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kerryboersma
Level 4

Employee sick & Vacation History report

So I have looked through the community and found nothing on this.  I am running the payroll report for excel sick and vacation and the dates are NOT in order. Why would this happen.  It's very hard to ready this way.

17 Comments 17
ReymondO
QuickBooks Team

Employee sick & Vacation History report

Hello, @kerryboersma. Thank you for raising your concern in the QuickBooks Community and for including a screenshot.

 

It's possible that the report's data was sorted into a different column, causing the dates to appear out of order. Don't worry, I can guide you through the steps to sort the data by dates in Excel. This will allow you to easily review the Employee Sick & Vacation History report.

 

Let me show you how:

 

  1. Drag down the column to select the dates you want to sort. 
  2. Click Home tab. 
  3. Select the Sort & Filter drop-down arrow.
  4. Click Sort Oldest to Newest, or Sort Newest to Oldest.

 

 

Additionally, you have the option to customize any reports generated in QuickBooks Desktop. This will enable you to extract the specific information you need for your business.

 

Please feel free to reach out if you have any further questions regarding the Employee Sick & Vacation History report. I'm here to assist you. Have a great day!

BigRedConsulting
Community Champion

Employee sick & Vacation History report

I think that can happen if the wrong data is returned from QuickBooks, which can happen if you have multiple version of QB open at the same time or if you switch company files during one session.

 

If you restart your computer to clean up memory and then try again, then do you get the expected results?

janeensmithcpa
Level 2

Employee sick & Vacation History report

I have been having the same trouble for a couple months when running the excel year to date.  It sorts the months by 01,10,11,02,03,04, etc.  It didn't do this last year.  I started noticing it in October this year.  The report can be resorted by date but it has to be done one employee at a time which is time-consuming if you have very many employees at all.  Also, you have to sort it without including the vacation balance column or it gives you incorrect running balance totals.  I run this report every payday for a large employer.  We really need QuickBooks to find a fix for this.

janeensmithcpa
Level 2

Employee sick & Vacation History report

This doesn't work because we need it sorted one employee at a time and not the whole report.  Also, it won't do it anyway because of merged cells.  

janeensmithcpa
Level 2

Employee sick & Vacation History report

This doesn't work because we need it sorted one employee at a time and not the whole report.  Also, it won't do it anyway because of merged cells.  

janeensmithcpa
Level 2

Employee sick & Vacation History report

This comment relates to the reply regarding sorting.  It keeps attaching to the wrong reply.

 

 

Candice C
QuickBooks Team

Employee sick & Vacation History report

Hey there, @janeensmithcpa

 

Thanks for replying back and giving us some additional information. 

 

The best route would be to use the steps my colleague provided. However, since they weren't successful, I recommend submitting your feedback to our Product Developers. 

 

After reviewing your request, they'll consider adding it to the next available updated based on improvements that need to be made within the system for you and other users. Here's how: 

 

  1. Go to the Gear (Settings) icon. 
  2. Press the Feedback option. 
  3. Enter your suggestions and tap Next to submit your feedback. 

 

I hope this helps answer your question. Feel free to come back if you have any other concerns. Have a wonderful day! 

janeensmithcpa
Level 2

Employee sick & Vacation History report

Your suggestions to submit feedback are in QBO and the issue is in QBD.  Was this intentional?  Do I submit QBD feedback in QBO?

ChristineJoieR
QuickBooks Team

Employee sick & Vacation History report

Allow me to provide you with some updates, @janeensmith. I can see my colleague provided steps applicable to QuickBooks Online. With that, I'm here to share how to submit feedback via Quickbooks Desktop.

 

All QuickBooks users can provide product ideas anytime. There is no limit to how much or how often you can submit feedback or thoughts to our developers.

 

Here's how:

 

1. Hover your mouse over the menu and choose the Help button.

2. Select Send Feedback Online.

3. Then click the Product Suggestion.

4. Enter the Type of Feedback and Product Area.

5. Lastly, press the Send Feedback button

 

Our developers are working harder to address your concerns. We are also available if you have questions or require additional QuickBooks assistance. Keep safe, @janeensmith.

BigRedConsulting
Community Champion

Employee sick & Vacation History report

@janeensmithcpa  RE: I have been having the same trouble for a couple months when running the excel year to date. It sorts the months by 01,10,11,02,03,04, etc. 

 

That's quite unusual, but looks like the pattern in the OP's attached image. It's almost like it's sorting the dates as if they're text, like: 1,10,11,12,2,3,4,5,6,7,8,9

 

I tried, but I can't duplicate the issue.

 

I dug under the covers of the report and it looks like the report depends on QuickBooks returning the data in date order.

 

What version of QuickBooks are you using?

Also, what's your computer's system date format?  Typically it's MM/DD/YYYY, for example...

 

MarkEmerald1
Level 1

Employee sick & Vacation History report

What report did you run in order to get the dates taken to show up? I am beyond frustrated that QB doesn't have a simple report to track when employees take vacation. Thanks for your help.

MadelynC
Moderator

Employee sick & Vacation History report

I understand the convenience of having an easy way to track employee vacation dates, @MarkEmerald1. Let me guide you through the process of obtaining this information.

 

In QuickBooks Desktop, you can run the Employee Sick & Vacation History report to track when employees take a vacation. You can also view the used hours and time off balance from there. Refer to the following steps below to access it:

 

  1. Go to the Reports menu.
  2. Choose Employees & Payroll.
  3. Select More Payroll Reports in Excel and then Employee Sick & Vacation History.
  4. Filter the date period and hit Get QuickBooks Data.
    1.PNG

           
This reference provides information on how QuickBooks generates reports and other available report features: Understand reports.


If you have any other concerns besides payroll reports, please let me know by leaving comments below. I’ll get back to you as soon as I can, @MarkEmerald1.

BigRedConsulting
Community Champion

Employee sick & Vacation History report

@MarkEmerald1  RE: What report did you run in order to get the dates taken to show up?

 

The report is on the QuickBooks menu at  Reports | Employees & Payroll | More Payroll Reports in Excel | Employee Sick & Vacation History.

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BigRedConsulting
Community Champion

Employee sick & Vacation History report

@MadelynC  RE: In QuickBooks Desktop, the option to track when employees take vacation is currently unavailable.

 

Of course it's available. It's been available for nearly two decades.

 

Have you considered learning the QuickBooks feature set before making claims that it doesn't have features customer ask for but haven't found? Just a thought.

 

BkKpr23
Level 1

Employee sick & Vacation History report

Submitting feedback is a waste of time.

I have been having the same problem since Quick Books did one of their updates last year. It used to sort by employee & then chronologically by date for each employee. It appears that one of their programmers rewrote the code to sort as though everyone in the entire world uses the European date format which is Year, then month then day. For those of us in the USA & Canada & elsewhere that use Month then Day then Year for dates, our reports are now all messed up. We also have many employees and need this report to be right. No one has the time to fix each employee and even if your list is short "resorting" by each employee doesn't work because you also have to rewrite the excell formulas. Who has time for that?

BigRedConsulting
Community Champion

Employee sick & Vacation History report

@BkKpr23 

RE: I have been having the same problem since Quick Books did one of their updates last year.

 

We might be able to create a fixed version of the report, as we've done for some of the other reports.

 

What version-year of QuickBooks are you using?

 

Also, when running the report, is there a version number available anywhere on the windows that appear? If so, what version are you using?

BkKpr23
Level 1

Employee sick & Vacation History report

We are using Enterprise 2024 Manufacturing & Wholesale now but problems started when we were still on Enterprise 2023. There is no version on the report itself.

 

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