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December 15, 2022
Question

Quickbooks Online PTO Accrual

  • December 15, 2022
  • 1 reply
  • 0 views

We use Quickbooks Online.  I have a PTO policy set up that I need to stop accruing when they hit 40 hours (total used and accrued).  The way it is currently set up it is still accruing PTO, even if they have already used 40 hours YTD.  What do I need to do to stop the accrual?  Thanks in advance!

1 reply

December 15, 2022

Hi there, @CMBacon3.

 

I'll help update your employee's payroll information in QuickBooks Online so you enter the total number of paid time off activities.

 

You can change an employee's payroll information by updating the corresponding setup to enter only the remaining numbers of paid time off after removing the total accrual used. I'll show you how.

 

  1. Go to Payroll and select Employees.
  2. Find and open the profile of your employee in question.
  3. Under your employee name, click Edit employee.
  4. On the Pay tab, scroll down to the paid time off section.
  5. Enter the total number of accrued hours for the employee's paid time off and unpaid time off.
  6. Select Save.
  7. Click Done.

 

Kindly read and use this article to learn more about changing an employee's sick pay and time off policy: Set up and Track Time off in QuickBooks Online Payroll.

 

I've got you covered if you have other questions aside from working with your payroll account and employee profile in QuickBooks. Use the Reply option below to leave a comment and don't forget to include my name, @JonpriL. Take care always!