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rolandgarton
Level 2

How can I generate a report that shows all changes to paid leave for all employees? Columns would be:Employee - Old Balance - Add - Remove - New Balance

Not sufficient to show balances only; I need to see both additions and subtractions over a time period I specify. I need to know when QBT unilaterally adds time to accrual balances so I can compensate for that feature.
1 Comment 1
Dandie_A
QuickBooks Team

How can I generate a report that shows all changes to paid leave for all employees? Columns would be:Employee - Old Balance - Add - Remove - New Balance

I recognize you want to add a specific columns to your report for your employees, roland. However, QuickBooks Online doesn't offer a combined report that includes all these columns such as employee, old balance, add, remove and new balance. The closest available option is to export a Paid Time Off (PTO) ledger on a per-employee basis, which captures detailed leave data. I can assist you with this process.

 

Here are the step by step to export the PTO ledger per employee:

 

  1. Go to the Time tab.
  2. Choose Go to classic QuickBooks Time.
  3. Select the Time off section.
  4. Click on Accruals and balances.

 

 

 

 

 

Just a heads up, the PTO ledger is for individual employee data only and not all employees combined.

 

Additionally, to export a report in QuickBooks Online, you can find under Manage your reports. You can check this article as your guidelines: Save a customize report in QuickBooks Online.

 

Moreover, after exporting your report, you can create a memorized report to save your customizations in QuickBooks Online.

 

For further assistance, you might want to explore QuickBooks Live Expert Assisted, an additional service designed to help keep your business well-organized.

 

By following these steps, you can able to generate the detailed report you need, showing all changes to paid leave for your employees. If you have any further questions or need assistance with the export and consolidation process, feel free to reach out. We are always here to help!

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