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Connecting Payroll to Sage Accounting

Updated

You can integrate your payroll with Sage Accounting to export your payroll details to the Sage Accounting general ledger.  Once your Sage Accounting account is connected, you simply need to map your chart of accounts and then export your payroll journal to the general ledger when you finalise your pay run.

 

Connecting to Sage Accounting

You can connect Sage Accounting by following these steps:

  • Go to 'Payroll Settings' > 'Business Management' > 'Integrations'.
  • Go to ‘Sage Accounting' and click 'Add':

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  • Once you have selected ‘Sage Accounting’, Click the 'Connect to Sage Accounting' button:

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  • You will be redirected to the Sage Accounting login page where you will need to enter your Sage Accounting username and password.
  • You will then be redirected to the Integrations page where you'll need to confirm the Sage Accounting file you're connecting to:

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Mapping your payroll accounts

Once you've connected your Sage Accounting file, you will need to map the chart of accounts. You can do this by following these steps:

  1. Go to 'Payroll settings' > 'Business Settings' > 'Chart of accounts'.
  2. Click on 'Import accounts' to select which accounts you would like to use.
  3. Click 'Default accounts' and you'll see a list of transaction types that need to be mapped to a Sage Accounting file. The Sage Accounting accounts appear in the drop down list next to the transaction type. You can select the same account for multiple transaction types.
  4. Once you've completed all the mappings, you are now ready to export a journal.

If you add any extra accounts to your Sage Accounting chart of accounts, you can click on Import accounts and select these accounts so that they appear in your drop down lists in the account mappings.

 

Further information on location specific account mapping can be found in the Mapping GL Accounts support article.

 

Exporting your journal

Once you've completed a pay run, you'll be able to export a journal to the Sage Accounting general ledger. You can export a journal by following these steps:

  1. Once you've created and completed your pay run, click 'Finalise pay run' from the 'Pay run actions' tab.
  2. In the 'Finalise pay run' dialog, ensure 'Export journals to Sage Accounting now' is selected:mceclip0.png
  3. Click 'Finalise pay run' and your journal will be exported.

 

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