This article is about Justworks Payroll. What product am I using?
You can connect your Xero account to your Justworks Payroll account to track your company’s expenses more efficiently. Follow the steps below to connect, map, and sync your Xero data.
Step 1: Connect
To get started, log into Justworks Payroll and click the Accounting Integrations tab under the Company section. Then, click Connect, which will take you to your Xero login page, where you can log into your account.
After you log in, you’ll be brought back to your Justworks Payroll account to start mapping your data.
Step 2: Preferences Configuration
To begin your setup, you’ll be asked to set up some key basic configuration items. These can be updated at any time.
Bank Account: Select the bank account from the drop-down that aligns with where payroll is debited.
Data Sync Method: You can opt to have data automatically sync to your Xero integration after each payroll has been processed or manually sync the data at your convenience.
Entry Method: Your transaction data can either appear aggregated into a single line item by account for each category or as multiple line item entries by account per each employee.
Categorization: You can choose how your data should be categorized within Xero as either a Bill transaction or a Journal Entry.
Step 3: Mapping
You can match your Justworks Payroll data to your Chart of Accounts using mapping. You’ll begin by mapping a default account to all pay, deduction, contribution and tax types.
Optionally, you can assign overrides to the company default mappings at the department and/or the individual employee level.
Tracking Categories
If you utilize tracking categories in Xero to represent your departments, you can map your Justworks Payroll departments within the Xero integration as well.
Disclaimer
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.