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Integrations

In this section you can learn about different integrations Zoho Books offer and how these integrations can be used for your business.

Online Payments

Zoho Books is integrated with major online payment gateways like PayPal, Authorize.net, etc to help you receive payments for your invoices online. This ensures faster and hassle free receipt of payments and further automates your cash flow and its book keeping.

In this section you can configure the online payment settings linked to your Zoho Books account.

Currently Zoho Books provides integration with the following Payment Gateways. To set them up, navigate to Settings icon and select Integrations. Choose Online Payments from the list.

Online Payments


Setting up PayPal

To setup PayPal as your preferred gateway for receiving payments, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Go to Online Payments and click the Setup now button, listed adjacent to PayPal’s logo. Enter the following information and click Save.

Setting up PayPal


Setting up Authorize.Net

To configure Authorize.Net, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Go to Online Payments and click the Setup now button, listed adjacent to Authorize.Net’s logo. Enter the following information and click Save.

Setting up Authorize net

Prerequisites for using with Auto-charge in Zoho Books

Configuring Auto-charge Settings


Setting up Payflow Pro

When you register for Payflow Pro, you will receive an email with information like your Partner ID, Vendor name, etc. Please keep that email at hand while filling the details for Payflow Pro.

To configure Payflow, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Go to Online Payments and click the Setup now button, listed adjacent to Payflow Pro logo. Enter the following information and click Save.

Setting up PayFlow Pro


Setting up Payments Pro

To set up Payments Pro, click the gear icon on the top right corner and click Payment Gateways. Click the Setup Now button right adjacent to the Payments Pro logo.

Setting up Payments Pro

API Username, API Password and Signature


Prerequisites for using with Auto-charge in Zoho Books

In order to use PayFlow Pro for Auto-charge, you need to enable Reference transactions in their merchant account.

Configuring Auto-charge Settings


Setting up Stripe

Stripe is an online payment gateway provider that accepts credit cards.

To set up Stripe as your Payment Gateway, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Go to Online Payments and click the Setup now button, listed adjacent to Stripe logo. Enter the following information and click Save.

Setting up Stripe


Setting up 2CheckOut

To configure 2CheckOut, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Go to Online Payments and click the Setup now button, listed adjacent to 2CheckOut logo. Enter the following information and click Save.

Setting up 2Checkout


Setting up BrainTree

To configure BrainTree, click on the Settings icon found on the top right hand side corner of the screen and click on More Settings. Go to Online Payments and click the Setup now button, listed adjacent to BrainTree logo. Enter the following information and click Save.

Setting up Braintree


Setting up Forte

To set up Forte, click on the gear icon on the top right corner and click More Settings. Select the Integrations tab and then choose the Online Payments sub-tab. Click the Setup Now button right adjacent to the Forte logo.

Forte only supports the USD currency.

Setting up Forte

Setting up Worldpay

To setup Worldpay payment gateway, follow the below steps. Also note that Zoho Books supports only corporate gateway accounts.

Capture Delay Settings in your Worldpay Merchant Interface (in both Ecommerce merchant profile and Pay As Order merchant profile) needs to be turned off.

Click on the gear icon on the top right corner and select the Integrations option. Now click the Online Payments sub-tab. Click the Setup Now button right adjacent to the Worldpay logo.

Setting up Worldpay

Ecommerce Merchant Code and Ecommerce XML Password should be the same as in the World Pay Virtual Terminal.

Pay As Order Merchant Code and Pay As Order Merchant Password should also be the same as in the virtual terminal.


Zoho Service Communication (ZSC) Key

Zoho provides numerous world class apps in addition to Zoho Books, such as Zoho CRM, Zoho Invoice, etc. If you have a Zoho CRM account and would like to integrate with your Zoho Books or Zoho Invoice account, you may use this ZSC key to do so. The ZSC Key is a unique key used to communicate between these apps.

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