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4
45-4223538
December 12, 2025
Question

PTO Carry forward

  • December 12, 2025
  • 1 reply
  • 5 views

We have a policy to carry forward balance 24 hours of PTO to next year so if we have to do this manually when to do it as we run 15 days back payroll

1 reply

C
ClaireSamanthaSQuickBooks Team
QuickBooks Team
December 12, 2025

Hi there, Highly.   

 

Since you've run payroll 15 days back, you'll need to adjust PTO balances at the end of the calendar year or before running the first payroll of the new year. This ensures that your employees have access to their updated PTO balances at the start of the new year when their carry-forward limit takes effect.  

 

To adjust PTO in QuickBooks Online:  

 

  1. Go to the All apps menu and click on Payroll. 
  2. Select Employees, choose the employee, and edit their Time off policy. 
  3. Add up to 24 hours to their PTO balance, following your company’s policy. 
  4. Click Save to apply the changes.  


     

If you have additional questions or concerns, feel free to leave a comment below. 

Nicole_N
Nicole_NQuickBooks Team
QuickBooks Team
December 15, 2025

Hi, @Highly.

 

Hope you're doing a great day. I just wanted to follow up on your concern and check if you were able to achieve your goal through the information provided. Please let us know if everything is now working as expected or if you have any clarifications.

 

We’d be glad to provide further help. Looking forward to hearing from you.

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