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Deadwood Al
November 17, 2024
Question

Enhanced Payroll - custom report?

  • November 17, 2024
  • 1 reply
  • 0 views

Does anyone have a report format they'd be willing to share that would provide a history of vacation / PTO / sick hours for "X" number of pay periods? This would be very helpful in instances where we are trying to go back and confirm hours taken when employee and/or supervisor disagree with the total shown on the employees check. Ideally the report would be filtered for a specific employee, and then filtered for a date range, and would show only the changes (+ or -) to vacation, sick, or PTO. Any suggestions welcome and appreciated. Thanks in advance.

    1 reply

    J
    JorgetteG
    November 17, 2024

    It is possible to customize a report in QuickBooks Desktop Payroll to effectively track vacation, PTO, and sick hours over a specified period, Deadwood Al.

     

    While there isn't a pre-built report that matches these specific needs, you can generate a custom report that will serve your purpose seamlessly.

     

    Here's a step-by-step guide to assist you:

     

    1. Navigate to the Reports menu, then Employees & Payroll.
    2. Select the Payroll Item Detail report, then click Customize.
    3. In the Display tab, select Payroll Item.
    4. In the Filters tab, choose Multiple Payroll Items and add the necessary payroll items. (e.g., Vacation, Sick, PTO).
    5. Set the desired date range for your review.
    6. Click the Excel button, choose Create New Worksheet, and Export to Excel. It will allow you to filter further and organize the data as needed.

     

    You may also want to consider using third-party reporting tools or add-ons that integrate with QuickBooks Desktop for enhanced reporting capabilities.

     

    Additionally, you may find this article helpful: Customize reports in QuickBooks Desktop. It provides detailed guidance on tailoring reports to fit your specific requirements.

     

    You might want to consider memorizing the report in QuickBooks Desktop. This feature allows you to save your current customized settings, making it convenient for future access.

     

    If you have additional questions about managing your reports or any other QuickBooks-related inquiries, please let me know. I'm here to assist you. Take care and have a nice day.

    D
    Deadwood AlAuthor
    November 17, 2024

    Isn't this going to pull out the dollars and not the hours? I don't want dollars, I want to see the number of hours.

      D
      Deadwood AlAuthor
      November 17, 2024

      Tried it ... produces dollars, not hours. Before you tell me QB can't do that based on hours, take a look at the data present when doing payroll ... it does include "hours" as a basic input, whether salary or hourly. In fact, if QB didn't track hours, how on earth would it be able to come up with a total remaining hours available?  

       

      QB Team .... try again.

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