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klingerson
September 13, 2017
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Employee Vacation Time

  • September 13, 2017
  • 2 replies
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Hello All, So i haven't used quickbooks in a very long time and i just recently took over our companies accounting which includes quickbooks. I have navigated through everything else pretty eaisly, but i am stumped on where to enter our employees Vacation time off. This consists of paid and unpaid time off. Our employees recycle this every year on their anniversary date which i have figured out where to enter that information. But what i wanted to ask is if i have to enter this information while i am doing an employees pay each week and if there is a way to enter this after the fact. I was for a week entering this information in the leave of abscense space and quickly realized this was incorrect. Any pointers or direction is greatly appreciated to ensure i get their time in correct. Thank you. 

    Best answer by MichelleT

    Hi there, @KimM,


    I’m happy to help set up QuickBooks to automatically accrue vacation and sick time every anniversary date.


    Here’s how:


    1.    Click the Employees menu.
    2.    Select Employee Center.
    3.    Double-click the employee’s name.
    4.    Click the Payroll Info tab.
    5.    Click the Sick/Vacation button.
    6.    Fill out the necessary information.
    7.    Enter the Begin accruing sick time on and Begin accruing vacation time on dates.
    8.    Click OK.
    9.    Click OK again.


    To ensure the vacation and sick time appears on the pay stubs, here are the steps:


    1.    Click the Edit menu.
    2.    Select Preferences.
    3.    Click Payroll and Employees.
    4.    Click the Company Preferences tab.
    5.    Click Pay Stub and Voucher Printing.
    6.    Check the Vacation used and vacation available and Sick used and sick available boxes.
    7.    Click OK.
    8.    Click OK again.


    I’ve added this article in case you need additional information about setting up sick and vacation pay in QuickBooks Desktop: https://community.intuit.com/articles/1436940


    Feel free to stay in touch with me if there’s anything else you need.

     

     

    2 replies

    AliciaRoy
    AliciaRoy
    September 14, 2017

    Hi klingerson, 

     

    I'm here to help you set up your employee's time off. 

     

    If you're using QuickBooks Online, you can do so by following these steps: 

    • Choose Employees on the left navigation panel, and click on the employee's name. 
    • Go to the Pay section and click the Pencil icon to edit. 
    • Locate Item 3, and click the Pencil icon next to Additional pay types. 
    • Here you'll see both Sick Pay and Vacation Pay, where you can select policies from the drop down menu. If you need to, you can add New vacation/sick pay. 
    • Once you've finished filling out the information, make sure you click Done. 

    Next time you run payroll, you'll see the option to enter vacation/sick hours. This is typically done as you're running payroll, however you can edit a processed direct deposit paycheck from your most recent payroll. Any changes will be made with a payroll correction on the employee's next paycheck(s): https://community.intuit.com/articles/1436553. 

     

    If you're using QuickBooks Desktop, the following article has information on vacation and sick time off: https://community.intuit.com/articles/1436940. 

     

    Please let me know if you have any further questions. I'm always happy to lend a hand. 

    K
    klingersonAuthor
    September 14, 2017

    I am in fact using Quickbooks Desktop, the time and everything has already been set up the system itself has been being used in our office since 2013, but like most offices there are no notes or direction as to where to or how to. I will look at everything you have sent me. I have two books for this as well as i have looked online and i still cannot find where time off is imput after a quickbooks is already established etc. 

    N
    nlamie
    May 22, 2019

    My QB seems to have a mind of its own.  I think I've done all the appropriate set up.  Looking at payroll report today though none of the used PTO is showing up.  Looks like everyone has lots of available PTO which I know is not the case.  Any suggestions?

      IamjuViel
      IamjuViel
      May 22, 2019

      Hello there, @nlamie.

       

      The Paid Time Off List displays your employees sick and vacation time or paid time off balances. Let me walk you through in generating this list.

       

      Here’s how:

      1. Go to the Reports menu.
      2. Choose Employees and Payroll.
      3. Select the Paid Time Off List.

      You can also run the Payroll Item Detail report to see the used paid time off in a given time frame.

       

      For further insights, you may check these articles:

      Keep in touch with me if you have other questions about managing your employee’s payroll information. I’m always here to help.

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