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Mellane
Level 4

YTD PTO Accrued Not Calculating

Hi- 

We are having some interesting issues with the YTD PTO Accrued data on our paystubs.  Three primary issues, all are shown in the attached document:

1) The YTD Accrued is not calculating its total from payroll to payroll.  Basically, there is something wrong with the calculation in QB because it is able to reflect the "Current Accrued" amount correctly, but then it does not sum the YTD balance into the next pay period.  As a result, the YTD Accrued PTO is incorrect on every paystub. And what this means is that employees cannot view the total amount of PTO they have accrued YTD. 

2) Related to #1, the PTO Accrued during the pay period is not added to the YTD total

3) The amount that is currently showing as "PTO Accrued YTD" is a number of unknown origin.  In fact, I reviewed pay stubs of multiple employees. The problem is very clearly demonstrate with newly hired employees.  Their first paycheck should show the same amounts on Accrued Current and Accrued YTD... but oddly, they do not! In the case of the example provided (attached) that YTD Accured balance of 2.89 first showed up on the new hire's first paystub...and during that first period the employee had only accrued 0.15 hrs (not worked a full pay period yet).

 

 

What is working (is correct) thankfully: Balance, PTO Used current period and YTD 

 

It seems to me that a software update is needed to correct this.  The reason I say that is because (1) we have the latest version 2019 Premier Contractor's edition, and (2) we previously has all kinds of accruing errors (max wasn't working, etc) which we believed was because of a backward compatibility problem when we downgraded from Enterprise to Premier, or possibly just data corruption; so we actually created all new PTO payroll items in the current software to "reset" so to speak.  It appeared to have worked, and the key functions of accruals is working correctly once again. BUT we still appear to have this problem with the YTD calculation.

19 Comments
JenoP
QuickBooks Team

YTD PTO Accrued Not Calculating

Thanks for sharing a great amount of details, Mellane.

 

I was able to verify that we have an open investigation about incorrect YTD accruals for Paid Time OFF in the employee's pay stubs. This means that our engineers are already investigating to determine the cause of the issue and working to get it resolved at the same time. 

 

In the meantime, you can run the Paid Time Off Listing or Employee Sick and Vacation History reports to get the accurate number of available hours. Here's how:

 

  1. Go to the Reports menu, scroll-down to Employees and Payroll.
  2. Select More Payroll Reports in Excel, then click Employee Sick and Vacation History.

To get the Paid Time Off Listing report, go back to the Reports menu. Then, scroll-down to Employees and Payroll and click Paid Time Off Listing.

 

We also need to add you to the list of affected users. Everyone in the list will receive an email notification as soon as the issue is resolved. Please contact our Payroll Team Support so they can ask for your account details and you to it.

 

Here's how:

  1. Go the Help menu and select QuickBooks Desktop Help.
  2. Click Contact Us.
  3. Let them know that the employee's PTO accruals are showing incorrect in their payslips.
  4. Click Continue, then select if you want to schedule a callback.

Don't hesitate to visit us again if you need anything else. We're always here for you. 

Mellane
Level 4

YTD PTO Accrued Not Calculating

@JenoP   Thank you for your response.  Not to sound impatient, but this "investigation" has been open for months now.  Is there a deadline when we can expect the software fix to be implemented?  As you know, this actually has impact on our employees who look at their paystubs regularly and are not given accurate information about the YTD Accruals.  And, it is not a field that we are able to manually adjust (no work around possible while Intuit attempts a fix).  The whole reason we switched to version 2019 last year was because of this enhanced PTO tracking/accrual capability but it has been HIGHLY problematic. 

 

katherinejoyceO
QuickBooks Team

YTD PTO Accrued Not Calculating

Hi there, @Mellane

 

I appreciate you coming back to us. I understand the urgency to have this Accrued PTO Hours issue gets fixed immediately. 

 

At the moment, we don't have a specific timeframe as to when this gets resolved. All I can assure is that our product team is working on it and continued investigating the behavior you're seeing with paid time off appearing on paystubs incorrectly. 

 

To make sure you'll get the updates and the status of the investigation, I'd recommend you contact our Customer Care team. You can follow the steps provided by my colleague @JenoP and inform the agent that you're one of the affected users of INV-30055 for faster tracking

 

Let me know if you have any more questions. We're always delighted to help. 

katherinejoyceO
QuickBooks Team

YTD PTO Accrued Not Calculating

.

skutley
Level 1

YTD PTO Accrued Not Calculating

Have you received a fix yet.  Due to Covid-19 one of our clients shut down for 8 weeks and now when we are running payroll, the PTO accrual is off from the last pay ran before the shutdown.  Client and his Employees are not amused.

