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anna116
New Member

can I run an approved PTO report and export into an excel document?

need to somehow create a calendar for approved pto request direct from workforce

1 Comment 1
FateCandylaneT
QuickBooks Team

can I run an approved PTO report and export into an excel document?

Yes, you can run an approved PTO and export it into an Excel file, Anna.

 

Let's access your QuickBooks Workforce account and download the report from there. Here's how:

 

  1. In your Workforce account, go to Approvals from the left menu panel.
  2. Select the report dates, team members, and click Run Report
  3. Choose either Select all unapproved or select individual team members.
  4. Then, Approve Selected.
  5. Alternatively, you can go to the Approved tab.
  6. Once done, click Export Approved Time.

 

 

Moreover, you can utilize this reference to help modify your team member's worked hours: Manage timesheets in QuickBooks Workforce.

 

Following these detailed steps will assist you in managing your workers' total time off and their timesheets, Anna. Please feel free to reply below if you need additional support. We're dedicated to providing you with the help you require.

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