Sick and Vacation report for ACTIVE employees Only (no termed employees)

You can count on me, @Payroll HR.

Currently, we're unable to pull up a Sick and Vacation report that shows active employees only. I know a few workarounds you can consider performing.

First, you can run and customize the Payroll Item Detail report. Then, export it to Excel. From there, you can remove the inactive or terminated employees from the list manually.

Here's how to do it:

1. Click the Reports menu, and then choose Employees & Payroll.
2. Select the said report from the list.
3. Click the Customize Report button.
4. Search and choose "payroll item" from the Display tab.
   
5. Go to the Filters tab, and then select "payroll item" as well.
6. Choose Multiple payroll items from the drop-down, and then select the right sick and vacation filters.
7. Click OK twice.
   
8. Select the correct date filter from the drop-down to show historical data.

When you're ready, you can click Create New Worksheet from the Excel drop-down menu. Then, click the Export button. 

After that, you can now remove the inactive employees from the said report.

Another option is to run a QuickReport one employee at a time. Let me guide you how:

1. Go to the Employees menu, and then choose Employees Center.
2. Select the Active Employees filter, and then click the QuickReport link.
   
3. Then, apply the same filters stated above (steps 3 to 7).

You'll also want to save the current customization of your reports. This way, you can access them right away later on.

Lastly, I encourage you to visit our Firm of the Future page to keep up with the latest happenings and product updates.

Stay in touch with me if you have more payroll concerns or any QuickBooks-related. I'm here to help you.

Thank you ReyJohn_D for your response!  Under Reports menu bar / Employees & Payroll / More Payroll Reports in Excel / and then under, Employee Sick & Vacation History - I am able to see the data I need.  However, it includes ALL employees that ever existed with our company.

Today, I have gone to see how to tweak this report but I am not able to see where it was created/built.  I am not able to track where it came from to see if I can filter this current report.  The only option that this report (Employee Sick & Vacation History) allows me to filter when I pull it up - are the dates.

Let me know if you know where I can find this report to make a few changes.

Thank you!

Hi there, Payroll HR.

The report will show all employees who accrued and used the sick and vacation hours.

You can customize the date of the report so you can only see the names from a certain period of time. Here's how:

1. Go back to the Reports menu and select Employee Sick & Vacation History.
2. Select Custom, then enter a From and To dates.
3. Click Get QuickBooks Data.

Let me also share this article for more details: 

• Export Reports As Excel Workbooks In QuickBooks Desktop
• Fix Export To Excel Issues In QuickBooks Desktop

Please add another reply below if you still need more help with your payroll report. 

Are all these replies by bots? Does no one at Quickbooks actually read the questions submitted by users here? OP literally explained that what you just replied with IS the problem. I am currently running a report to find ONE employees accrual history and since I cannot filter it by a single person, I have to pull 3 years of data which is looking to be over an hour of processing time to run. There is no "name" filter, just the dates. OP states this and you just ignore it and reply with this nonsense? How is this possible?

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@JenoP wrote:

Hi there, Payroll HR.

 

The report will show all employees who accrued and used the sick and vacation hours.

 

You can customize the date of the report so you can only see the names from a certain period of time. Here's how:

 

1. Go back to the Reports menu and select Employee Sick & Vacation History.
2. Select Custom, then enter a From and To dates.
3. Click Get QuickBooks Data.

Let me also share this article for more details: 

 

• Export Reports As Excel Workbooks In QuickBooks Desktop
• Fix Export To Excel Issues In QuickBooks Desktop

 

Please add another reply below if you still need more help with your payroll report. 

 

 

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@MattLeeBML wrote:

Are all these replies by bots? Does no one at Quickbooks actually read the questions submitted by users here? OP literally explained that what you just replied with IS the problem. I am currently running a report to find ONE employees accrual history and since I cannot filter it by a single person, I have to pull 3 years of data which is looking to be over an hour of processing time to run. There is no "name" filter, just the dates. OP states this and you just ignore it and reply with this nonsense? How is this possible?

---

@JenoP wrote:

Hi there, Payroll HR.

 

The report will show all employees who accrued and used the sick and vacation hours.

 

You can customize the date of the report so you can only see the names from a certain period of time. Here's how:

 

1. Go back to the Reports menu and select Employee Sick & Vacation History.
2. Select Custom, then enter a From and To dates.
3. Click Get QuickBooks Data.

