Integration with third-party systems like Sage Business Cloud Accounting (formerly Sage One) is available for subscribers on our Business Plan and above. This service allows you to post payroll transactions into Sage for bookkeeping purposes.
If you are not familiar with charts of accounts or general ledger codes, please see HERE
Before you Start
Prior to setup please review the Payroll chart of accounts and your Sage accounts. If you wish to add any accounts to Sage One please do this prior to integrating.
* HINT For our example below we added Payroll Clearing Liability, QC Taxes Liability and QC Taxes Expense. You may want to add others as well.
**HINT 2- Do not use account category “Direct Expenses” in Sage for this setup
Once you have added all your accounts in Sage it's now time to connect them to your Payroll account.
Integrating your Accounts
Login to your PaymentEvolution account and Navigate to SETTINGS >ADD-ONS and Enable Sage One (previous name, same app)
You will now be asked to login to your Sage Account
You will receive notice that your account is now connected. Click Continue Setup
Your Chart of Accounts from Sage will be pulled in.
Use the dropdown to map EVERY field (regardless of whether you plan to use it or not). Not mapping all fields can result in a failure to send the data properly.
Click Save
Your GL import and synchronization are complete. You can now process a pay run by clicking RUN PAYROLL in your PaymentEvolution account.
Run your payroll as you normally would.
Importing payroll transactions into Sage Business Cloud Accounting
When you are ready to import your transactions into Sage, either click ACTIONS -> END OF PERIOD or start a new pay run. The system will prompt you to send your recent transactions to Sage One, click Next
Payroll will send Sage One any transactions you've done since you've last closed your period.
Older transactions in periods that you've already closed can be imported via REPORTS -> GL REPORTS. Just click the export button beside the report you wish to export into Sage One.
Login to your Sage account and view your reports and work with them as needed. You can find them under your journals.
And when you click on the line you get a full breakdown like this:
Trouble connecting to Sage Business Cloud Accounting?
If you are having issues connecting to Sage, your connection might need to be re-established.
Start by logging in to your Sage account. Go to SETTINGS>CONNECTED APPS and Search for PaymentEvolution. Click Connect
Log OUT of Sage
Login to PaymentEvolution, go to SETTINGS>ADD-ONS and delete (trash can) the Sage One integration. Re-enable the add-on and follow the steps above to ensure your chart of accounts are mapped properly.