How do I create a custom PTO Policy in QB Online?

Thanks for visiting the QuickBooks Community, solson@united-ve.

Sharing some insights with you about the time off policies in the program. At the moment, the system will allow you to enter the hours to be accrued and maximum hours for each accrual method you select for an employee. We're still unable to set a start and end dates for PTO policies in the program. You may utilize the Maximum allowed field to set a limit for a worker.

See the following links to learn more about this topic: 

• Set up and track time off in payroll
• Supported pay types and deductions explained

I'm also sharing some steps below to help you and other users with the PTO setup.

QuickBooks Online Payroll Full Service, Core, Premium and Elite:

1. Go to the Payroll menu, then select Employees.
2. Select the name of the employee.
3. In the Pay section, select Edit ✎.
4. In the How much do you pay [employee]? section, select Edit ✎.
5. Select Time off pay policies.
6. Pick an accrual option from the ▼ dropdown menu.
7. Enter the current balance, or to change the policy, select Edit ✎ then choose how the hours are accrued, Hours per [time period] worked and Maximum allowed  (optional), then select Save.
8. Select Save, then Done.

Enable PTO in QuickBooks Online Payroll Enhanced:

1. Go to Settings ⚙️ and select Payroll Settings.
2. Select Time off Policies.
3. Select Create.
4. Complete the on-screen fields, then select OK.

To add the policy to an employee:

1. Go to the Payroll, then select Employees.
2. Select employee’s name.
3. In the Pay section, select Edit ✎.
4. Under How much do you pay [employee]? Select Edit ✎ or + Add additional pay types (like overtime and sick pay).
5. Next to Paid time off, Unpaid time off, Sick Pay, Vacation Pay or Holiday Pay, select the ▼ dropdown menu and choose the policy you would like to add.
6. If applicable, enter the current balance.
7. Select Save, then Done.

Let me know if there's anything else I can help you with your payroll time-off setup in QuickBooks Online. I'll be right here to assist you with your employee settings. Have a nice day!