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Employee sick & Vacation History report

Forum|Forum|2 years ago
November 28, 2023
5 replies
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So I have looked through the community and found nothing on this. I am running the payroll report for excel sick and vacation and the dates are NOT in order. Why would this happen. It's very hard to ready this way.

QBs-desktop-rpt-vacation.pdf

QuickBooks Desktop Payroll

Best answer by BigRedConsulting

We have the same problem and it sorts via 01, 10, 11, 12, 02, 03 - 09

Accruals are messed up from formulas when you sort by employee as well.

I did some testing and found that this will happen if you your computer's short date format is set to a format that uses a single-digit the month, like M/D/YY, M/DD/YY, M/D/YYYY, or M/DD/YYYY. It'll also be an issue if using a single digit for day of the month, though less of one.

To get the report to sort correctly in all cases, change your computer's short date format to one that includes MM/DD - either MM/DD/YY or MM/DD/YYYY - and then restart QuickBooks if it's running (important), and then run the report again.

The dates should sort correctly after making that change.

R

ReymondO

Hello, @kerryboersma. Thank you for raising your concern in the QuickBooks Community and for including a screenshot.

It's possible that the report's data was sorted into a different column, causing the dates to appear out of order. Don't worry, I can guide you through the steps to sort the data by dates in Excel. This will allow you to easily review the Employee Sick & Vacation History report.

Let me show you how:

Drag down the column to select the dates you want to sort.
Click Home tab.
Select the Sort & Filter drop-down arrow.
Click Sort Oldest to Newest, or Sort Newest to Oldest.

Additionally, you have the option to customize any reports generated in QuickBooks Desktop. This will enable you to extract the specific information you need for your business.

Please feel free to reach out if you have any further questions regarding the Employee Sick & Vacation History report. I'm here to assist you. Have a great day!

J

janeensmithcpa

This doesn't work because we need it sorted one employee at a time and not the whole report. Also, it won't do it anyway because of merged cells.

BigRedConsulting

I think that can happen if the wrong data is returned from QuickBooks, which can happen if you have multiple version of QB open at the same time or if you switch company files during one session.

If you restart your computer to clean up memory and then try again, then do you get the expected results?

J

janeensmithcpa

I have been having the same trouble for a couple months when running the excel year to date. It sorts the months by 01,10,11,02,03,04, etc. It didn't do this last year. I started noticing it in October this year. The report can be resorted by date but it has to be done one employee at a time which is time-consuming if you have very many employees at all. Also, you have to sort it without including the vacation balance column or it gives you incorrect running balance totals. I run this report every payday for a large employer. We really need QuickBooks to find a fix for this.

BigRedConsulting

@janeensmithcpa RE: I have been having the same trouble for a couple months when running the excel year to date. It sorts the months by 01,10,11,02,03,04, etc.

That's quite unusual, but looks like the pattern in the OP's attached image. It's almost like it's sorting the dates as if they're text, like: 1,10,11,12,2,3,4,5,6,7,8,9

I tried, but I can't duplicate the issue.

I dug under the covers of the report and it looks like the report depends on QuickBooks returning the data in date order.

What version of QuickBooks are you using?

Also, what's your computer's system date format? Typically it's MM/DD/YYYY, for example...

M

MarkEmerald1

What report did you run in order to get the dates taken to show up? I am beyond frustrated that QB doesn't have a simple report to track when employees take vacation. Thanks for your help.

M

MadelynC

I understand the convenience of having an easy way to track employee vacation dates, @MarkEmerald1. Let me guide you through the process of obtaining this information.

In QuickBooks Desktop, you can run the Employee Sick & Vacation History report to track when employees take a vacation. You can also view the used hours and time off balance from there. Refer to the following steps below to access it:

Go to the Reports menu.
Choose Employees & Payroll.
Select More Payroll Reports in Excel and then Employee Sick & Vacation History.
Filter the date period and hit Get QuickBooks Data.

This reference provides information on how QuickBooks generates reports and other available report features: Understand reports.

If you have any other concerns besides payroll reports, please let me know by leaving comments below. I’ll get back to you as soon as I can, @MarkEmerald1.

BigRedConsulting

@MadelynC RE: In QuickBooks Desktop, the option to track when employees take vacation is currently unavailable.

Of course it's available. It's been available for nearly two decades.

Have you considered learning the QuickBooks feature set before making claims that it doesn't have features customer ask for but haven't found? Just a thought.

K

ktd001

I have this same problem. January and Oct Nov & Dec all sort together because of the 1 and Sept is the last entry. If you sort correctly via date the report is incorrect and doesn't accrue correctly each pay period.

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