Zoho Books

Your primer on the Zoho Books integration and how it works with the Alternative Payments platform.

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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.

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Overview of synced items

Sync Item	Sync Frequency
Invoice Details	Hourly
Invoice Line Items	Hourly
Customers	Hourly
Payments	Few Minutes
Deposits	Few Minutes
Archiving invoices	Hourly
Archiving customers	❌
Delete Payments	❌
PDF Invoices	❌

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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.

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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.

1. Log into Zoho Books You will be redirected to log into your Zoho Books account.

1. Accept the Settings Make sure to accept the settings listed to allow the integration to sync into your partner dashboard.

1. Initial Sync + Set Up Accounts In the Integrations section of your partner dashboard, the status will display as "Pending" until the sync process is complete.

   1. Initially, the system will sync the last 12 months of data.

   2. Once this is complete, it will proceed to sync all historical data.

   When the sync is finished, the status will update to "Connected". At this point, you can:

   1. Click Set Up Accounts within the Zoho Books module.

   2. Select Undeposited Funds to record your payments.

   3. Choose the bank account where you receive payouts to record your deposits.

This setup ensures accurate recording and reconciliation of payments and deposits.

You're all set! 🎉

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