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lbaker
Level 1

Our employees will cap out at 56 hours of accrued time a year. They are able to carry over any unpaid PTO from the year prior up to 112 hours. How do I input this?

 
1 Comment 1
JoesemM
Moderator

Our employees will cap out at 56 hours of accrued time a year. They are able to carry over any unpaid PTO from the year prior up to 112 hours. How do I input this?

You need to input the unpaid PTO from the employee's profile, lbaker.

 

You can manually add the remaining PTO to the current balance. Manual adjustments are necessary to ensure the accuracy of your payroll and compliance with your company's PTO policy.

 

  1. Go to the Employees menu and select Employee Center.
  2. Click the employee’s name for whom you need to adjust the PTO.
  3. Go to the Payroll Info tab in the employee profile.
  4. Click the Sick/Vacation button.
  5. In the Sick column click the box beside the Reset hours each new year and enter the amount in the Maximum hours to carryover.
  6. In the Vacation column manually enter the PTO in the Hours available as of the box.
  7. Click OK.
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    For more information on managing time off, vacation, and sick pay for your employees, check out this article: Set up and track time off in payroll.

     

    I'll be sharing this link that offers a detailed view of your financial information. You can access a list of payroll reports and transactions for your employees: Run payroll reports.

     

    If you have further questions about adding PTO or any specific concerns related to QuickBooks, please feel free to reply to this thread. I’m here to help.

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