Learn how to create reports showing your employee's vacation and sick time balance, vacation/sick time used, and maximum hours in QuickBooks Desktop.
Note: The report only shows the current vacation or sick time balance. The available balance for historical data will not show.
Customize your report to show the vacation/sick time balance:
- 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.
Create a Time Off List report:
- Go to Reports menu, select Employees & Payroll, then select 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.
Create a report for Sick Time and Vacation Time used in a given time frame:
- Go to Reports menu, select Employees & Payroll, select 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.
- Choose your Date Range.
Tip: You can save your customized reports by creating memorized reports.