Integrations

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

Online Payments

Zoho Books is integrated with major online payment gateways 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. To set up a payment gateway, click the gear icon on the top right and select Integrations. Now choose Online Payments. You’ll find the list of payment gateways that Zoho Books supports.

Click on a payment gateway to find out how you can use it along with Zoho Books.


PayPal

To setup PayPal as your preferred gateway for receiving payments, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Paypal logo. Enter the following information and click Save.

Setting up PayPal

When you setup this integration, your email address will be shared with Paypal.

Transaction charges
The online transaction fees will depend upon the charges specified by PayPal.


Authorize.Net

To configure Authorize.Net, click on the Gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Authorize.Net logo. Enter the following information and click Save.

Setting up Authorize net

When you setup this integration, your API Login ID and Transaction Key will be shared with Authorize.Net.

Prerequisites for using with Auto-charge in Zoho Books

Configuring Auto-charge Settings

Tip - Countries supported by Authorize.net: United States, United Kingdom, Europe, Australia, Canada.

Transaction charges
The online transaction fees will depend upon the charges specified by Authorize.Net.


Payflow Pro

To set up Payflow Pro, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Payflow Pro logo. Enter the following information and click Save.

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

Then enter the following information and click Save.

Setting up PayFlow Pro

When you setup this integration, the fields mentioned above will be shared with Payflow Pro.

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

Tip - Countries supported by Payflow Pro: United States, United Kingdom, Canada, Australia, New Zealand.

Transaction charges
The online transaction fees will depend upon the charges specified by Payflow Pro.


Payments Pro

To set up Payments Pro, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Payments Pro logo. Enter the following information and click Save.

Setting up Payments Pro

API Username, API Password and Signature

When you setup this integration, your API credentials and Signature will be shared with Payments Pro.

Tip - Countries supported by Payments Pro: United States, United Kingdom, Canada.

Transaction charges
The online transaction fees will depend upon the charges specified by Payments Pro.


Stripe

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

To set up Stripe as your Payment Gateway, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments. Here you will find Stripe as an option. Click on Connect to Stripe to configure stripe for your Zoho Books account.

Click Here, to learn more about Stripe integration with Zoho Books.

Tip - Countries supported by Stripe: Australia, Canada, Ireland, United Kingdom, United States, Belgium, Finland, France, Germany, Luxemberg, Netherlands, Spain, Denmark, Norway, Sweden.

Transaction charges
The online transaction fees will depend upon the charges specified by Stripe.


2Checkout

To configure 2Checkout, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to 2Checkout logo. Enter the following information and click Save.

Setting up 2Checkout

If you haven’t created a 2Checkout merchant account yet, click here to sign up now.

When you setup the integration, your 2CO Account# and Secret Word will be shared with 2Checkout.

Tip - Countries supported by 2Checkout: Supports all countries except North Korea, Iran, Sudan, Syria, Cuba, Myanmar (Burma).

Transaction charges
The online transaction fees will depend upon the charges specified by 2Checkout.


Braintree

To configure BrainTree, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Braintree logo. Enter the following information and click Save.

Setting up Braintree

When you setup this integration, the fields mentioned above will be shared with Braintree.

Tip - Countries supported by Braintree: Works for United States, Canada, Europe, Singapore, Hong Kong, Malaysia, Australia, and New Zealand.

Transaction charges
The online transaction fees will depend upon the charges specified by Braintree.


Forte

To set up Forte, click on the gear icon on the top right hand side corner of the screen. Go to Integrations and select Online Payments and click the Setup Now button adjacent to Forte logo. Enter the following information and click Save..

Forte only supports the USD currency.

Setting up Forte

Tip - Countries supported by Forte: United States, United Kingdom and Canada.

When you setup this integration, the fields mentioned above will be shared with Forte.

Transaction charges:
The online transaction fees will depend upon the charges specified by Forte.


Setting up World Pay

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

Click on the gear icon on the top right corner and select the Integrations option. Select Online Payments. Click the Setup Now button right adjacent to the World Pay 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.

When you setup this integration, the fields mentioned under Worldpay Settings will be shared with Worldpay.

Tip - Countries supported by Worldpay: United Kingdom, United States and Canada.

Transaction charges:
The online transaction fees will depend upon the charges specified by World Pay.


Square

To set up Square,

Setting up Square

Tip - Countries supported by Square: United States and Canada.

Transaction Charges

The online transaction fees will depend upon the charges specified by Square.


ACH Payments in Zoho Books

Zoho Books offers ACH payments via Authorize.Net and Forte gateways, payment gateways that specializes in ACH payments.ACH is a secure payment transfer system that connects all US financial institutions. This facility will allow you to debit payments directly from a customer’s authorized bank account.

The following are the requirements for making ACH payments,

To use ACH facility, you will need to setup Authorize.Net or Forte as the default payment gateway on Zoho Books.

Setting up a bank account for ACH Payments

Step 1:

Go to the Invoices tab. Select the invoice for which a payment needs to be recorded. Click on the Record Payment drop-down and select Charge Customer. A Charge Customer screen will open up.

ACH Charge Empty

Step 2:

You will be asked to enter either Credit Card Details or Bank Account Details. In this case, select the tab Bank Account Details and enter the customer’s bank account details. Account number, Account type and Routing number are mandatory fields to configure the bank account.

ACH Charge

Select the check-box against Customer authorises “Org Name” to charge his / her checking account for making payment and click on Proceed.

Making payments through Client Portal.

Ach client portal

Ach client portal account

Note: Customers can also choose to save their account details for future transactions by checking the Use this account for future transactions option.

Configuring number of retries and intervals

Zoho Books allows you to configure the number of retries necessary in case of a transaction failure. The various configurations available are shown below.

Retries


Card Verification Settings

Initially card address was made mandatory in Zoho Books. This was initiated by us to avoid confusions with respect to various payment gateways as different payment gateways have different validations. But now you are given that option to decide on whether the card address needs to be shown or not.

Depending on your choice of gateway you can enable the necessary fields of the card address to be shown or to be made mandatory by making the preferences in Card Verification Settings.

Kindly follow the steps below to make card address related changes:

Adding Users

Adding Users


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.

Adding Users


When cards are used for payment, the payer’s card information will be encrypted and passed to the payement gateway. After the payment is processed and confirmed, the last 4 digits of the card along with the month and year of expiry are stored in the payment details section of Zoho Books.

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