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Level 1

Vacation & Sick policies

At what point does the system enter the preset hours for vacation & sick hours?  After the last payroll for 2018?  When the first payroll runs for 2019?

4 Comments 4

Vacation & Sick policies

Thanks for posting your concern here in the Community, @DW6.


That's a good question! I'm here to provide some information about the Vacation and Sick Pay Policy in QuickBooks Online (QBO).


If your employee has vacation and sick time balance, it'll automatically carry over into the next calendar year. This will continue to accrue until he/she reached his/her maximum hours. QBO doesn't have the option to automatically preset the hours.


On the other hand, if you have a "use it or lose it" policy, you'll need to manually change the employee's balance at the beginning of each calendar year. The steps to do this may depend on the type of payroll subscription you're using.


For QuickBooks Online Payroll (QBOP), here's how:


1. Go to Workers menu at the left panel, then pick Employees.
2. Select the name of the employee.
3. On the Employee Details, click the Pencil icon beside Pay.
4. In the How much do you pay section, select the Pencil icon.
5. Enter the employee's new current balance.
6. Click OK.


For Intuit Online Payroll (IOP):


1. Go to Employees tab, then select the name of the employee.
2. In Vacation & sick pay section, pick Edit.
3. Enter the employee's new current balance.
4. Click OK.


For your reference, you may check out this helpful article for further guidance: Set up sick or vacation pay in Online Payroll.


That should answer your concern for today. Please know that I'm only a post away if you have additional questions. I'll be here to help. Have a great rest of the week.

Level 1

Vacation & Sick policies

Our vacation time starts in the employees anniversary date rather than calendar year. 


Is there a way to do that in QB??


Thanks in advance! 


Level 1

Vacation & Sick policies

How do you set it to renew vacation on an anniversary date rather than calendar year?

QuickBooks Team

Vacation & Sick policies

Thanks for getting back to us, Barbarak.


You can change your employee's existing vacation policy by following these steps:

  1. On the left panel, click Workers.
  2. Click the Employees tab.
  3. Find and click the employee's name.
  4. Click the pencil icon next to Pay.
  5. Under How much do you pay (Employee name)?, click the pencil icon next to Additional pay types.
  6. Select New Vacation from the Vacation Pay drop-down list.
  7. Enter the Hours per year and Maximum allowed (Optional) hours.
  8. Click OK.
  9. Click Done,

You can also assign the changes to other employees who have the same policy.


Here's an article for reference: Vacation or Sick Pay Policy.


Please let me know if you have any other questions about QuickBooks. Thanks.

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