Want PTO amts to reset at FLAT AMT @ the beg of the yr - NOT accrued

I hear you on this, tkudla.

You can reset the PTO balances, by following these steps:

1. Go to Payroll > Employees.
2. Select employee’s name and click the Edit link next to Pay.
3. In the How much do you pay [employee]? section, select Edit.
4. Select Paid time off,  Unpaid time off, Sick Pay, Vacation Pay or Holiday Pay.
5. Enter the hours per year and Maximum allowed hours (optional).
6. Hit OK, and then Done.

Please see this sample screenshot for a visual reference:

If you need to add hours that someone has earned, you can enter those hours to the Current Balance and then select OK.

For more details, feel free to check out this article: Set up and track time off in payroll. 

Please let me know if you have further questions about the process. I'm here to offer additional help. Have a nice day.

Hi, thanks for your reply.  I actually did go in and change every employee's designated pay individually, adding the annual flat amount to be renewed at the beginning of the year, and it is STILL accruing per pay period and changing over on anniversary date. : -/

Thanks for your reply.  Actually, I did go in and update each employee individually to add a flat amount and renew at the beginning of the year, but it is STILL accruing per pay period and renewing at anniversary dates.  Huge problem for us.

PART B:  As a matter of fact, I am seriously frustrated.  I went in at the beginning of the year and did all of this work resetting every employee and updating their PTO balances, told them that their balances are now finally accurate, and now they are all off again, because accruals have been adding every pay period this year! 

This is ultimately a reflection on me, as the payroll manager, AND I now have to go back in and adjust every single employee's balances AGAIN.

Please let me know how this can be resolved right away.  Thanks.

I know that having to go through multiple resetting can be time-consuming, tkudla.

Our Payroll Support Team will be your best resource to handle this type of situation. I would recommend reaching out to them so one of our specialists can take a look into your specific account in a private 1-on-1 setting and troubleshoot this for you right away.

Here's how to reach out to them:

1. Press the Help icon at the top to display the QB Assistant window.
2. Then, select the Talk to a human menu and enter the issue/topic.
3. Next, click the I still need a human button and select the Contact us link.
4. Choose to Message an agent for real-time assistance or Get a callback.

The Community is always here to lean a hand if you have any other questions.

Thanks, I did try to set an appointment with that function, but it said they don't have any openings.  I will have to go onto a chat, but the problem is...I have spent many hours waiting for help in the chat, and I just don't have a lot of time for that.  For example, on this past Friday, I spent over 2 hours between waiting and trying to resolve another issue.  I have no choice but to call again tomorrow, while I am also trying to process payroll.  Sorry, but I'm not a happy customer right now.