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slippitt
Level 3

Changing Sick Limit Year

Hello,

Annotation 2020-05-04 151930.png

We track our PTO by the Fiscal Year (July 1).  I know how to change the "reset hours each new year."  However, the problem I have is that the "Hours used in 2020" is just only including Hours used from 1/1/20, not 7/1/19.  Which means these numbers are all wrong.

 

 

Does anyone know if there is a way to change a setting to have the "hours used in 2020" correspond with the year beginning.  It's weird that they ask about a date for resetting hours, but don't use that as a guide for hours used in your year.

 

8 Comments 8
Catherine_B
QuickBooks Team

Changing Sick Limit Year

Hello there, slippitt. 

 

The Hours used in 2020 is a field calculates from the accrual date you've entered (07/01/2019 - present). It shows as 2020 since we're on the present year. We can run the Sick Time and Vacation Time used in the given time frame. 

 

Let's update QuickBooks first to its latest release and the payroll update to get the most up to date fixes and patches. 

 

Here's how to run the report: 

  1. Go to Reports menu, then select Employees & Payroll Payroll Item Detail.
  2. Select Customize Report.
  3. Go to Display tab, then select the following information for Columns:
    • Type
    • Date
    • Source Name
    • Payroll Item
    • Wage Base
    • Qty
    • Amount
  4. Click OK.
  5. Set the Date Range (time frame for the report).
  6. Click Refresh

If the calculation is still off, we can Verify and Rebuild the Data

 

Let me know how this works. I'll keep an eye on your reply. Take care always!

BigRedConsulting
Community Champion

Changing Sick Limit Year

This is just how it works.  The YTD used, like the rest of the YTD summary numbers on a paycheck are for this payroll year (2020) and won't include activity from 2019.

slippitt
Level 3

Changing Sick Limit Year

So you mean this whole time I've ran a PTO list, it's been wrong?

 

Because I just ran it and it doesn't show the Hours Used in 2020 based on the accrual date.

Kendra H
QuickBooks Team

Changing Sick Limit Year

Good afternoon, @slippitt

 

Thanks for following up on this thread. 

 

In QuickBooks Desktop, you can run a Payroll Summary report and change the date for 2019. 

 

Here's how:

  1. Select Employees, then Employee Center
  2. Choose an employee from the list, if the employee isn't listed, you may need to change the view.
  3. Under Reports for this employee, click on the Payroll Summary link. 
  4. Adjust the date range appropriately. 

 

For more information about payroll summary reports in QuickBooks Desktop, you can check out this article: Understand reports.

 

Feel free to comment below if you have any more questions or concerns. Have a safe and productive rest of your day!

slippitt
Level 3

Changing Sick Limit Year

Their paystubs are showing hours used in 2020.  Not during the accrual period.  Which means the PTO balances they think they have are completely wrong.

w_m_c
Level 1

Changing Sick Limit Year

I agree.  Employees paystubs look like they have full PTO restored on 1/1.  This is confusing and misleading to the employee and honestly not helpful.  

KimCarlisle
Level 1

Changing Sick Limit Year

This is a HUGE problem for me as well.  Running reports doesn't help.  The information on their paystubs HAVE to show the correct amounts for used and available - and they are not when your Paid Sick Time starts July 1st.  What is the point in putting your year in and it doesn't do anything with it.  I can't be the only one with this problem.  HELP please!!!

MariaSoledadG
QuickBooks Team

Changing Sick Limit Year

Showing the correct information for used and available paid sick time is our priority, KimCarlisle.

 

I can see the importance this is for your business needs. You'll want to let our product team know by sending feedback. To do this, you can follow the steps below:

  1. Go to the Help menu.
  2. Select Send Feedback Online.
  3. Choose Product Suggestion

 

Additionally, learn how to customize your data to get the information you need in QuickBooks Desktop Payroll. I've added this article for more details: Customize Reports In QuickBooks.

 Desktop

 

Feel free to leave a comment below if you have any concerns about paid sick time. I'll always be right here to help.

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