How do I find out the accrued balance of my employees PTO?

How do you show the accrued balance as of a specific date?  That report is only showing as of today and I need it to show as of month-end.

I can share some ideas on how to show the accrued balance of your employee on a specific date, @Kristi D.

In QuickBooks Online, the Vacation and Sick Leave report only show the current vacation or sick time balance. The available balance for historical data will not reflect.

That being said, you may consider generating the Payroll Details Report and set the specific date range.

Please know you’ll also see other payroll items in the statement. If you wish to only see the sick or vacation pay type, export it to Excel and manually sort the data. Let me show you how:

1. Go to the Reports menu on the left panel to enter the Payroll Details report in the search field.
   
   
2. Select the Date Range drop-down to choose the appropriate period.
3. Click Apply to view the changes.
4. Then, choose the Share drop-down to select Export to Excel.
5. Open the spreadsheet and manually filter the information.
   
   

Additionally, I've included some resource that will help you track where you're business stands in terms of payroll and employee expenses: Run payroll reports.

Feel at ease to comment down below if you need more help managing your payroll reports in QuickBooks. I'll get back to you right away. Have a nice day.

How do I review vacation PTO vs sick leave PTO breakdown within this report?

Thanks for joining us here, RRS255.

I'd be glad to help with your question about getting details in the report. Can you tell us which report you're referring to?

If you're running the Payroll Details report, go to the Hours and Gross Pay columns. It's where you can see the number of hours used for PTO and sick pay. 

You'll also want to run the Vacation and Sick Leave report as previously suggested in the original reply. It will give you additional details about the available or used vacation and sick hours of the employees. 

Although, you still need to open each paycheck to see how much was accrued when the transaction was created. 

Feel free to check out these articles if you need more references and guidance when running reports in QBO: 

• Run Payroll Reports
• Reports Included in Your QuickBooks Online Subscription
• Memorize Reports in QuickBooks Online

Please know that you can always add more replies or reach out to us again if you need anything else from us. We're always here to guide and assist whenever you need help.

We entered our PTO but didn't get paid for it in our checks. The gal that helps us said we need to export it to get paid for it. Can you explain how I do that. Is it like described below?