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Intuit

Create a Sick and Vacation report for employees

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:

  1. Go to Reports menu, then select Employees & Payroll.
  2.  Employee Contact List.
  3. Select Customize Report.
  4. Go to Display tab, then select the following information for Columns:
    • Sick limit
    • Sick available
    • Sick used
    • Vacation limit
    • Vacation available
    • Vacation used
  5. Select OK.

Create a Time Off List report:

  1. Go to Reports menu, select Employees & Payroll, then select Time off List.
  2. Select Customize Report.
  3. Go to Display tab, then select the following information for Columns:
    • Sick limit
    • Sick rate
    • Vacation limit
    • Vacation rate
  4. Select OK.

Create a report for Sick Time and Vacation Time used in a given time frame:

  1. Go to Reports menu, select Employees & Payroll, select Payroll Item Detail.
  2. Select Customize Report.
  3. Go to Display tab, then select the following information for Columns:
    • (left margin)
    • Type
    • Date
    • Source Name
    • Payroll Item
    • Wage Base
    • Qty
    • Amount
  4. Select OK.
  5. Choose your Date Range.

Tip: You can save your customized reports by creating memorized reports.

 

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