How do I sync PTO from Quickbooks Time with Quickbooks Online?

There are several reasons that can lead to discrepancies in the employee's PTO balance between QuickBooks Time and QuickBooks Online accounts. I’ll outline some steps to ensure that the balance is consistent across both platforms, adrienne18.

First, let’s check the sync log in QuickBooks Time to confirm whether the approved PTO request was successfully synced in QBO. Here’s how to do that:

1. Click the name of your QBO account in the upper-right-hand corner.
2. Select View Sync Log.

Once done, check if the log indicates that PTO data was exported to QBO. If not, export the approved request once again. Here's how:

1. Click the name of your QBO account in the upper-right-hand corner of QuickBooks Time.
2. Choose Export Approved Time.

Aside from that, we also need to make sure that the requested time off was used or added to a paycheck. Please note that the actual balance will only decrease once the correct time off item is used.

If a regular hourly item is used instead of PTO, you can delete and recreate the paycheck. Let me share these articles as your guide:

• Edit, delete, or void employee paychecks
• Create a late (backdated) paycheck in QuickBooks Payroll

Once done, go back to QBO and check if the balance is already updated.

Let me also share these articles for additional details about using this feature:

• Fix an error when syncing hours between QuickBooks Time and QuickBooks Online
• About QuickBooks Online timesheets syncing with QuickBooks Time

Lastly, you can manually adjust the PTO balance in QBO. Here's how:

1. Go back to the employee's profile and proceed to the Time off section.
2. Click Edit in the right-hand corner.
3. Adjust the balance in the Current balance field.
4. Click Save.

Feel free to utilize these additional resources if you need assistance with tracking hours in QuickBooks Time:

• Set up and use projects for QuickBooks Time
• Update company settings for QuickBooks Time

Don't hesitate to return if you have any follow-up questions or need further assistance. Whether it pertains to tracking employee time off, processing payments, or any other payroll-related tasks, we are always here to help.