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RandyOTIS
Level 2

Payroll Item Settings For Vacation and Sick

A previous employee set up the payroll items and because we have PTO the titles of the Item Codes are misleading. I can see they all hit the same General Ledger code for the same PTO bucket, but for I need to see what "clock" they are hitting whether it is the Vacation or Sick counter in the employee accrual area. I know I can see this selection when I set up new Items, but need to see what it is for old items.  When can I view this?

13 Comments 13
Anonymous
Not applicable

Payroll Item Settings For Vacation and Sick

Edit the item and review the text in the title of the item wizard.  It will let you know what kind of item it is.

qbteachmt
Level 15

Payroll Item Settings For Vacation and Sick

Rename them, too. Name them to describe what they do for you.

RandyOTIS
Level 2

Payroll Item Settings For Vacation and Sick

I can already see what GL they are going to (see attachment pic 1) , what I need to know which  "counter" is it pulling off of (see attachment Pic 2) You can see this "wage" page when you do a new item set up (see attachment pic 3),  but not when it is already existing. When it already exists how can I see which "counter" it is using?

Anonymous
Not applicable

Payroll Item Settings For Vacation and Sick

Hi there, RandyOTIS,

 

Allow me to chime myself into this conversation.

 

You're right. The setting to choose the payroll wage item is only accessible during the first set up. However, you're able to determine which counter your wage item accrues by looking at the item description.

 

Please see the screenshots I've added below:

 

 

 

The Vacation Hourly Rate pulls off the accrual based on your employee's vacation hours, which goes the same way with the Sick Hourly Rate for the sick hours. To know more about the how sick and vacation time works in QuickBooks Desktop, please check out this article: Set up and pay sick and vacation time

 

That should get you right back on track, RandyOTIS. Please let me know if there's anything I can help with your QuickBooks account. I'll be glad to figure things out for you so you can get back to business. Have a great day!

 

RandyOTIS
Level 2

Payroll Item Settings For Vacation and Sick

Thank you! That is exactly what I needed :)

Anonymous
Not applicable

Payroll Item Settings For Vacation and Sick

Greetings, RandyOTIS,

 

I'm glad this pointed you to the right direction. If you have any more questions about QuickBooks payroll, please don't hesitate to get back to the Community. You have a great team behind your back to help you resolve your questions.

 

I'm also available to get things done for you, just mention me anytime. Enjoy the rest of the day, RandyOTIS

Saphire605
Level 3

Payroll Item Settings For Vacation and Sick

I just realized the PTO is tracking Vacation Hours rather than Sick time.

Is there a way to change it to track Sick Time?  Or do I need to set up a new account?

Anonymous
Not applicable

Payroll Item Settings For Vacation and Sick

Hello there, @Saphire605.

 

Thank you for joining the thread. Allow me to chime in and help share additional information about the settings for Sick Time.

 

We can't edit the Payroll Item if you've already set it as Vacation Hours. In QuickBooks Desktop, we can only edit the accruals on your employee's information. 

 

Have you already run a payroll using Vacation Hours? If so, you'll need to delete these paychecks and set up a new payroll item. After setting up the correct information, you can recreate the paychecks you deleted.

 

This will get you in the right direction in tracking your Sick Time. 

 

If you need more information about pay vacation or sick pay, you can refer to this article: Sick and vacation time incorrect or not accruing on paychecks.

 

Do let me know if you have other questions about editing Payroll Item in QuickBooks. I'll be here to help however I can.

Laurenwells11
Level 1

Payroll Item Settings For Vacation and Sick

I am trying to set payroll up and it will not let me change when vacation/sick time is accrued.

 

Employee only accrue:

.50 vacation/monthly

1 vacation/monthly

 

Is it anyway that I am able to change that to where it will calculate correctly and show on the check stub?

 

Angelyn_T
QuickBooks Team

Payroll Item Settings For Vacation and Sick

Thank you for joining the thread, @Laurenwells11.

 

At this time, we're able to set up an accrual period at the beginning of the year, every paycheck, and every hour on paycheck. We currently don't have an option to set up employee accrual to monthly. The good news is, you can choose every paycheck and just divide the (.50 or 1) to how many paychecks you'll have every month.

 

  1. Click on Employees at the top menu bar, then Employee Center.
  2. Look for the employee's name under Employees, right-click then select Edit Employee.
  3. On the Edit Employee page, tap Payroll info at the left pane.
  4. Choose Sick/Vacation.
  5. On the Sick and Vacation page, select Every paycheck. Under Accrual period add the number of hours (divide the 0.5 or 1 depending on how many paycheck/s you have every month) beside Hours accrued per paycheck section.
  6. Click on OK to save the changes.

That should help you set up the payroll accordingly.

 

Drop a post if you have any other QuickBooks or payroll questions. I'm always here to help. Wishing you a good day!

WL2
Level 1

Payroll Item Settings For Vacation and Sick

I need to have the Vacation/Sick time show on the paystub as "PTO."  It is misleading to the employees when they see it referred to as "Vacation."  How do I change the label on the paystub?

Charies_M
Moderator

Payroll Item Settings For Vacation and Sick

I'm glad you came in, WL2.

 

You can edit the Payroll item name to PTO in QuickBooks Desktop. However, the section labels on the paystubs are default such as the Sick/Vacation.

 

Being able to customize these information is a good idea. I'd love to share this suggestion to our engineers for consideration in future product enhancements. In the meantime, I want you to be updated with the new features added in the software, you can check the New Features option in QuickBooks Desktop.

 

Here's how:

  1. Go to the Help icon.
  2. Click New Features.
  3. Choose either New Feature Tour or What's New.
    QBDTNewFeature.PNG

Another way to be updated to the latest feature release in QuickBooks Desktop is through this website: QuickBooks Updates: New QuickBooks Accounting Software Updates.

 

Let me know if you have other QuickBooks related questions and I'll be here to help. Wishing you a good one.

BigRedConsulting
Community Champion

Payroll Item Settings For Vacation and Sick

@Charies_M 

RE: You can edit the Payroll item name to PTO in QuickBooks Desktop. However, the section labels on the paystubs [sic] are [sic] default such as the [sic] Sick/Vacation. Being able to customize these [sic] information is a good idea. I'd love to share this suggestion to [sic] our engineers for consideration in [sic] future product enhancements.

 

Yes, this is a good idea. So good that QuickBooks has had this feature for almost two decades!

 

Change the labels that print on your pay stubs by going to Edit | Preferences | Payroll & Employees | Company Preferences | Pay Stub & Voucher Printing.

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