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svfray
Level 1

How do I find out the accrued balance of my employees PTO?

 
Solved
Best answer February 21, 2020

Best Answers
GlinetteC
Moderator

How do I find out the accrued balance of my employees PTO?

Hi there, svfray.

 

You can pull up the Vacation and Sick Leave report. This will give you the exact information you need for your active employees. Let me show you how:

  1. Go to the Reports tab from the left menu.
  2. In the search field, enter Vacation and Sick Leave.

If you want to focus on one employee at a time, you can click the drop-down arrow and choose their name then click Run Report. This will bring the information for that individual employee.

 

You may also export or print the report. There's a drop-down arrow located at the upper right, just click it. Then choose either Share, Export to Excel or Printer Friendly.

 

I'm always here if you need more help with managing QuickBooks.

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6 Comments 6
GlinetteC
Moderator

How do I find out the accrued balance of my employees PTO?

Hi there, svfray.

 

You can pull up the Vacation and Sick Leave report. This will give you the exact information you need for your active employees. Let me show you how:

  1. Go to the Reports tab from the left menu.
  2. In the search field, enter Vacation and Sick Leave.

If you want to focus on one employee at a time, you can click the drop-down arrow and choose their name then click Run Report. This will bring the information for that individual employee.

 

You may also export or print the report. There's a drop-down arrow located at the upper right, just click it. Then choose either Share, Export to Excel or Printer Friendly.

 

I'm always here if you need more help with managing QuickBooks.

Kristi D
Level 1

How do I find out the accrued balance of my employees PTO?

How do you show the accrued balance as of a specific date?  That report is only showing as of today and I need it to show as of month-end.

Rubielyn_J
QuickBooks Team

How do I find out the accrued balance of my employees PTO?

I can share some ideas on how to show the accrued balance of your employee on a specific date, @Kristi D.

 

In QuickBooks Online, the Vacation and Sick Leave report only show the current vacation or sick time balance. The available balance for historical data will not reflect.

 

That being said, you may consider generating the Payroll Details Report and set the specific date range.

 

Please know you’ll also see other payroll items in the statement. If you wish to only see the sick or vacation pay type, export it to Excel and manually sort the data. Let me show you how:

 

  1. Go to the Reports menu on the left panel to enter the Payroll Details report in the search field.

    EE report.PNG
  2. Select the Date Range drop-down to choose the appropriate period.
  3. Click Apply to view the changes.
  4. Then, choose the Share drop-down to select Export to Excel.
  5. Open the spreadsheet and manually filter the information.

    EE report1.PNG

 

Additionally, I've included some resource that will help you track where you're business stands in terms of payroll and employee expenses: Run payroll reports.

 

Feel at ease to comment down below if you need more help managing your payroll reports in QuickBooks. I'll get back to you right away. Have a nice day.

RRS255
Level 1

How do I find out the accrued balance of my employees PTO?

How do I review vacation PTO vs sick leave PTO breakdown within this report?

JenoP
Moderator

How do I find out the accrued balance of my employees PTO?

Thanks for joining us here, RRS255.

 

I'd be glad to help with your question about getting details in the report. Can you tell us which report you're referring to?

 

If you're running the Payroll Details report, go to the Hours and Gross Pay columns. It's where you can see the number of hours used for PTO and sick pay. 

 

payroll details.PNG

 

You'll also want to run the Vacation and Sick Leave report as previously suggested in the original reply. It will give you additional details about the available or used vacation and sick hours of the employees. 

 

Although, you still need to open each paycheck to see how much was accrued when the transaction was created. 

 

Feel free to check out these articles if you need more references and guidance when running reports in QBO: 

 

 

Please know that you can always add more replies or reach out to us again if you need anything else from us. We're always here to guide and assist whenever you need help.

AliceF
Level 1

How do I find out the accrued balance of my employees PTO?

We entered our PTO but didn't get paid for it in our checks. The gal that helps us said we need to export it to get paid for it. Can you explain how I do that. Is it like described below?

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