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V
VEPayroll
November 8, 2021
Question

PTO Payout Options

  • November 8, 2021
  • 2 replies
  • 0 views

Hi,

Wondering if there is a way to have Quickbooks automatically pay out unused PTO at an employees anniversary date. We keep the "reset hours each new year?" checked and adjust the "year begins on" date to their anniversary. Just wondering if there would be a way to pay out the PTO without me having to track every single employees anniversary that is coming up and see if they have PTO left to pay out it out. Any suggestions?

2 replies

H
Henock K
November 9, 2021

Hi VEPayroll,

Welcome to the community. Being able to run payroll is essential to ensure that your employees get paid. QuickBooks Payroll is a great program that gives you the ability to pay your employees and track your remittances. I'd be glad to provide you with information regarding the automatic payment for the unused PTO.

At the moment, QuickBooks Desktop payroll doesn't offer the option to automatically pay unused PTO to your employees. The option available is to continue to manually track your employee anniversaries. The other option is to find a third-party app that can complete the task you're trying to do.

If this is an option you'd like to include in QuickBooks Desktop, I recommend that you send us feedback by clicking on the Help tab at the top > Send Feedback online. This is sent to our Development Team to consider for future updates. Your comments are crucial to provide you the best possible user experience.

Let me know if you have any questions, I'll be happy to help.

N
NEVER
January 6, 2022

Where is the 'Year begins on' date? I can't see that in my QBD.

T
Trish_T
January 7, 2022

Hi impossible,

 

Thanks for joining us here.  QuickBooks offers the flexibility you need in order to manage your accounting with with peace of mind.  I'd be happy to point you in the right direction for setting the beginning date!

 

In QuickBooks Desktop you can set the beginning of the fiscal year by month.  Here's how:

 

1. Select Company from the menu and then Company Information

2. In the section for Report Information, use the ▼ dropdown to choose the first month of your Fiscal Year and Tax Year

3. Hit OK when done

 

Follow these steps if you need to make changes to the starting date for an employee:

 

1. Click on Employees from the menu bar and then Employee Centre

2. Select the employee and then hit the Edit✎ by Employee Information

3. Open the Employment Info tab and make any necessary changes

4. Hit OK when complete

 

If you require additional assistance please don't hesitate to contact us.  It would be our pleasure to work with you in real time to ensure you reach your QuickBooks goals!

 

For any other questions, don't hesitate to reach back out.  We're always here to help. 

 

 

 

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