Zoho Books & SimplePay integration guide
For Zoho export, complete the following steps:
Export SimplePay Data to Zoho
Login to your SimplePay account.
Add-Ons >> Zoho Books >> Account Settings >> API Setting
Connect with Zoho.
Click on the link "
" in the message. You will now be forwarded to the Zoho site to authenticate and provide permission for SimplePay account. Login with your Zoho credentials.
Once authorised, you'll be directed back to the SimplePay and given the option to synchronize your Zoho chart of accounts with SimplePay.
If there are multiple organizations under one account, you must select one Organization to connect with your SimplePay account.
Account Setting in your SimplePay account.
Load Account Setting page.
Chart of Accounts imported from Zoho Books will be populated and in drop-down.
Select corresponding accounts and press Save button
Export Your SimplePay Account Data to Zoho.
Load Export data page
Add-Ons >> Zoho Books >> Export Data.
You can export your SimplePay account data to Zoho by selecting pay period type and pay period end date/ date range.
Select Due date (Payroll is exported in Zoho as Bill, it is the due date for Bill)
You can export Payroll and/or Taxes records in following formats
Single entry for the pay period
for the pay period (Employees can be grouped in Expense Categories in Employee Setup page)
for the pay period (Employees can be grouped in Department in Employee Setup page)
Separate entry for each employee in the pay period
Combined entry for all selected pay periods
Press Export to Zoho Books button
Your SimplePay account will send Zoho all transactions in selected date range/pay period.
Now the next time you log into Zoho Books, Click on
Accountant >> Manual Journals
on left sidebar and you will see a list of bills
Click on this Bill to view detailed transactions.