ReymondO
QuickBooks Team

YTD PTO Accrued Not Calculating

I can only imagine what you must be feeling right now. In these tough times, we want to provide you with some relief, @skutley.

 

I looked into our records and found out that the investigation associated with this thread is still open. 


Our product engineers are now prioritizing this so you can get back to your business as soon as possible.


For now, I recommend giving our Customer Care Team a call so they can add your account details to the list of affected users. This way, they can send you an email update

as soon as a fix is implemented.

 
Here's how you can reach out to us: 

 

  1. Go to the Help icon and select QuickBooks Desktop Help.
  2. Select Contact Us.
  3. Give a brief description of your issue, then select Continue.
  4. We’ll provide you a few support options. Select which one is best for you.

 

Please check out our support hours to ensure that we address your concerns on time.

 

If you need more help regarding other tasks in QuickBooks Desktop, you can check our articles here. Make sure that the topic is set as "QuickBooks Desktop."

 

If you have further questions or concerns, feel free to reach back out anytime.

 

Mellane
Level 4

YTD PTO Accrued Not Calculating

Is this resolved YET?  This feature was released in 2019 as finally resolved... and still not working.  The accruals work, but the YTD total does not calculate. It clears/resets the YTD accrued every paycheck, such that the YTD number is identical to the amount accrued during that one payperiod, which means IT NEVER HITS THE MAX that we set in their payroll profile.  We actually LOST MONEY due to this problem last year because the "fixed" system kept accruing past the maximums set and employees all earned significantly more PTO than our policy.  As you can imagine, trying to "take back" the over-accrued PTO from them nearly caused a mutiny.  We are watching it like a hawk, but have over 60 employees and it costs us time and effort that we should not have to spend.  What is the status of fixing this calculation?

Mellane
Level 4

YTD PTO Accrued Not Calculating

We continue to have the problem.  Accruals calculate on each paycheck, and the accruals are correctly added to the employee available balance; BUT .... and herein lies the problem... the YTD accrual functionality does not work. And thus, the accruals continue to calculate endlessly....never hitting the MAX  ("maximum number of hours to acccrue") as set in the payroll information (for each employee).

 

GlinetteC
Moderator

YTD PTO Accrued Not Calculating

We understand your frustrations about this issue, Mellane.

 

At this time, the current status of the investigation is still in progress. We're unable to give a specific time frame as to when this unexpected behavior gets fixed. Rest assured that we're working with our engineers to resolve this as quickly as possible.

 

For now, our next update is currently scheduled for August 14, 2020. 

 

Your patience and understanding are much appreciated.

Laurie01913
Level 1

YTD PTO Accrued Not Calculating

Has this been resolved? I see an estimated date of 8/14/2020.  I too am affected by this and employees are to the point where they are accruing more than the max sick time allowed per year.  As discussed by other users, I upgraded to 2019 to resolve this issue and now find it still exists.... UGH, very time consuming to stop this calculation manually and track weekly to see who is hitting the limit.

Ryan_M
QuickBooks Team

YTD PTO Accrued Not Calculating

Hi @Laurie01913,

 

I'll share available information about the open investigation stated on this thread.

 

At this time, our product engineers are still looking into the issue at hand. Once they have an update, they'll send out an email notification. If you haven't contacted our Technical Support team yet, I suggest you do so. They can add you to the list of our affected users. In case you missed it, the investigation number is INV-30055.

 

Here's how:

 

  1. On your QuickBooks homepage, go to the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Tap the Contact us button.

 

Take a look at this article as well: Report an employee's vacation and sick time used, available, accrued, and limits. It's a guide on how you can create a custom report for your employee's vacation and sick time used. 

 

I'll be around in case you need further assistance. Drop me a comment below, and I'll be sure to get back to you. 

Mellane
Level 4

YTD PTO Accrued Not Calculating

Please advise status.

MONTHS AND MONTHS have gone by and this is still not resolved.  IT IS ABSOLUTELY UNACCEPTABLE that (1) we have INACCURATE YTD PTO accrual figures ON PAYSTUBS. This is what employees refer to most. And they expect paystubs to be correct.  The fact that they are not is a reflection on us, the employer. QB reports do not help employees.

