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ysafo
Level 1

i need to unlock pto

 
2 Comments 2
MariaSoledadG
QuickBooks Team

i need to unlock pto

Hi there, Ysafo.

 

In QuickBooks Online (QBO), unlocking PTO isn't required because you can easily set it up and track it at anytime. Can you share more details about the issues you're experiencing so far? 

 

To ensure PTO is automatically calculated and accurately applied when running payroll, you can follow the steps below: 

 

  1. Navigate to the Home menu in the left-hand menu and go to the Payroll tab on the upper-part.
  2. Click Employees.
  3. Select your employee.
  4. Under the Time off section, choose Start or Edit.
  5. Select Add new [time off pay] policy from the dropdown menu to add a policy for:
    • Vacation Pay
    • Paid time off
    • Sick Pay
    • Unpaid time off
  6. Fill in the required fields to define the settings for the new policy, then  Save.
  7. Once completed, click Save to confirm the policy details.
  8. You can assign the policy to other employees or create unique policies tailored to their needs.

 

In case you need to update your time off pay policy settings or adjust balances, I've added this article for your reference: Set Up and Track Time off in QuickBooks Payroll.

 

If you have any other questions or concerns when setting up time off policies or using payroll, feel free to reply below. The Community team is always here ready to assist you.

MariaSoledadG
QuickBooks Team

i need to unlock pto

Hi there, Ysafo.

 

I just wanted to follow up to check if the resolution we provided helped resolved your issue. Please let us know if everything is now working as expected or if you're still experiencing any problems.

 

We'll be glad to assist further if needed.

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