Re-Categorize Gusto Payroll

Overview

If there is a mistake in payroll that requires us to move an account you will need to follow this procedure in order to edit the bill and get line items to the correct account.

What you need

Access to Xero and Gusto

Steps

Go to the Gusto matched bill in Xero
Remove and Redo any payments on the Gusto Bill
Return to the Bill for the Gusto Payroll
Edit any accounts that need editing and Select Update.
Return to the Checking Account reconcile tab and re-match the line item to the Gusto bill.