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_Kaye
February 25, 2025
Question

PTO

  • February 25, 2025
  • 1 reply
  • 0 views

Hi,

I am looking for a way to sync my ADP PTO balances with QuickBooks Time in real-time. Specifically, I need the PTO balances in QBO to match the current balances from ADP. Is there a built-in way to sync these in real-time, or are there any third-party integrations or other solutions that would allow this?

 

Additionally, I would like to set up PTO accruals in QB Time to be based on the employee’s hire date, rather than the standard calendar year. How can I configure it to start accruing PTO from the employee’s hire date?

I would appreciate your guidance in addressing both of these needs.

 

Thank you!

1 reply

E
Erika_K
February 25, 2025

While a direct, real-time synchronization between ADP PTO balances and QuickBooks Time isn't currently available, Kaye, I recommend exploring different applications to manage and align your time-off tracking.

 

To integrate a third-party application directly into QuickBooks Time, navigate to the Feature Add-ons menu and select Manage Add-ons. This will allow you to browse and install various add-ons to enhance your time-tracking capabilities.

Alternatively, if you prefer to integrate the application with QuickBooks Online (QBO), you can find suitable integration apps by following these steps:

  

  1. From the Apps menu choose Find apps.
  2. On the Search tab, key in some keywords (e.g. bulk importer).
  3. You may also Browse categories or Browse industries, depending on your preferences.
  4. Select a specific app, then review the other app information.
  5. Once you've chosen an application, click Get app now. 

 

Additionally, explore the app's Reviews section to understand its real-world performance. User feedback reveals the application's strengths, weaknesses, and practical utility, helping you make an informed decision tailored to your business needs.

 

Regarding your second question about setting up PTO accruals based on hire dates, yes you can configure the system to start accruing PTO from the date of hire. I'll guide you through the process:

 

  1. Navigate to the Time off menu from the left navigation panel.
  2. Hit + Add Time off.
  3. Select a team member and Continue.
  4. Choose a Code and from the Date section enter the hired date.

  5. Once done, click Save.

  

Additionally, your team members can use QuickBooks Workforce to submit time off requests, track the status of previous requests, and view their available balances. You also have the flexibility to install or uninstall add-ons at any time to customize your experience.

Reply to this conversation if you have more questions about setting up PTO within the program. I'll be here to ensure you have all the help you need. 

_
_KayeAuthor
March 4, 2025

Hi, can you further instruct me? Say one employee has remaining 2 days leave in ADP, hired date is 05/14/2024, how to make the adjustment?

MsNorthPND18
MsNorthPND18
March 4, 2025

You can make a PTO adjustment by going to the employee's menu, _Kaye. I'll help you accomplish this task in QuickBooks.

 

To start you need to edit your employee's profile in QuickBooks to align with your time off policies. That way you can update your policy’s accrual period, current balance, and other settings.

 

Here's how you could do it.

 

  1. Go to Payroll, then Employees.
  2. Select your employee.
  3. From Pay types, select Start or Edit.
  4. Scroll down to the Time Off Policies section. Select Edit ✎ next to the policy to make changes.
  5. Edit the policy, then select Save.
  6. When finished, select Save.

 

To edit the PTO follow the steps below:

 

  1. Go to QB Time, then click Time Off.
  2. Choose the employee that you want to make changes.
  3. Click Edit, then make adjustments for the Time Off.
  4. Select Save.

 

And once, it's approved you can't edit this.

 

Additionally, I'm sharing this reference to help you create, manage, assign, or update pay schedules for your business: Set up and manage payroll schedules.

 

I'm here to help with any further questions about PTO adjustment in QB Time. Just post in this thread, and we'll assist you. Stay safe!

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