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R
rahuldadhich
April 13, 2021
Question

Import employees PTO Time-off to QuickBooks Desktop

  • April 13, 2021
  • 1 reply
  • 0 views

I am importing employee timesheet attendance(regular) data using iif file, and it's working fine for me.

Now I want to import employees PTO, time-off, vacation, sick leave requested hours also in QB Desktop so those requested hours get deducted from the balance available in QB Desktop. Is there any way I can create iff file and import the same in QB Desktop?

1 reply

Angelyn_T
Angelyn_T
April 13, 2021

Hi Rahul.

 

Allow me to share with you some information about tracking your employees' time off, vacation, and sick pay.

 

Time off, vacation, and sick leave need to be set up from the employees' profile. Thus, you have to set and track time off in QuickBooks Desktop manually.

 

Here's how to set up time off in payroll:

 

  1. Go to the Lists, then Payroll Item List.
  2. Tap on the Payroll Item dropdown, then New.
  3. Click on Custom Setup, then Next.
  4. Select Wage, then Next.
  5. Choose Annual Salary or Hourly Wages, then Next.
  6. Select Sick or Vacation Pay, then Next.
  7. Enter a name for the item, then Next. If you use the time off you can rename this item to TO.
  8. Choose the expense account you want for the item, then Finish.

 

And, here's how you can add paid or unpaid time off and adjust your time off policy.

 

I'm also adding this link for more tips while working with QuickBooks or payroll in the future: QuickBooks help articles, video tutorials, and more.

 

If you have any other follow-up questions about importing IIF files and PTO, let me know by adding a comment below. I'm always here to provide additional assistance. Keep safe!

R
rahuldadhichAuthor
April 16, 2021

Thanks for the reply.

 

I got your point my only concern is: assume I configured all PTO, Sick leave, Time-off types for employees under QB Desktop. How can add a future entry for employee time-off, sick leave requests?

 

Ex: John requested vacation leave for the coming week, how can I add an entry in QB Desktop?

 

Is there any solution available like I can import IIF files with those date entries with payroll item and amount(hours)?

R
RCV
April 16, 2021

Thanks for coming back, rahuldadhich.

 

The option to add a future entry for employee time-off, sick leave requests in QuickBooks is unavailable. What we can do is put your employees’ sick and vacation time on their paycheck. Here's how:

  1. Open the Preview Paycheck window when creating a paycheck.
  2. In the Earnings section, go to the Item Name column, and from the dropdown, choose the sick or vacation item you created.
  3. For hourly employees, enter an hourly rate in the Rate column and the number of hours in the Hours column. If the time will be "unpaid," then set the rate to 0.
  4. For salaried employees, enter the number of hours worked next to the regular salary earnings item in the Hours column and the number of hours paid for sick/vacation time next to the sick/vacation salary earning item in the Hours column. QuickBooks will divide the salary rate accordingly once the correct number of hours are entered.
  5. Continue to create paychecks.

 

For further insights, you may check these articles:

 

On the other hand, the option to option to import payroll-item, date, and amount using Intuit Interchange Format (.IIF) files is unavailable. To learn more on what are the things you do with IUF files, see the Tasks you can do with IIF files article. You'll want to check for a third-party application that can help you import IIF files with those date entries with payroll item and amount(hours) in QucikBooks. You can check out the apps that are compatible with QuickBooks at this link: https://desktop.apps.com/home. Any questions about integrating the app into your software are best handled by the third-party app provider.

 

To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away.

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