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DBHa
Level 1

PTO accruals in QB Time: Includes unapproved hours or only approved?

The QB Time PTO Balance report shows current PTO balances. Is this balance inclusive of current period unapproved hours, or only approved?

1 Comment 1
Rea_M
Moderator

PTO accruals in QB Time: Includes unapproved hours or only approved?

Hello, DBHa.

 

The PTO Balance report (Time Off Balances) in QuickBooks Time should show the time off balances of the specific period's approved hours. I'll share more details about this below.

 

You can view your team members' time off ledgers in the Accruals and Balances tab. Change the date if you want to view balances for a specific period or what the balance might be in the future based on predictive accruals.

 

In some instances, a time off timesheet isn't created immediately after time off is entered. This helps with accuracy in accrual balances. One is created when the balance covers the entire entry and the time off dates are within the pay period. Then, once the time off is outside the current pay period, time sheet is created based on the accrual type.

 

Please see this article to learn more about managing time off in QuickBooks Time: Set up and Manage Time Off in QuickBooks Time.

 

Additionally, admins and managers can approve or deny team members' time off. You may want to check out this article on how you can complete this process in QuickBooks Time: Approve and manage time off entries for team members in QuickBooks Time.

 

I'm all ears if you have further concerns about PTO accruals in QuickBooks Time. You can add your reply below, and I'll circle back to help you.

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