Enhanced Payroll - custom report?

It is possible to customize a report in QuickBooks Desktop Payroll to effectively track vacation, PTO, and sick hours over a specified period, Deadwood Al.

While there isn't a pre-built report that matches these specific needs, you can generate a custom report that will serve your purpose seamlessly.

Here's a step-by-step guide to assist you:

1. Navigate to the Reports menu, then Employees & Payroll.
2. Select the Payroll Item Detail report, then click Customize.
3. In the Display tab, select Payroll Item.
4. In the Filters tab, choose Multiple Payroll Items and add the necessary payroll items. (e.g., Vacation, Sick, PTO).
5. Set the desired date range for your review.
6. Click the Excel button, choose Create New Worksheet, and Export to Excel. It will allow you to filter further and organize the data as needed.

You may also want to consider using third-party reporting tools or add-ons that integrate with QuickBooks Desktop for enhanced reporting capabilities.

Additionally, you may find this article helpful: Customize reports in QuickBooks Desktop. It provides detailed guidance on tailoring reports to fit your specific requirements.

You might want to consider memorizing the report in QuickBooks Desktop. This feature allows you to save your current customized settings, making it convenient for future access.

If you have additional questions about managing your reports or any other QuickBooks-related inquiries, please let me know. I'm here to assist you. Take care and have a nice day.

Isn't this going to pull out the dollars and not the hours? I don't want dollars, I want to see the number of hours.

Tried it ... produces dollars, not hours. Before you tell me QB can't do that based on hours, take a look at the data present when doing payroll ... it does include "hours" as a basic input, whether salary or hourly. In fact, if QB didn't track hours, how on earth would it be able to come up with a total remaining hours available?  

QB Team .... try again.

Thank you for your follow-up question, Deadwood Al. I appreciate your attention to detail regarding tracking hours rather than monetary values. I understand the importance of accurately monitoring vacation, PTO, and sick time in terms of hours, especially when resolving discrepancies between employee and supervisor records. I'll provide a more precise solution that addresses your specific needs.

You can generate reports that display hours rather than dollars. This Excel-based report will provide the hour-based data for vacation, sick, and PTO time. Here’s how:

1. Navigate the Reports menu and choose Employee & Payroll.
2. Click More Payroll Report in Excel.
3. Select Employee Sick & Vacation History.
   
   
4. Enable Macros if prompted.
5. Select the dates, then Get QuickBooks Data or Create Report.
   
   Attached here is the sample Excel downloaded:
   
   

Additionally, to streamline future reporting, you can memorize reports in QuickBooks. This feature allows you to save your customized report settings, eliminating the need to repeat the customization process each time you need this information.

I hope this information helps you generate the hour-based report you're looking for, Deadwood Al. If you find that these methods do not fully meet your needs or if you encounter any issues while generating the reports, please don’t hesitate to reach out again. We're here to help you make the most of your QuickBooks software and find solutions for your business.