PTO ON WORKFORCE INCORRECT

You're most welcome, and thanks for the detailed information, kelper62. I've outlined the steps below to help with the PTO discrepancy of your employee in QuickBooks Workforce.

First, double-check your company-wide PTO accrual settings. Accurate settings are essential for properly managing how PTO is earned and tracked for all employees. Correctly configured settings will help keep PTO balances in order and avoid discrepancies. Here's how:

1. Go to the Feature Add-ons menu, then Time off Codes.
2. Next to the PTO code, select Edit.
   
   
3. Tick the Track Accruals box, then select Edit Settings. (Make sure the correct accrual type is selected (Yearly, Every Pay Period, or Based on Hours Worked). If it's set to "Yearly," ensure the reset date is August.
4. Fill out the additional time off accrual settings you need, then click Apply.
   
   

After verifying the overall accrual setup, it's time to examine and potentially adjust individual employee balances. If accruals are off or the system hasn't updated, you can follow these steps:

1. Navigate to the Time Off menu, then click the ACCRUALS AND BALANCES tab.
2. Select the employee with the incorrect balance.
   
   
3. Click Continue.
   

• Here, you can manually add or subtract hours to correct the PTO balance.
• Make sure to provide a clear reason for the adjustment in the notes.

By following these steps, you'll ensure the overall PTO accrual settings and individual employee balances are accurate.

If there is an error, you can correct it in the Hours +/- column.

You can also refer to this article for details on this process: Set up and configure time off accruals in QuickBooks Time.

Additionally, you can use these resources to help you manage times sheets and choose the ways your team members can track time in QuickBooks Time:

• Manage timesheets in QuickBooks Workforce
• Choose how your team members can track time for QuickBooks Time
  
  

Keep in touch if there's anything else you'd like to ask about managing PTO in QuickBooks Workforce. We'll be available around whenever you need us. Stay safe!