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!

When I run payroll the eureka hours do not show up.  I would have loved to have seen a new line in the run payroll hours called EurekA,  if i go to edit the hours before i approve the check  i still dont see eureka hours and even worse the eureka hours are added to the regulars hour and at the very least they should be paid time off hours,

The employees can "choose" eureka reward hours to be paid from their workforce app.  But they cant see where we paid them the eureka hours.  For some reason QB puts the paid eureka hours into the regular cvategory.  At the very least the paid eureka hours should show up in the paid time off hours,

please help

thanks

Hi, @LDO. Currently, QuickBooks Online (QBO) does not automatically create a separate line item for time-off codes, such as EurekA, on paychecks.

The reason EurekA hours are categorized under regular hours is likely because the code is mapped to the Regular category in the system. To resolve this, let’s review the mapping of your EurekA code in the Payroll Item Mapping Tool tab.

1. In your QBO account, navigate to the Time window.
2. Click Go to Classic QuickBooks Time.
3. From there, select the QuickBooks Payroll icon, then Preferences.
4. Hit the Payroll Item Mapping Tool button.
5. In the Map Employees tab, select your employee's name.
6. Make any necessary updates.
   

In the meantime, consider adding a memo note to indicate that the paycheck includes EurekA reward hours.

I can see the importance of having clearer visibility for custom hours as a separate line in payroll. We encourage you to provide feedback to help improve QuickBooks Payroll functionality.

1. Go to the Gear icon, then Feedback.
2. Enter a brief description of your product suggestion.
3. Click Next to submit it.    

Please let me know if there's anything else I can help you with. I'll respond to you promptly.

I do not see Eureka as option in the pulldown.  Nor do I see paid time off as option.

I think this would work if i could choose one of these options

edit:  I see Paid time off for some employees.  But I do not see Eureka as an option in the pull down for any employees.

How do i get Eureka as option in the pulldown?

I probalby have to add PTO in the payroll section, but what about eureka?

Thanks

LDO

Hello, LDO. The reason might be that you need to create a pay type in QuickBooks, as it's essential for payroll setup. Once created, assign it to employees in the payroll section and make any necessary edits.

Here’s how to do it:

1. Navigate to All Apps and select Payroll.
2. Click on Employees, then choose Edit payroll items.
3. Select Pay types, and locate the Eureka option.
4. Click Assign employees, and search for the employee(s) you want to assign it to.
5. Check the appropriate box for the selected employee, and you can also add a recurring amount if desired.
6. Click Save.

Once you’ve edited and assigned the pay type to your chosen employees, you'll need to sync it with QuickBooks Time. To do this:

1. Go to the QuickBooks Payroll icon tab in QuickBooks Time.
2. Click the Import option and wait for the system to sync.
3. After the synchronization completes, navigate back to the Preferences tab, then click the Payroll Item Mapping Tool and select the relevant employee, and verify if the Eureka option is now visible in the dropdown menu.

If you have any additional concerns or questions about QuickBooks, don’t hesitate to reach out to us again. We’re always here to assist you.

Eureka doesnt show up as a pay type under "edit payrolli items"

If i look at an individual employee's page  I see Eureka under Time Off.  I do not see Eureka as an additional pay type.   Could this be the problem?

Thanks

..Also Is Eureka supposed to show up like this or should it be under the greyed out Paid Time Off?

Hi LDO, thank you for the additional details you have provided.

To begin with, please confirm if you have created Eureka as a payroll item.

If not, that could be why it isn’t currently visible. Eureka needs to be set up as a new payroll item to become an option when assigning pay type to employees.

Here’s how you can add a new payroll item:

1. Navigate to Payroll and select Employees.
2. Click New Payroll Item.
3. Choose a Pay Type.
4. Select the appropriate Pay Type.
5. Enter the Pay Type Name if needed.
6. Click Create and Done.

Once this setup is complete, you can assign the payroll item to an employee.

Here's how:

1. Go to Payroll and select Employees.
2. Click Edit payroll items.
3. Choose Pay types and select the pay type you have created (ex. Eureka).
4. Tick the checkbox for the specific employee.
5. Click Done.

Additionally, in QuickBooks Time, Eureka appears that way to give you better insights into how your timesheet is set up.

Please let us know if you have more questions.