Gusto - Getting Started
Gusto is a payroll and human resources management platform. By connecting MonkeyPod to your Gusto account, you can have all of your payroll transactions and contractor payments recorded for you - automatically and in real-time.
Here's a video that outlines the basics of the integration:
How it Works
Step One: Install the App
The first step is to visit the MonkeyPod App Marketplace and install the Gusto App. (You'll need to be an admin user of the organization to do this.)
Step Two: Connect to Gusto
After installing the app, follow the link to finish setting up the integration. At this point, you have two options. If you already use Gusto, you can login to your existing account and authorize MonkeyPod to access it. If you're not yet a Gusto user, then you'll have to create an account first.
Step Three: Configure Settings
After authorizing the connection, there are just a few settings to configure. These include:
- Choose which company in your Gusto account corresponds to your MonkeyPod organization
- Make sure all of the necessary accounts are setup to enable automated bookkeeping
- Decide whether you'd rather print physical checks in MonkeyPod or in Gusto
Step Four: Import Historical Data (Optional)
Don't worry - this won't automatically record anything in your books unless you specifically tell it to. But you still may want to import your historical payroll and contractor payments into MonkeyPod. Having a record of this activity can be helpful to ensure you haven't missed anything. This import requires just two clicks: one to import payroll, and one to import contractor payments.
Step Five: Let us Import New Transactions for You
At this point your work is done, at least until you process payroll or contractor payments in Gusto. When that happens, they'll be automatically imported into MonkeyPod, typically within 24 hours. When we import transactions in real-time, we also automatically record them in your books.
Step Six: Print Checks (Optional and as Needed)
If you have physical checks to print and you didn't print them in Gusto, now is the time to print them from MonkeyPod.
Step Seven: Categorize Reimbursements (Optional and as Needed)
If the imported transactions included expense reimbursements, you may want to provide additional context to categorize and track those expenses properly in MonkeyPod. You can do this quickly and easily by using the "Uncategorized Reimbursements" tab. Or, if you prefer, just edit the payroll entries directly.
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