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Harmony integrates with Connected Accounting. 

Prerequisites:

  • Have posted the payroll you want to export from Harmony

Note: Connected Accounting includes a custom mapping tool. This means it is not required for you to match account codes/numbers in Harmony exactly to what you have in Connected Accounting. Please speak with your Connected Accounting representative for more information.

Solution:

I. Setting Up Your GL Export Interface

  1. In Harmony, navigate to the Payroll module.
  2. Navigate to Admin Settings > Interfaces > GL Export Interfaces.
  3. Find “CONNECTD - Connected Accounting". Toggle on either one of these to activate it and set it as your default export interface. 

II. Define Your GL Account Numbers/Names

  1. In Harmony Payroll, navigate to Payroll Setup > General Ledger Setup > Account Setup.
  2. Define your debit/credit account numbers for each department and/or payroll category that you have identified in your application. Connected Accounting includes their own custom mapping tool. This means it is not required for you to match account numbers in Harmony exactly to what you have in Connected Accounting.
  3. Click the save icon at the top right of this window to save your changes.

III. Define Your GL Account Structure

  1. In Harmony Payroll, navigate to Payroll Setup > General Ledger Setup > Structure.
  2. You can either create a new structure, or modify the pre-existing one that comes default in Harmony. By default, the structure is “Category GL” only. If you require departments code and/or department GL account numbers, you can make this change.

IV. Export Your Payroll / GL Entries

  1. In Harmony Payroll, navigate to Processing > Create GL Records.
  2. Select the appropriate filters for “Payroll Group” and “Filter by”.
  3. Click the refresh icon to pull up a list of employees according to your filters.
  4. Select the employees you want to create GL records for.
  5. Click “Create”. A document icon will appear next to your employees’ names. Click this icon to view their GL record.
  6. Select the employees you want to export. Ensure that the correct GL Export Interface is selected in the far right dropdown list and click “Export”.
  7. Enter the correct "Batch Date" if required. 
  8. Enter a "Journal Comment" if required. 
  9. Select your "Employee Identification" method. 
  10. Click “Export”. Your file should now be downloaded to your browser’s default downloads folder. 

IV. Import Your File to Connected Accounting

  1. In Connected Accounting, you can now import the file you export from Harmony.