@Rooruby2000 wrote: Does the screenshot I sent look correct? This employee should have had 80 hrs available 1/11 as a result of his anniversary date. Do I need to change the number of hours available for it to work correctly?
Yes, your screenshot looks correct. Note that editing the employee and changing the accrual properties doesn't change the sick or vacation balance. Instead, you're setting up a formula for the future calculation, which doesn't impact prior paycheck accruals or the current balance.
When you set up the accrual per year, QuickBooks adjusts the balance as you create a paycheck when the pay period end date crosses the year boundary, compared to the prior paycheck's pay period end date or, (I think) if there isn't a prior paycheck, then when the pay period range for the current paycheck includes the year boundary.
Anyway, QuickBooks is pretty smart about it, but it's also rather opaque. It gets really wonky if you accrue and the annual reset happens (if enabled) and the employee takes vacation time all on the same paycheck, for example. It's a mind-bender and the resulting balance sometimes seems wrong, but I've worked through it and it seems to work out every time.
So, yes, if you want to impact the balance for an anniversary that has already passed, then do that manually one last time. But if the anniversary is coming up and a yet-to-be-created paycheck's pay period will cross the annual boundary, then it'll adjust when you pay the employee.
