Integrate with Sage Intacct Journal

Connect your Sage Intacct account to Employment Hero before you set up your chart of accounts or export payroll journals.

1. Select Pay in the left-hand menu, then go to Payroll > Payroll Integrations.
2. On the Sage Intacct card, select Add.
3. Select Connect to Sage Intacct, then sign in to your Sage Intacct account.
4. In the Add Sage Intacct integration window, select an Entity from the dropdown if you have more than one entity. This field is optional.
5. Select Save. A "Sage Intacct Settings Saved Successfully" message confirms the connection.

When the integration is active, the Sage Intacct card shows ENABLED.

Import the accounts you want to use from Sage Intacct, then choose the default accounts for your payroll items. Employment Hero uses these defaults when you run payroll and export journals.

1. Go to Pay > Payroll > Chart of Accounts.
2. Select Import Accounts.
3. In the Available Accounts list, turn on the Import toggle for each account you want to use.
4. Save your account list. A success message confirms your accounts are saved.
5. On the Chart of Accounts page, expand Default Accounts, then select the account for each payroll item (for example, Employer CPP Expense Account). Select Split by cost centre under an item if you want to split it by cost centre.
6. Expand Income Types, Deduction Categories and Expense Categories, then select the accounts for each.
7. Select Save.

Income Types use expense accounts for each income type. Deduction Categories and Expense Categories use liability accounts for each category.

You choose when the payroll journal is sent to Sage Intacct when you complete a pay run.

1. Go to Pay > Payroll > Run Payroll, then select Create a new payroll.
2. Select a Pay schedule name, such as Weekly Pay Run, then select Create payroll.
3. Review the pay run, then select Complete payroll.
4. In the Complete Payroll window, select one of the following options under Export journal to Sage Intacct:
   • Do not export journal to Sage Intacct now - export manually later
   • Export journal to Sage Intacct now
   • Export journal to Sage Intacct at a specific date and time
5. Select Complete payroll to confirm. Once you complete a payroll, it is locked and can’t be changed.

If you chose to export manually later, open the completed pay run, select Export journal, then select the option to send the journal to Sage Intacct.

If the journal has already been sent to Sage Intacct, the Export journal menu only shows Download journal. This downloads the journal as an Excel file.

Go to Pay > Payroll > Payroll Integrations, select the edit icon on the Sage Intacct card, update the entity if needed, then select Save.

Select the edit icon on the Sage Intacct card, then select Disable.

Go to Pay > Payroll > Chart of Accounts, make your changes, then select Save.