Importing Employee Costs from Gusto

Gusto + CostAllocation Pro can be a great combination to track and allocate payroll costs by customer/class. These instructions will provide guidance on which Gusto reports work best with CostAllocation Pro.

Downloading the Payroll Journal Report from Gusto

The Gusto report that works best for importing employee costs is called the Payroll Journal report.

Step 1: Locate the Report in Gusto

1. Log into your Gusto account.
2. Navigate to the Reports module.
3. Find and run the Payroll Journal report.

Step 2: Export the Report

1. Choose “Summary Only” for the report sections dropdown option.
2. Check the boxes to include the following:
   • Employee Earnings Breakdown
   • Employer Tax Breakdown
   • Deductions and Contributions
   • Reimbursements
3. Edit the date range to select the appropriate pay period(s).
4. Export the report as CSV format.
5. Save the file to your computer for use in CostAllocation Pro.

Modifying the Exported File for Import

This report lists summarized totals for each employee by pay code. While the format of this report is mostly compatible with CostAllocation Pro, a modification to the file is required before import.

Understanding the Issue

When exported from Gusto, the report includes additional rows above the header row. CostAllocation Pro requires the header row to be the first row of the file. Additionally, the report contains a total row at the bottom of the data, which needs to be removed before importing.

Finalizing the File

1. Delete any extra rows above the header row so that the header is the first row of the file.
2. Remove the total row at the bottom of the data.
3. Ensure the file has a single header row that correctly identifies each column by pay code and type.

Once these modifications are completed, your file is now ready to be uploaded to CostAllocation Pro.