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Access the Chart of Accounts and set up Accounting Integrations

Available for the following plans with Payroll: Standard, Premium, Platinum, Unlimited
Available for the following user access levels: Employee, Manager, Admin

If you have managed payroll and you are on an EmploymentOS plan, you can access the Chart of Accounts from within the Pay section of Employment Hero. 

The Chart of Accounts is the bridge between your payroll and your accounting software. It ensures that when you complete a pay run, the data for wages, taxes, and deductions flows correctly into your general ledger.

Important

This feature is available for customers on an Employment Unlimited plan and has managed payroll.

Getting Started

Before setting up your accounts, you must link your platform to your accounting provider.

Connect your accounting software

  1. Log in to Employment Hero.
  2. Click the Pay on the left-hand side navigation menu.
  3. Under Payroll, click Payroll integrations.
  4. Find the accounting platform you want to integrate with (e.g., QuickBooks), then under the relevant tile, click Add.
  5. Click Connect.
  6. You will be taken to the login page for the platform you want to integrate. Follow the instructions to log in. Allow Employment Hero access to the platform.
  7. Depending on the type of service you connect to, you may need to complete additional fields such as how you would like pay run data exported. Once you have added your desired settings, click Save.
  8. Once connected, a green Enabled symbol will show on the platform's tile.

Add default accounts

  1. Log in to Employment Hero.
  2. Click on Pay on the left-hand side navigation menu.
  3. Click on Chart of Accounts.
  4. Click on the Import Accounts or Manage Accounts button.
  5. Now you will see the default accounts appear.

Enable accounts

  1. Log in to Employment Hero.
  2. Click on Pay on the left-hand side navigation menu.
  3. Click on Chart of Accounts.
  4. Toggle on the default accounts. To toggle on, click on the switch. A toggled-on switch will appear purple.
  5. Click on Save Accounts List at the bottom of the screen.

Set up accounts

  1. Log in to Employment Hero.
  2. Click on Pay on the left-hand side navigation menu.
  3. Click on Chart of Accounts.
  4. Click on the Default Accounts to expand the section.
  5. Select the following accounts from the drop-down menus:

    • Payment Account: Usually your business bank account.

    • Wages Expense: Where gross wages are recorded.

    • Default Payroll Liability Account

    • Income Tax Liability: For federal and provincial income tax withholdings.

    • CPP Expense & Liability: (Canada Pension Plan).

    • EI Expense & Liability: (Employment Insurance).

    • Benefits Company Contribution Expense Account

    • Benefits Company Contribution Liability Account

    • Employee Expense Account

  6. Click on Save.

Canadian Reporting & Compliance

After your accounts are mapped, you can use the Reports module to audit your data and ensure compliance with the CRA.

Essential Canadian Reports

Report Name What it tracks Use Case
Pay Run Summary Gross-to-net totals & employer costs Monthly accounting reconciliation
T4 & ROE Reports Year-end tax data & Record of Employment Tax filing and employee offboarding
Statutory Pay Holiday pay for BC, ON, and AB Compliance with provincial standards

To generate a report:

  1. Go to Pay on the left-hand side navigation menu > Reports.

  2. Select your report type and filter by Pay Period.

  3. Click Download File.

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