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Level 1

PTO Accrual only. Showing Sick and Vacation separately. Want to merge and only use PTO

We only use PTO. I set up the sick and vacation with only vacation accruing. It shows a PTO however, when I pull a report to see what will print it is showing transaction in both sick and vacation columns. How can I merge these to only have PTO? Will this print on the paychecks. Using QB Desktop 2020. Thanks for you help

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QuickBooks Team

PTO Accrual only. Showing Sick and Vacation separately. Want to merge and only use PTO

I'll share some insights about how Vacation and Sick time works in QuickBooks, gsaenz.

 

I'll help you with this. We're unable to merge the sick and vacation column since they have different functions in the reports. Since you've mentioned that you're using PTO, we can rename the Vacation or Sick time option in the Payroll Printing Preferences. This way, it will show as "PTO" in the paycheck instead of "Vacation" or "Sick" when we print it. You can follow the steps that I've listed below:

 

  1. Select Edit from the top menu bar.
  2. Choose Preferences.
  3. Select Payroll & Employees.
  4. Click the My Preferences tab.
  5. Hit the Pay Stub & Voucher Printing.
  6. Rename the Print as Vacation or Print as Sick text box to "PTO".

Check out this article that will guide you in printing paychecks in QuickBooks Desktop.

 

In case you need to track your employee's used, available, accrued, and maximum Vacation and Sick time, you can refer to this link in customizing the Employees & Payroll reports.

 

Should you need further assistance in managing your payrolls. We're always here and ready to help. Stay safe and healthy!

Highlighted
Level 1

PTO Accrual only. Showing Sick and Vacation separately. Want to merge and only use PTO

Thank you so much for your help. I have re-named everything but my problem is when I pull a report some of the transactions are under Vacation and some are under Sick and I want only one option. When I set up preferences I did not set up sick, I only set up vacation because I didn't want to double up the accrual. 

 

I have attached a redacted time off report. I appreciate any help.

Highlighted
QuickBooks Team

PTO Accrual only. Showing Sick and Vacation separately. Want to merge and only use PTO

Hi gsaenz,

 

Let's make sure the employees' sick hours available and used are set to zero so these will not appear in the PTO List report.

 

Here's how:

  1. Click Employees on the upper menu.
  2. Select Employee Center.
  3. Double-click the name of the employee.
  4. Go to the Payroll Info tab.
  5. Click Sick/Vacation.

  6. Enter zero on the sick information field.

  7. Click OK twice.

Once done, you'll want to customize reports in QuickBooks Desktop to show only the available columns for payroll information: Customize Reports in QuickBooks Desktop.

 

If you have other concerns, just comment below or post again. I'll always be here to help.

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