Paid time off

This worked. I'm pretty sure that vacation was set up as "vacation". I work for multiple businesses, and this was the only company file where it didn't work. Thank you for your help.

Good afternoon, @amyk3448.

I'm glad to hear that the steps provided by my colleague @ReymondO did the trick. 

If you have any more questions, please don't hesitate to comment below. I'm always here to lend a hand. Have a safe and productive weekend ahead!

Quick question regarding the above solution.  I have found the previous bookkeeper didn't correctly enter time as PTO/Vacation time.  It was entered as straight time and therefore hasn't deducted from the PTO balances.  I want to make sure moving forward their check stubs indicate correctly what the actual balance is.  As it is June 1st 2021 is it best just to go into each employee and adjust what their current availability is, or can I go back into each employee time sheet and edit the paycheck detail?

Thanks for any direction!

Quick question regarding the above solution.  The previous bookkeeper did not correctly record time on time sheets as PTO and therefore the balances on the employee stubs are all incorrect.  As it is June 1, 2021 should I just edit the current available time in the employee information --->payroll ----> sick/vacation screen and make sure from here on out it reflects correctly on check stubs, or can I go back to the beginning of the year and edit paycheck details so that PTO is correctly identified as PTO and not straight time?

Thanks for any direction here!

You can edit the current available time in the employee information, KimmieJ0.

This ensures the PTO is tracked accurately. I'll guide you how.

1. Go to the Employees menu and then select Employee Center.
2. Double-click the employee to open the Edit Employee window.
3. Click the Payroll Info tab.
4. Click the Sick/Vacation button.
5. Correct the information in the Hours available as of [date] fields in both the Sick and Vacation sections.
6. In the Sick and Vacation window, click OK.
7. From the Edit Employee window, select OK.

For further guidance, please see this article: Sick and Vacation Time Incorrect or Not Accruing on Paychecks.

Also, you can create reports showing your employee's vacation and sick time balance, vacation/sick time used, and maximum hours in QuickBooks Desktop. This helps you track your employee's sick and vacation time.

In case you'll need assistance managing your employee's PTO in QuickBooks, don't hesitate to get back on this thread. We're always here to help you out.

I have an issue.  My Paid Time off accrues correctly per paycheck.  Each Employee is at a different accrual rate according to their tenure.  

When I record Leave Taken or Vacation Taken, it does not reduce the total available balance.  My Paid Time Off report shows NO leave taken.

My Payroll Items are set up as "Vacation Taken" correctly and not regular pay.

How do I enter this so that the time taken reduces my employee balances?

Hello there, @ORfinancemgr.

I'll work with you and fix the issue with the vacation leave and ensure you'll be able to enter paid time off into your employee correctly. 

The reasons why sick/vacation leave may not deduct if:

• You have the wrong payroll items.
• The employee's sick/vacation setup is incorrect.
• The box labeled "Do not accrue sick/vacation pay" is checked.
• Your employee has worked the maximum amount of hours.

If Do not accrue sick/vacation was not unchecked the moment you process them, here's a fix:

1. Employees > Payroll Center should be selected.
2. Navigate to the Employees tab. tab
3. Put a check mark next to the employee's name, then select Find Existing Paychecks.
4. Select the appropriate paycheck, then go to Edit > Paycheck Detail.
5. Make sure the Do not accrue sick/vac box is unchecked in the Review Paycheck window.
6. To continue creating paychecks, select Save & Next or Save & Close.

If the available sick/vacation time is incorrect, here's how to fix it:

1. In QuickBooks Desktop, choose Employees > Employee Center to access your list of employees.
2. Double-click the employee to open the Edit Employee window.
3. Click Payroll Info tab.
4. Click Sick/Vacation button.
5. Correct the information in the Hours available as of [date] fields in both the Sick and Vacation sections.
6. In the Sick and Vacation window, click OK.
7. In the Edit Employee window, click OK.
8. If necessary, repeat steps 2 through 4 for other employees.

Do you need to double-check your current payroll data? To see the employee's vacation and sick time balance, run payroll reports. If you need help, see this article: Create a Sick and Vacation report for employees.

You are welcome to ask with any payroll-related inquiries. If you need to record your sales or expenses, let me know and I'll show you how. I'll see you soon.

I have set up PTO in my Desktop QB. I use the Sick Time field and have set it to print PTO on the check. I am looking for a report that will give me a detailed usage of the dates and hours of PTO that have been used up to current date. I cannot find such a report and have been unable to customize a report. Can you help? I want to be able to give my employees a printout of their current usage of dates and hours of usage at any time of the year.