Your primer on the Zoho Books integration and how it works with the Alternative Payments platform.
Zoho Books is an online accounting software and provides features for managing invoices, bank reconciliation, inventory and financial reporting. You can connect your Zoho Books to your Alternative Payments partner dashboard and auto-reconcile payments back to Zoho directly.
Overview of synced items
Zoho Books sync details
| Item | Sync Details |
| Invoice Status Update | Invoice payment status updated in Zoho Books will sync to Alternative Payments and vice versa |
| Changes to Unpaid Invoices | Changes to unpaid invoices (amount and due date) in Zoho Books will sync to Alternative Payments; changes to unpaid invoices in Alternative Payments will not sync back to Zoho Books |
| Partial Invoice Payments/Credits Applied | Partial invoice payments/any credits applied in Zoho Books will be reflected in the invoice outstanding amount in Alternative Payments portal |
| Customer Created in Alternative | Customers created in Alternative do not sync to Zoho Books |
| Invoices Created in Alternative | Invoices created in Alternative do not sync to Zoho Books. When a payment is received, a stand-alone deposit is created in Zoho Books. |
| Deleted Invoices and Customers | Invoices deleted in Zoho Books are also archived in the Alternative portal on an hourly basis. Customers deleted in Zoho Books do not sync to Alternative Payments. Partner must delete in Zoho Books then archive manually in Alternative. |
| Failed Payments |
If a payment fails in Alternative, you will need to remove the payment in Zoho Books. |
How to connect Zoho Books to your Alternative Payments partner dashboard
Connect Zoho Books to make reconciliation easy by following these steps:
1 | Navigate to Integrations and then click Connect
Within your Partner Dashboard, select ‘Integrations’ and then select ‘Connect’ under the Zoho Books module.
2 | Log into Zoho Books
You will be redirected to log into your Zoho Books account.
3 | Accept the Settings
Make sure to accept the settings listed to allow the integration to sync into your partner dashboard.
4 | You’re all set!
After accepting the settings, you will be redirected back to your Alternative Payments dashboard. In the Integrations section, make sure to select the bank account to record deposits.
NOTE: The first sync for Zoho can take some time depending on the amount of invoices and customers syncing in.
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