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kweaver4
March 5, 2019
Question

PTO Used on Time Sheet Not Reducing Accrued PTO Balance in QB Online

  • March 5, 2019
  • 1 reply
  • 0 views

When each new accrual period occurs, each employee gets their new PTO allotment. However, when payroll is run within QB Online it does not reduce each employee's PTO balance by the amount of PTO recorded on their time sheet. 

 

Please advise if this is a set-up issue.

1 reply

Rose-A
Rose-A
March 6, 2019

Greetings, kweaver4.

I'm here to help you reduce the employee's PTO via QuickBooks Online.

 

You may want to make sure you have assigned the correct vacation and sick policy for the employee.

 

Here's how:

 

  1. Click Workers on the left pane.
  2. Choose Employees.
  3. Click the name of the employee.
  4. Click the Edit (pencil) icon on the Pay section.
  5. Go to How much do you pay an employee, click the Edit icon.
  6. Check the box beside Sick Pay and Vacation Pay.
  7. Select the policy and enter the employee's Current balance (hours).
  8. Hit Done.

Once done, you can run a dummy or sample payroll to see where you can enter hours for vacation/sick pay.

 

You may find this article helpful: https://community.intuit.com/articles/1768899-set-up-sick-and-vacation-pay-in-online-payroll#assign.

 

I appreciate you for doing business with QuickBooks. Let me know if you need more help with using PTO allotment in payroll.

M
mg-advins
February 9, 2023

Hello - the original poster did not come back to say if they reviewed their PTO policies and whether or not they were correct. I am having the same issue. PTO policies are correct and time is accruing correctly, but when PTO hours are applied in payroll, the balance does not reduce accordingly. I also ran a Time Off Report, and it shows the employees' balances, and Vacation Used is 0, which is incorrect. We do not use the QuickBooks Time feature. Any help would be appreciated - thanks!

    F
    frustrateduser2
    October 2, 2023

    @mg-advins did anyone ever reply to your question??  I see it on here twice and I am having the same exact issue and yet  @LeizylM  and @Angelyn_T  seemed to have completely skipped over your question and went on to answer the others.  Could someone please tell us why, if all the PTO policies are correct and time is accruing correctly, but when PTO hours are applied in payroll,  why the balance does not reduce accordingly?  I have even been using the payroll spreadsheet to override the pto time and sometimes that saves and works, but others it just reverts to whatever quickbooks thinks it should be.  The problem is- then a person's paystub is not reporting correctly.

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