enter balance hours on newly created PTO code in Time

I think i may have found the place where I add balances, but when I try to save the balance it says:

"you need to configure Accrual Settings for this person before you can adjust their ledger"

Thanks

laura

We can easily streamline this process by enabling the Track Accruals option, LDO.

Here's how you can do it:

1. Head over to the Time Off Codes window.
2. Find the Eureka hours code and click the pencil icon to edit it.
   
3. Check the box labeled Track Accruals.
   
4. Once done, click Save.
   

If you have additional questions, feel free to leave them in the comments, and we will assist you promptly.

Not yet!     Are the PTO codes you show in your example supposed to show up on an employees stub?

I want the employees to see how many Eureka hours they have taken.

Thanks
LDO

Good evening, @LDO.

Thanks for checking back with us. I hope your day has been great so far. 

Since you have your Eureka hours set up in QuickBooks Time, you'll need to set up the Eureka policy in QuickBooks Online (QBO) Payroll and link the time tracking in QuickBooks Time.

In QuickBooks Online Payroll:

1. Navigate to Payroll and select Employees.
2. Click on the employee's name.
3. In the Pay types section, tap on Start or Edit.
4. Scroll to the Time off policies section. From the relevant dropdown (e.g., Paid time off, Vacation pay, or Sick pay), select Add new [time off pay] policy.
5. Complete the on-screen fields, including how hours are accrued (per hour worked, per paycheck, annually, etc.) and any maximum allowed hours.
6. Enter the employee's current balance if needed.
7. Hit Save when finished.

Once a time off policy is correctly set up and used during payroll in QBO, the used hours, accrued hours, and available balance should automatically appear on the pay stub.

For more information about this process check out these help guides:

• Set up and manage time off in QuickBooks Time
• Set up QuickBooks Time in QuickBooks Online or QuickBooks Online Payroll
• Map QuickBooks Payroll items in QuickBooks Time

That should do the trick. Please let me know if there is anything else I can assist you with. Have a good one! 

Will the fact that I originally set the Eureka PTO code up first in Time before I entered it in Payroll have any adverse effects? 

Thanks

LDO

Hey there, LDO. Hope you're doing well!

To answer your question, no, having the Eureka time set up in QB Time first won't matter. As long as it is also entered in QBO Payroll you'll be able to link them. 

You know where to come if you have any other questions. Take care!