I am changing the PTO accrual rate for an existing employee, how do I tell the system what date to make the change?

Keeping accurate records and ensuring employees get the proper time off benefits is essential for maintaining a successful business, Mark. Let me share details about QuickBooks Online Payroll (QBOP) time off pay policies.

The option to set a specific date for Paid Time Off (PTO) to apply is currently unavailable in QuickBooks Online Payroll (QBOP). Any updates to your employee's PTO will take effect once you edit and save changes in their profiles.

As a workaround, kindly utilize the Notes feature in your employee's profile to remind you when to update PTO. I'll show you how:

1. Go to Payroll and select Employees.
2. Click on the employee's profile.
3. Press on Notes to add your notes.
4. Hit Save when done.

Moreover, I've added this article about modifying paid time off pay policies to track employee accruals: Set up and track time off in QBO Payroll.

Finally, you can generate a report that will help you monitor employee vacation balances. Here's how:

1. Go to the Reports menu.
2. Enter Vacation and Sick Leave in the search field.
3. Click the name of your employee to access time off details.
4. Take note of your employee's time off balances.

Please know we're always here to assist you with further questions about updating PTO or any other concerns in QBO Payroll. Feel free to leave a comment below. Have a wonderful day ahead.