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myatt-william
Level 1

I need help setting up time off requests through quickbooks and integrating that with accruals in employees' payroll login. How do I set up employee time off codes?

I am trying to set up a way to track my employees' requests for time off that allows me to approve AND tracks them through Payroll - so that their balance reflects what has been approved and used. I found the "Feature Add Ons" and have tried to add a code for PTO, Sick, and Vacation. But they are locked on my view and do not allow me to assign them to any members. What am I doing wrong?
1 Comment 1
SheandL
QuickBooks Team

I need help setting up time off requests through quickbooks and integrating that with accruals in employees' payroll login. How do I set up employee time off codes?

I've got the steps you can follow to successfully assign time off entries to your employee, Myatt.

 

Based on the description provided, it seems like you're utilizing QuickBooks Time when assign entries to your worker. To successfully set their time off entries, you'll need to access each employee's profile in QuickBooks Online. Once there, you can manage and set it accordingly.

 

To do so, follow the steps below:

 

  1. Go to your QuickBooks Online company.
  2. Head to Payroll, then Employees.
  3. Find the employee you want to add their PTO, Sick, and Vacation time off entries and open their profile.
  4. Navigate to the Pay types section and click Edit.
  5. Scroll down until you find the Time off pay policies dropdown.
  6. Select their appropriate time off and add their Current balance.
  7. Once done, click Save.

 

You can check out this screenshot for reference: 

Sample.png

 

Afterward, you should notice that the data from your QuickBooks Time will be automatically updated as well.

 

For more details, please see this article: Set up and track time off in payroll.

 

Additionally, I've included this article for you to read if you want to generate and personalize your payroll information in QuickBooks: Run payroll reports.

 

It's my duty to ensure that you can successfully set up your employee's time off entries, Myatt. You can always return to this post if you have other questions about this process.

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