Sage Intacct is a cloud accounting and financial management system for small- to medium-sized companies. Sage Intacct offers a range of tools for your business including accounting, planning, cash management, purchasing, vendor management, financial consolidation, revenue recognition, subscription billing, contract management, project accounting, fund accounting, inventory management, and real-time, multi-dimensional reporting.
With the Gusto and Sage Intacct integration, you can automatically export payroll and payment data to Sage Intacct.
Start connecting your accounts by following these steps in Sage Intacct.
First, enable web services in Sage Intacct
In order to connect your Gusto and Sage Intacct accounts, first you’ll enable web services in Sage.
Now that web services are enabled, stay signed in to Sage Intacct and follow the next steps to create a custom role and a web services user.
Next, create a web services user in Sage Intacct
A web services user is a custom role you’ll set up. It keeps track of which journal entries in Sage Intacct were created by the integration. There’s no additional license fee to set up this role or user.
First, set up the custom role:
Next, set up the web services user:
Now that your Sage Intacct account is set up to integrate with Gusto, follow these steps to connect your company’s accounts.
Your company’s Gusto and Sage Intacct accounts are now connected. Go to the Settings tab and follow the steps below to finish setting up the integration.
Follow these steps to define when payroll data should sync, how the data should be grouped, and choose the location and journal it should sync to.
Set your location
When transactions are sent to Sage Intacct from Gusto, they’re associated with one of your company’s locations. Follow these steps in Gusto to change the location that synced journal entries are associated with.
Choose the Sage Intacct ledger that journal entries sync to
By default, Gusto exports your journal entries to the General Journal (symbol: GJ) in Sage Intacct. If you want synced journal entries to be associated with a different journal/ledger in Sage Intacct, follow these steps.
Set your journal entry consolidation
By default, you’ll be prompted to map your chart of accounts for your:
If you'd also like entries to be consolidated by department, follow these steps:
Note: The location and department dimensions are the only Sage Intacct dimensions the integration supports at this time. You must enable “by department” consolidation if you require the department dimension in the settings of any of your accounts in Sage Intacct in order for journals to successfully sync from Gusto. If any of your default accounts require the department dimension, ensure all employees have been assigned to a Gusto department.
After you've chosen your integration settings in step 3, follow these steps to map your Gusto payroll items to the Sage Intacct ledger accounts that they correspond to. This allows your payroll journals to sync properly.
If you’ve enabled mapping “by department,” you can also adjust the chart of accounts for each department. Click Override and repeat the steps above.
If you require the department dimension on account(s) in Sage Intacct, Gusto lets you map each department to its corresponding department dimension in Sage Intacct. This makes it easy for you to organize transaction items by department in Sage Intacct.
Once you select an account for each expense, you’re done setting up the integration.
Next, there are two ways to send payroll data to Sage: you can either set up automatic syncing from the Settings tab, or you can manually sync data after you've run a payroll or contractor payment. Follow the below steps in "Send payroll or contractor payments from Gusto to Sage Intacct.
Set up automatic payroll data syncing
By default, Gusto will automatically export your transactions whenever you run payroll or pay your contractors. If you've disabled Autosync, follow these steps to enable it:
The next time you run a payroll or contractor payment, the transaction will automatically sync to Sage Intacct.
Manually sync payroll data
Once you’ve mapped your accounts, you can send payrolls and contractor payments to Sage Intacct anytime from the Payroll history tab in Gusto by following these steps:
Once the sync is complete, the sync’s timestamp is listed under the payroll or payment’s name.
Here’s how to find the entry in Sage Intacct:
Each line item is tagged with the account that you mapped it to in Gusto.
Contact us from the Help section of your Gusto account.