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In QB Desktop Pro, there's only one box for maximum hours in the sick pay accrual area, and it has a vague label of "maximum number of hours." Does this refer to hours to carry over at the end of the year, maximum hours at a time (looking only at accumulated and ignoring used) , or hours allowed (accumulated and used) for the year?
Making sure your payroll is entered into your QuickBooks Desktop file is key to allowing you to track your information quickly and efficiently. I can help you with how sick pay is tracked in QuickBooks Pro.
When you access your sick pay hours in Pro the maximum hours is for the maximum hours allowed in that year. This is so QuickBooks can alert you if an employee has already reached or exceeded the maximum you have set up. If you are having trouble setting up sick hours you can also follow the steps in this article.
The article you referred is for Enterprise and has multiple fields for different types of maximums; if I understand your reply correctly, you are saying that QB Pro is the same as "maximum amount for the year" meaning that if an employee has a max of 40, once they've earned 40 whether it's through carryover or earning, they can't earn anymore even if they use all of it. In other words, it's not the maximum that they can accumulate at any one time; it's the maximum that they can earn. Is that correct?
Allow me to clarify my response to better explain this function of QuickBooks Desktop's Payroll add-on.
What the maximum amount is referring to is the maximum amount of hours allowed in the year. This number is input by you and is not based on accrual but a set number you give. This means that if you try to give sick hours past that number QuickBooks will give you a warning saying it's passing the maximum amount set up. You can still bypass this and allow it to go through, but that is up to you on a case by case basis.
You can also set up sick pay accrual which that article shows.This is used if you have your employees accrue sick hours like vacation pay which gives you more options to set up. This can be done on multiple versions of QuickBooks Desktop and not just Enterprise. However if you want the best of both worlds, you can also look into our pro advisor program which gives you premier accountant, payroll and one enterprise license. You can look up more about our pro advisor program here.