(2) we have to pay our office staff to spend time and energy on manual work-arounds

 

Nick_M
QuickBooks Team

YTD PTO Accrued Not Calculating

Hi there Mellane. 

 

Thanks for dropping by the Community. My suggestion to you would be to reach out to our support team, simply because they will be able to look through your account with you in a 1-on-1 setting that we cant do here in the public forum setting that is the Community. To reach them, follow these steps:

 

Contact us through your product:

  1. Sign in to your QuickBooks Online company.
  2. Go to Help (?).
  3. Select Contact Us.
  4. Enter your concern, then select Let's talk.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.

If you have any other questions, feel free to post below at anytime. Thank you and have a nice day. 

RCorp
Level 1

YTD PTO Accrued Not Calculating

Our business is having this same issue.  It has been ongoing for a full year now and we are on a supported version of QuickBooks.  We will be moving away from QuickBooks, but that doesn't mean we won't be interested in starting a class action lawsuit against Intuit for their utter lack of support for system bugs.  This is the fourth such issue we have encountered with no resolutions for months or sometimes years.

Lauriebookkeeper
Level 1

YTD PTO Accrued Not Calculating

Can we get status information on this issue/update ?

Rea_M
QuickBooks Team

YTD PTO Accrued Not Calculating

I'm here to ensure you'll get the updated status of the investigation regarding the YTD Accrued PTO hours in QuickBooks Desktop (QBDT) Payroll, @Lauriebookkeeper.

 

I looked into our records and found out that the investigation (INV-30055) about incorrect PTO hours on employee's paychecks is still open and in progress. We appreciate your patience regarding the issue. I assure you that our product engineers are prioritizing this so you can get back to business in no time.

 

In line with this, I'd recommend contacting our Customer Care Team. With this, your account will be added to the list of affected users. This way, you'll be notified through email once the issue is fixed. You'll first have to check out our support hours to ensure we can assist you on time. Here's how:

  1. Go to the Help menu.
  2. Select QuickBooks Desktop Help.
  3. Click the Contact Us link.
  4. Give a brief description of your issue, then select Continue.
  5. We’ll provide you a few support options. Select which one is best for you.

 

In the meantime, I'm adding this article to further guide you in effectively managing your employees and payroll account: Payroll Management. It includes topics about payroll forms, taxes, and updates to name a few.

 

Please feel free to leave a comment below if you have other payroll concerns or inquiries. I'm just around to help. Take care always.

Accountant44
Level 1

YTD PTO Accrued Not Calculating

This issue has affected our ability to accuratetly record PTO "used" when the set up is based on the employee  anniversary date renewal. The "Used" time only shows on the employees paystubs for the current YTD not prior year used PTO, the used and available do not add up to the total amount of PTO earn per Anniversary year. Which in turn has taking countless hours of explanation to each employee on how to calculate their Used and available PTO. This issue makes this feature worthless as PTO tracking and accruing time on anniversary date set up. 

 

Sincerely, 

KatetheSk8
Level 1

YTD PTO Accrued Not Calculating

2/15/21: We are having this issue also, since new year turned over Jan 1, 2021. 

PTO is CRUCIAL for all businesses, this could be potential legal liability for us!

Not to mention the giant time suck in looking at timecards, reports etc.

There is no HR software for small business and we rely on QB to do the right thing. 

I see that there is still no resolution for this, we are not happy!

 

Rubielyn_J
QuickBooks Team

YTD PTO Accrued Not Calculating

This is not the impression we want you to have when doing the task regarding the YTD Accrued PTO hours, @KatetheSk8.

 

I check for the INV-30055 about Accrued PTO Hours show incorrectly on Paystubs and found that it's still open and in progress. 

 

We understand the frustration of not having this function as expected, but rest assured our product engineers are currently working on it. In this case, I recommend contacting our support team. I understand that this can get your time away from your business, however, this is the option we have right now. This way, they can add your name to the list of affected users to be notified once this has been resolved. 

 

Here's how: 

  1. Open your company file.
  2. Go to the Help menu.
  3. Choose QuickBooks Desktop Help.
  4. Click the Contact Us link.
  5. Enter INV-30055, then select Continue.
  6. We’ll provide you a few support options. Select which one is best for you.

 

You may also check these articles for future use: 

 

Thank you for your patience and please feel free to leave a comment below if you have any other questions. I'll make sure to get back to you right away. Keep safe always.

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