Learn how to create reports showing your employee's used, available, accrued, and maximum Vacation and Sick time in QuickBooks Desktop. Note that you won't be able to find the available balance for historical data. The reports only show the current Vacation or Sick time balance
To customize your report:
- Go to Reports menu, then select Employees & Payroll > Employee Contact List.
- Select Customize Report.
- Go to Display tab, then select the following information for Columns:
- Sick limit
- Sick available
- Sick used
- Vacation limit
- Vacation available
- Vacation used
- Select OK.
To create a Time Off List report:
- Go to Reports menu, then select Employees & Payroll > Time off List.
- Select Customize Report.
- Go to Display tab, then select the following information for Columns:
- Sick limit
- Sick rate
- Vacation limit
- Vacation rate
- Select OK.
To create a report for Sick Time and Vacation Time used in a given time frame:
- Go to Reports menu, then select Employees & Payroll > Payroll Item Detail.
- Select Customize Report.
- Go to Display tab, then select the following information for Columns:
- (left margin)
- Type
- Date
- Source Name
- Payroll Item
- Wage Base
- Qty
- Amount
- Select OK.
- Set the Date Range (time frame for the report).
Tip: You can save your customized reports by creating memorized reports.
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Note: You can move your report columns by positioning your mouse pointer over to the title until the image of the pointer changes to a small hand. Click and hold the left mouse button, then drag the column left or right. |