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Level 1

How do enter my employee PTO balances, using an accrual amount per pay PERIOD, not per year?

 
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How do enter my employee PTO balances, using an accrual amount per pay PERIOD, not per year?

It's nice to see you posting here in the Community forum, @jessica-barker.

 

I'd be happy to assist in entering employee PTO balances in QuickBooks Online (QBO), here's how:

 

  1. In the left menu, click Workers
  2. Go to the Employees tab and select the name of the employee. 
  3. In the Pay section, select Edit ✎.
  4. Choose Edit ✎ in the How much do you pay [employee]? section.
  5. In the You can also pay section, pick Paid time off
  6. Select each pay period in the Hours are accrued drop-down menu. 
  7. Enter hours per year and Maximum allowed hours (optional).
  8. Hit OK, then Done

To learn more how to set up and track time off, vacation, and sick pay for your employees, check this article: Set up and track time off in payroll.

 

If you need anything, I'm just a post away. Have a good one.

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