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melissad_sc
Level 1

Can't log time off in QB Time even though employees have PTO rules assigned in QB Payroll

In QuickBooks time, I can't assign Time Off Codes besides holidays to employees becuase we use QuickBooks Payroll and they need to be assigned there. When I go to Employees in QB Payroll, employees do have time off rules assigned to them in QB Payroll and do have available time off. When I go back to QB Time, I still can't assign any codes besides holidays for them, and they can't log any time off because they don't have any available codes.

1 Comment 1
MirriamM
Moderator

Can't log time off in QB Time even though employees have PTO rules assigned in QB Payroll

Welcome to the Community forum, Melissa.

 

I'm here to assist you with your time off concern and guide you on how to assign them to your employees in QuickBooks Time.

 

To get this resolved, we need to ensure that the time off code set-up is enabled in QuickBooks Time. To do this, follow these steps:

 

  1. Go to Feature Add-ons.
  2. Select Time Off Codes.
  3. Choose Add New.
  4. Enter the name of the Time Off code and choose whether it is a Paid or Unpaid code. Please take note that once saved, the type can’t be changed (a paid code can’t be edited to become an unpaid code).
  5. To assign the code to team members, select Assign to Individuals or Groups. Make your selections and select Save. When a Time Off code is assigned to all team members, any new team members will be automatically assigned to that code and accrual rules.

 

Once you have completed the above steps, you need to map payroll items to ensure your team is paid accurately for the hours they work. Here's how:

 

  1. In QuickBooks Time, select the QuickBooks dropdown.
  2. Choose Preferences.
  3. Select Payroll Item Mapping Tool.
  4. On Map Employees, select an employee's name.
  5. In each hour type column, select one payroll item for each. Selections are saved automatically.

 

To update payroll information in QuickBooks Time, you should reimport payroll data from QuickBooks Payroll. Simply click on the QuickBooks icon located at the top of your QuickBooks Time account and select Import. Once the import process is completed, you can verify the imported payroll information by clicking on the View Sync Log option. 

 

After doing the above steps, you should now be able to assign time off codes to your employees.

 

That's all, Melissa! If you want to have a closer look at your business finances, you can check out this article: Run and use the payroll report for QuickBooks Time.

 

If you have any further questions regarding assigning time off codes to your employees, let me know by commenting below. I'm here to help you. Have a great day!

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