Hi,

We are using QuickBooks Desktop and have been for many years. I came in recently to manage the accounting, including payroll.

I understand how Sick / Vacation Time Off (PTO) works, but I am trying to ensure it is configured to my needs in QB.

Our PTO policy is to max out at 320 hours with accrued PTO carried over from year to year.

I am trying to understand the following within our QB setup that does not entirely make sense to me:

• We have two payroll items that are setup “Salary Personal Time” and “Hourly Personal Time”

• Under earnings (lock net pay is on), when entering personal time used for a salary employee and selecting “Salary Personal Time” I do not see any reduction in the vacation time available in the upper right-hand corner. However, if I were to select “Hourly Personal Time” I do see such a reduction.

• Secondly, is there a way to setup PTO liability accrual within the financial statements for QB?

At the moment I am looking to solve #2 as our previous bookkeeper mentioned only being able to “manually” enter the reduction in time for salary employees, which I do not believe is the best way to do this.

Happy to clarify everything further to get the direction / help I need.

Thank you.