Let me also share this article for more details: 

 

• Export Reports As Excel Workbooks In QuickBooks Desktop
• Fix Export To Excel Issues In QuickBooks Desktop

 

Please add another reply below if you still need more help with your payroll report. 

 

 

---

 

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^^^^^ Case-in-point. I already know about this report. It has now been over an hour and I am only 60% through with the data gathering on this to see ONE employee's accrual history. This is nuts 

Hello there, MattLeeBML.  I appreciate your input from every angle.

You're right that the Filter option to customize the Employee Sick & Vacation History to a Name or specific employee only is unavailable. In the meantime, you can customize the report on the excel file to show only a particular employee by highlighting all the employees' names, right-click then, click Filter and select Filter by Selected Cell's Value. From there, you can see a drop-down arrow menu to choose a specific employee.

We recognize that each company has unique needs, and I can see how these features would benefit and empower your business. That said, I recommend sending this request straight to our product engineers through feedback. Sharing features and options that you would like implemented is how our engineers look for new product updates.

To send feedback, here's how:

1. Go to the Help menu at the top.
2. Select Send Feedback Online.
3. Click Product Suggestion.
4. Choose a feedback type and product area on the QuickBooks Feedback window. 
5. Enter your suggestion or feedback, name, and email address (optional).
6. Once done, click on the Send Feedback button.

Our developers periodically update and release new features. They might change how this works in the future. To be updated with our latest news and updates, including product improvements, I encourage you to visit the What's New section on your QuickBooks Desktop account or open this link to view our product update blogs.

Additionally, to learn more about running reports showing your employee's vacation and sick time balance, you can visit this article: Create a Sick and Vacation report for employees. It contains information on how you can customize the report to show the data you need. 

For future reference for tips and related articles about the "How Do I" steps in QBDT, visit our QuickBooks Community help website.

If you have any other concerns, don't hesitate to visit the Community again. We're always here to help you. Have a great day.

How do I get it to show number of hours vs the calculated dollar value. ( I want to see how may hours used and cannot take total $ value and divide by wage as wage has varied) 

I also need to see history of how is was accrued throughout employee employment

I'm here to help you show the data that you need for your employee, Randmom.

Once you create a paycheck, you'll be able to view the number of hours and the calculated amount under the Paycheck Detail window.
 

The calculated figures in dollar amount can be found under the Regular Pay. I've added a screenshot below:

On the other hand, you can pull up the Employee Sick & Vacation History report. This will show the history of how the hours accrued for each of your employees. To do so, follow the steps outlined below:

1. Go to the Reports menu.
2. Select Employees & Payroll, and then choose More Payroll Reports in Excel.
3. Select Employee Sick & Vacation History report.
   

Furthermore, QuickBooks offers different payroll and employee reports that can help you manage payroll and keep track of your employees. Learn how you can customize them by reading this article: Customize Payroll and Employee Reports.

Post your reply below if you need further assistance in calculating the number of hours of your employees and their accruals. I'm always right here to further assist you.

Quickbooks should have a report that will generate only active employees vacation time available report. It's ridiculous that this can't be done. I have spent hours opening up every paystub of an employee that used vacation hours to see how many he has left to use. I had to do the same thing that you pictured above and this one employee has been with us since 2015. Quickbooks, when will a solution be made for this?

I recognize the convenience of populating a report showing the vacation time for active employees only, Tpierce15. We can work together to submit a suggestion to our product innovators.

Time is essential when processing payroll and tracking vacation hours. Since you'll have to go through every paystub manually to view what is left, running a report that calculates it automatically would be beneficial. In this case, I recommend following the steps below to share this idea with our developers.

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.

To answer your question regarding a resolution, we're unable to provide an estimated time for a report's feature update. Rest assured that our creators will review and consider it for future enhancements based on the number of users' requests.

Keep an eye on your proposals through this website and stay updated on recent developments by visiting our blog.

In the meantime, please continue checking the Paycheck Detail or Employee Sick & Vacation report to get the data you need.

You'll want to explore how to tailor reports to oversee payroll and keep track of employee expenses: Customize payroll and employee reports.

Furthermore, this reference covers basic information about reports that will allow you to use it accordingly: Understand reports.

I've got you covered if you have more questions about personalizing employee reports. Let me know by using the Reply option below. Take care always!