Integrations: Gusto (Payroll Import)

Integrations: Gusto (Payroll Import)

Overview

The Gusto Integration (Payroll Import) in CustomBooks™ enables you to bring payroll data from Gusto directly into your accounting records. Instead of manually recording payroll transactions, the integration creates journal entries based on completed payroll runs in Gusto.

Payroll information in the CustomBooks™ Gusto integration is a one-way sync, meaning data flows from Gusto into CustomBooks™ only. Changes made in CustomBooks™ will not sync back to Gusto.

This feature helps ensure that wages, taxes, and deductions are accurately reflected in your financial reports while maintaining consistency between your payroll and accounting systems.

By automating the transfer of payroll data, users can improve accuracy, maintain proper account mapping, and keep their books up to date with minimal manual intervention.

With this integration, you can:
  1. Import payroll transactions into CustomBooks™
  2. Automatically generate journal entries
  3. Maintain accurate payroll expense and liability tracking
  4. Reduce manual bookkeeping errors

Prerequisites

Before setting up the integration, ensure that:
  1. You have an active Gusto account
  2. Payroll has been set up and processed in Gusto
  3. Your chart of accounts in CustomBooks™ is ready for payroll mapping

Connecting Gusto to CustomBooks™

  1. Navigate to Admin Panel → Integrations (Embedded Tab).
  2. Click the gear Setting icon  on Gusto.
                                                            
  3. Connecting to Gusto:
    1. If you are new to Gusto:
      1. Click the Create a Gusto account button.
      2. Click Show Me How on the Sign up for Gusto pop-up window.
      3. Enter your and your company's information.
      4. Click Get Started.
                                               
    2. If you already have a Gusto account:
      1. Click the Connect to Gusto button.
      2. A Gusto login page tab will be opened. Enter your login credentials.
      3. Select a company to authorize CustomBooks™ to access the account information.
      4. Click Authorize.
        If successful, you will receive a confirmation screen.
      Once connected, additional configuration options will become available.

Setting Up the Gusto Connection

After connecting, configure the integration settings. Click the Open Gusto Payroll link in the Gusto integrations page.

1. Import Start Date
  1. Choose the date from which payroll data will begin importing. If no date is selected, the system may import all available payroll history.
  2. Click Proceed. A list of payruns will be displayed.
                                                                        
2. Payroll Mapping
  1. Click Settings. The Gusto Payroll Settings window will appear.
  2. Map Gusto payroll categories to CustomBooks™ accounts, such as:
    1. Clearing Account
    2. Salaries & Wages
    3. Reimbursements
    4. Fixed Compensations
    5. Benefits
    6. Taxes
    7. Tax Overpayment Reconciliation
    8. Deductions & Garnishments
    9. Department Mappings


      Proper mapping ensures payroll entries are recorded accurately in your financial reports.

3. Save Configuration
  1. Review all settings and click Save.


Now you are ready to import payroll from Gusto! Check this article for the step-by-step guide on how to import payroll using the Gusto integration.