Map your chart of accounts by team

If you have an accounting integration, you can group your payroll information by teams with your chart of accounts.

  1. Make sure you have the following already set up:
    • You have an accounting integration with QuickBooks Online, QuickBooks Desktop, FreshBooks, or Xero.
    • Team account names have been created in the accounting software.
    • Your workers are assigned to at least 1 team in Gusto.
  2. Click the Settings tab.
  3. Next to your accounting integration, click Edit.
  4. Click Add a Team Mapping.
  5. Select a team and click Add Mapping.
  6. Select if you are using a Basic or Advanced mapping.
  7. Make sure the names listed on the right side match with the account names seen in your accounting software account.
  8. Map your chart of accounts.
  9. Click Save.

These transactions will be exported by team to your accounting software account. Any employees not within the enabled team will roll up into the Default Account Mapping transactions.

 

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