How do I export my pay run figures to FreeAgent?

FreeAgent is an online accounting system created by the Scottish company FreeAgent Central Ltd. If you have a FreeAgent account you can transfer your payroll figures directly, to save you from retyping them.

To set up your account on The Payroll Site:

  1. Click the 'Accounting' option.
  2. Click 'Edit Details' and select the option for 'FreeAgent API'.
  3. Click 'Set to Defaults' or fill in the nominal codes manually.
  4. Click 'Connect' and follow the on-screen instructions. You will be redirected to the FreeAgent site, where you should click the 'Approve' button.

To transfer your figures:

  1. Use The Payroll Site to calculate your pay run as normal and click 'Confirm Payments'.
  2. Click the 'Export to Accounting' button.
  3. Click 'Create Accounting Transaction'.
  4. Click 'Send to FreeAgent', which will create a journal entry in your FreeAgent account.