Integrate with Sage Business Cloud Accounting

Sage Business Cloud Accounting offers cloud-based accounting software that simplifies your small business bookkeeping with time-saving automation, invoicing, and remote access. Improve cash flow, get paid faster, and get more done with Sage. 

With the Gusto and Sage integration, you can simplify your bookkeeping by sending journal entries for employee payrolls and contractor payments from Gusto to Sage. 

Accountants: This integration is also compatible with Sage Accounting: Accountant Edition. Follow the same steps below to set up the integration and enter your Sage accountant login credentials when prompted. 

Step 1: Connect to Sage from Gusto 

  1. Sign in to your Gusto admin account.
  2. Go to the App directory
  3. Under “Categories,” choose Accounting
  4. Click Sage Accounting.
  5. Click Connect.
  6. Choose your country or region.
  7. Enter your Sage login credentials.
  8. Click Sign In
  9. Select the company you’d like to authorize Sage to access and click Authorize.

Your accounts are now connected. Stay signed in to Gusto and head to the Mapping tab to map your payroll items to their corresponding accounts.

Step 2: Map your chart of accounts in Gusto

To enable payroll journal syncing, next you’ll map your Gusto payroll items to their corresponding Sage ledger accounts.

  1. In your Gusto admin account, make sure you're on the integration's Mapping tab.
  2. Optional: Gusto lists all accounts with the Sage setting "Included in chart." If needed, here's how to add the setting to an account that you want Sage to list in Gusto:
    • In Sage, go to Settings.
    • Choose Chart of Accounts.
    • Select the account you want shown in Gusto.
    • Check the box next to "Included in Chart." 
  3. For each expense category, click Select to reveal the dropdown menu. 
    • If you want to see a smaller list of accounts, click the toggle next to "Display all accounts."
  4. Choose the Sage ledger account that each Gusto journal entry corresponds with.
  5. Repeat until every entry has an account selected. Your progress is automatically saved as you select each category. A few tools you can use to map accounts more quickly: 
    • Map multiple items to the same account at once: check the box next to each item you want to map. Click Actions and choose Edit account type. Type the account name to select it. Click Submit.
    • Show only unmapped categories: next to "Actions," click the filter icon. Choose Display unmapped accounts only then click Apply
    • Clear your selections: uncheck the box next to an item or click Clear all

Once you select an account for each expense, you’re done setting up the integration. The next time you run payroll or a contractor payment, the data will automatically be sent to Sage Accounting. You can find synced entries in Sage by going to your Adjustments tab and choosing Journals. Each line item is tagged with the account that you mapped it to in Gusto. 

You have two data syncing options: by default, Gusto auto syncs data to Sage Accounting after each payroll. You also have the option to disable auto syncing and then manually send data to Sage for each payroll. Check out the steps below if you want to disable auto syncing. 

Set up automatic payroll data syncing

If you want Gusto to automatically export your transactions whenever you run payroll or pay your contractors, follow these steps to set up auto syncing. 

  1. Sign in to your Gusto admin account.
  2. Go to the App directory.
  3. Choose Sage Accounting.
  4. Go to the Settings tab.
  5. Next to “Auto Sync,” click edit.
  6. Select Auto sync.
  7. Click Submit.

The next time you run a payroll or contractor payment, the transaction will automatically sync to Sage Accounting.

Disable automatic payroll data syncing

If you do not want Gusto to automatically export your transactions whenever you run payroll or pay your contractors, follow these steps to disable auto syncing. 

  1. Sign in to your Gusto admin account.
  2. Go to the App directory.
  3. Choose Sage Accounting.
  4. Go to the Settings tab.
  5. Next to “Auto Sync,” click edit.
  6. Select Manually sync.
  7. Click Submit.

Beginning on the next payroll or contractor payment you run, no data will be sent to Sage Accounting. If you want to send data to Sage for a payroll you've already run, follow the steps below in "Manually export payroll data to Sage." 

Manually export payroll data to Sage Accounting

If auto syncing is disabled, follow the steps below for each payroll or payment that you want to send to Sage. Make sure you've already mapped your chart of accounts as described in step 2 of this article. 

  1. Sign in to your Gusto admin account.
  2. Go to the Payroll section and select Payroll history
  3. Find the payroll or contractor payment you’d like to sync and click View details.
  4. Under the name of the payroll or payment, click Sync now.

Once the sync is complete, you can find the entry in Sage by going to your Adjustments tab and choosing Journals. Each line item is tagged with the account that you mapped it to in Gusto.