Zoho Books integration guide

Overview: Use this guide to:

• Connect Zoho
• Account Settings
• Export SimplePay data to Zoho

Connect Zoho

1. Go to Add-Ons>Zoho Books>Connect Zoho
2. Click to authenticate SimplePay.

3. Login with your Zoho credentials.
4. Once authorised, you'll be directed back to SimplePay and given the option to synchronize your Zoho chart of accounts with SimplePay.

5. If there are multiple organizations under one account, select one to connect with SimplePay.

Account Settings

1. Go to Add-Ons>Accounting>Zoho>Account Settings

2. System will import chart of accounts from Zoho in the drop down lists. Map all expenses and liabilities to a Zoho chart of accounts.

Note: Accounts Receivables or Account Payable account cannot be associated in the manual journal. Please contact [email protected] for further assistance.

Export payroll to Zoho

1. Select [in case of multiple periods], or All.
   1. Export by pay period end date OR
   2. Export by date range
2. Set ‘Transaction Date’. (Payroll is exported in Zoho as Bill. This is the Bill due date).
3. Payroll and/or Taxes can be exported in following formats.
   1. Single entry for the pay period
   2. Group by Expense Category for the pay period (Employees can be grouped in Expense Categories in Employee Setup page)
   3. Group by Department for the pay period (Employees can be grouped in Department in Employee Setup page)
   4. Separate entry for each employee in the pay period
   5. Combined entry for all selected pay periods
4. Click Export.
5. In Zoho, go to Accountant>Manual Journals [left sidebar]

6. Click on the bill to view transaction details.