Paid Time Off Balances Over Time

Hello there, @marmathsen. We've got your back, and we'll help you locate records from previous periods' balances and changes made to employees' sick and vacation inside QuickBooks Desktop (QBDT).

Yes, there's a way to get around this if you can't view previous balances from your Paid time off report and changes made to the sick and vacation changes through the Audit trail report. To view past balances and new changes to employees' sick/vacation setup, you can utilize the payroll reports in Excel. We'll input the steps below to help you accomplish your task:

1. Access your QuickBooks Desktop company.
2. Go to Reports, and then select Employees & Payroll.
3. Click More Payroll Reports in Excel, and then choose Employee Sick & Vacation History.
4. Select Custom, and then enter a specific period and date.
5. Once you're ready, click the Get QuickBooks Data button.

For visual reference, see the screenshot attached.

Moreover, we're adding these articles to help you customize a report, manage employee, and prepare for this year's payroll year-end:

• Customize reports in QuickBooks Desktop.
• Edit or change employee info in payroll.
• Year-end checklist for QuickBooks Desktop Payroll.

Don't hesitate to visit the Community space if you have any other questions about QuickBooks or need further assistance managing employee information inside the program. We'll be happy to help you out anytime. Stay safe.

This is helpful, thank you @Kurt_M . When I pull that report it explicitly says that it doesn't track manual adjustments. Is there a way to view manual adjustments another way?

This is helpful, thanks @Kurt_M . When I pull this report it explicitly says it doesn't track manual adjustments. Is there another way to view those adjustments?

Thanks for getting back to us, @marmathsen. I recognize the importance of tracking manual adjustments and viewing balances in the past.

Please know that there's no way to look over the manual adjustments. Once you update the sick/vacation pay on the Payroll info, it will only show the changes automatically. The balance will also display the entire year.

What you can do is to look over the adjusted amount and compare it with the other. I'm adding a screenshot where a green triangle indicates that the vacation/sick used is manually modified.

I see that adding this feature can be beneficial for users like you. You can share this idea with our Product Developers to have this reviewed for future updates. Follow the steps below:

1. Go to the Help icon at the top menu.
2. Select Send Feedback Online and then click Product Suggestion.
3. Enter your request, then tap Send Feedback.

You can track your suggestions through this website. You can also visit our blog to keep up with recent events and developments.

To learn the available reports for your worker's sick and vacation balances or time off reports, refer to this article: Run payroll reports.

Here's a reference to learn more about role permissions and schedules: Set up and Manage Time Off in QuickBooks Time.

Please don't hesitate to get back here if you need further assistance generating paid time off reports. The Community is here to help you anytime. Stay safe!