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kweaver4
Level 1

PTO Used on Time Sheet Not Reducing Accrued PTO Balance in QB Online

When each new accrual period occurs, each employee gets their new PTO allotment. However, when payroll is run within QB Online it does not reduce each employee's PTO balance by the amount of PTO recorded on their time sheet. 

 

Please advise if this is a set-up issue.

1 Comment
Rose-A
Moderator

PTO Used on Time Sheet Not Reducing Accrued PTO Balance in QB Online

Greetings, kweaver4.

I'm here to help you reduce the employee's PTO via QuickBooks Online.

 

You may want to make sure you have assigned the correct vacation and sick policy for the employee.

 

Here's how:

 

  1. Click Workers on the left pane.
  2. Choose Employees.
  3. Click the name of the employee.
  4. Click the Edit (pencil) icon on the Pay section.
  5. Go to How much do you pay an employee, click the Edit icon.
  6. Check the box beside Sick Pay and Vacation Pay.
  7. Select the policy and enter the employee's Current balance (hours).
  8. Hit Done.

Once done, you can run a dummy or sample payroll to see where you can enter hours for vacation/sick pay.

 

You may find this article helpful: https://community.intuit.com/articles/1768899-set-up-sick-and-vacation-pay-in-online-payroll#assign.

 

I appreciate you for doing business with QuickBooks. Let me know if you need more help with using PTO allotment in payroll.

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