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T
tpoole
March 3, 2022
Question

Quickbooks Online Payroll with QB Time and PTO Balances

  • March 3, 2022
  • 1 reply
  • 0 views

Hello,

 

We are really struggling with this issue. We have Salary employees who make the same amount every two weeks. However, they are issued 80 hours of PTO per year. 

 

Employees are able to request time off in QT with no issues and I can approve them in QBO Payroll when running payroll every two weeks. However, the balances are not changing in QBO. 

 

What are we missing? 

 

Thanks

1 reply

R
Rasa-LilaM
March 3, 2022

It’s nice to see you in the Community today, tpoole.


I know how important it is for your business to have the paid time off data in QuickBooks (QB) Time matched in QuickBooks Online (QBO) Payroll. This allows you easily track the information and ensures accurate balances.


To resolve the issue, check the accrual settings in QB Time and your payroll service. Then make sure that both programs have the same accrued hours.


Here’s how to review the sick or vacation policy in QBO:

 

  1. In your company, head to the Payroll menu on the left panel and choose Employees.
  2. From the list, click on the worker’s name to see more details.
  3. In the Pay section, press the Pencil icon.
  4. Go to How much do you pay an employee section and tap the Pencil icon.
  5. This action will open the Pay types screen.
  6. Scroll down to the Time off pay policies section and review the setup, especially in the Current balance field.
  7. If it doesn’t show the correct number of hours, update the information.
  8. Click Save to keep the changes.

 

Here’s an article that provides in-depth information on how to configure your employees’ time off, vacation, and sick pay policy in each payroll version: Set up and track time off in payroll.


Also, the links below outline the steps on how to manage your workers' time, add a salaried employee's sick pay or vacation pay hours. You’ll see answers to frequently asked questions about salaried employees.

 

 

If you have additional questions on how to manage the paid time off policy for your workers, drop a comment below. I’ll jump right back in to get this taken care of for you.

T
tpooleAuthor
March 4, 2022

So none of that is an issue for me. The problem is when PTO is requested off in QT, and then I approve time in QBO before running payroll, the balances are not adjusted in QBO. It only seems to bring in PTO time for Hourly employees not Salary employees. 

Tori B
Tori B
March 4, 2022

Hey there, @tpoole. 

 

Thanks for taking the time to follow up with us. I hope you're enjoying your Friday so far. 

 

When using QuickBooks Online and QuickBooks Time, you'll need to ensure that you have your salary PTO set up in QuickBooks Online, import, then have it mapped to QuickBooks Time. I've included some steps below that cover this process. 

 

To set up PTO rate in QuickBooks Online:

 

  1. Go to the Payroll, then select Employees.
  2. Choose the employee’s name.
  3. In the Pay section, tap on Edit.
  4. Under How much do you pay [employee]? click Edit  or + Add additional pay types (like overtime and sick pay).
  5. Next to Paid time off, Unpaid time off, Sick Pay, Vacation Pay or Holiday Pay, select the dropdown menu and choose Add new [time off pay] policy.
  6. Complete the on-screen fields to create your policy, then hit Save.
  7. Select Save, then Done.

 

To import in QuickBooks Time: 

 

  • In the upper right corner of QuickBooks Time, select QuickBooks, then Import.

 

For more information about mapping, check out Map QuickBooks payroll items to QuickBooks Time.

 

I'm also including a couple of help articles that provides all the information you need when completing this process below. 

 

 

Please let me know if you have any questions or concerns. I'm always around to lend a hand. Take care! 

 

 

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