Newly created PTO code showing as dollars not hours

Hi there, @LDO.

Thanks for checking in. I hope you're having a great day so far. 

Although I can't directly see your current set up of the Eureka hours, it sounds like your Eureka hours are showing up as dollars instead of hours because the code is likely being set up as an "Other Earnings" item or a bonus pay type rather than a "Paid Time Off" (PTO) or "Sick/Vacation" policy in QuickBooks Online Payroll.

To make Eureka hours appear as an hour box and manage balances, you must set them up as a custom Paid Time Off policy and link them to QuickBooks Time. 

In QuickBooks, if a pay type is not classified as "Sick" or "Vacation" (PTO) in the employee's pay types setup, it defaults to a dollar-based "Other Earnings" item, which cannot track hours or accruals.

To fix the dollar box you mentioned, you'll need to create a new PTO policy, not a new earning type. Here's how:

1. In QuickBooks Online, go to Payroll and select Employees.
2. Choose an employee, then tap on Edit (pencil icon) under Pay types.
3. Scroll down to Time off pay policies and click Add new paid time off policy.
4. Choose Customized rates or Front-loaded, then select Paid time off (or Vacation) as the type.
5. Name it "Eureka Hours."
6. Set the policy to accrue, or set it to 0 and manually enter the 4 hours earned at the end of the month as a manual adjustment.
7. Important Note: Please make sure this is added to all applicable employees and Save. 

Now you'll need to set up the Eureka hours in QuickBooks Time. Here's how:

1. In QuickBooks Time, go to Feature Add-ons > Time Off Codes.
2. Tap on Add New, name it "Eureka," and choose Paid.
3. Check Track Accruals.
4. Click Edit Settings, and you can set it to "Manual" to add the 4 hours directly into the Time Off Ledger for employees who qualify.

That should do the trick. However, I do recommend contacting our Support Team for further review. Our agents can securely remote into your screen to take a look into your current set up and let you know what's causing the issue. 

Please don't hesitate to let me know if there is anything else I can assist you with. It's always a pleasure lending a hand. Take care! 

Tori,

I can't find "customised rates"or "front loaded".  Nor do i see manual accrual.
           I do see  3 distinct options 
                    Base Pay
                     Additional Pay types
                     Time off .... i see manage time off policies

Nor do i see manual accrual.  Where is manual?I only see (1) at the beginning of each year   (2) Each pay period   (3) per hour worked   (4) anniversary date  (5) unlimited 

• At beginning of year
• Each pay period
• Per hour worked
• On anniversary date
• Unlimited

Thanks
LDO

Hi LDO, You're already in the right spot. There are no "customized rates" or "front-loaded" in Core Payroll.

Quick question before we move forward. Where did you originally create the Eureka code? Was it under Additional Pay types in Payroll, or did you only set it up in QuickBooks Time?

If it's under Additional Pay types, that's why it's showing as dollars. You'll need to remove it from there first, then create it fresh under Manage time off policies instead.

Once you're in Manage time off policies, add a new policy, name it "Eureka Hours", and choose At the beginning of the year with 0 hours. That's how you handle manual tracking. There's no separate manual option to look for.

After you save and assign it to your employees, Eureka will show up as hours in Run Payroll. Then, each month when someone earns their 4 hours, go to their profile, click the Eureka policy, and adjust the balance to add the hours.

Feel free to leave a Reply if you have any follow-up questions or any other concerns. 

GianSeth, 
I did what you said and when i go to enter payroll and preview payroll  there is a column that says "Paid Time OFF".   How do i get this column to say Eureka?

Thanks

LDO

Thanks for following up with the Community, LDO.

I can certainly understand how an ability to change specific text displayed in your column headers on the Enter Payroll/Preview Payroll screens could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:
 

1. Use the Gear icon.
2. Go to Feedback.
3. Enter your comments or product suggestions.
4. Select Next.

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by checking out Intuit's Product Updates page.

The column names in the payroll entry and preview interface are fixed system defaults. While you can create custom time-off policies with unique names, those hours will still be entered under your main, unchangeable Paid Time Off column during the payroll process.

Please feel welcome to send a reply if there's any additional questions. Have a great Thursday!