Rollover sick time for Jan 1: If I edit someone's current balance to roll over time, is it subject to the max setting or is the max only for the accrual period?

Yes, @info2087. Any sick time accrued from the previous year is subject to the maximum accrual settings you have established. However, I know a way to avoid manual adjustments each year. Let’s make this process seamless for you.

To streamline this process and reduce the need for manual adjustments each year, I recommend considering a third-party application that integrates with QBO. You can find available options by visiting the QuickBooks App Store and navigating to the CATEGORIES section to select an app that best suits your needs.

Many payroll and HR management tools offer more flexible options for handling sick leave accruals, including automated rollover features and better tracking of employee balances. These applications can help ensure compliance with your company's policies while minimizing administrative overhead.

Moreover, I'll share these valuable articles to streamline your payroll management. These resources will guide you on timely direct deposit submissions, setting up payroll schedules, and generating reports for a clearer view of your business finances:

• When to send your direct deposit payroll
• Set up and manage payroll schedules
• Run payroll reports

To improve your management of sick time rollover, I recommend QuickBooks Live Expert Assisted. This service connects you with QuickBooks-certified experts who offer personalized guidance tailored to your needs. You'll receive expert support in managing sick time balances and understanding accrual limits, ensuring compliance with your company's policies. 

If you have further questions or need assistance with specific third-party applications that integrate well with QBO, please feel free to reach out. I'm here to help you find the best solution for your payroll needs.