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

In the Zoho Books app, you can now access Online Payments as a separate section directly under Settings.

Zoho Books is integrated with major online payment gateways like PayPal, Stripe, 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.

You’ll find the list of payment gateways that Zoho Books supports.

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

To set them up, navigate to Settings icon and select Integrations. Choose Customer Payments from the list.

Online Payments


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 found on the top right hand side corner of the screen. 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

View the list of countries supported by Stripe here.

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


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

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.


Payflow Pro

To set up Payflow Pro, click on the Gear icon on the top right hand side corner of the screen. Go to Online Payments and click the Set up 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.

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 Online Payments and click the Set up 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.

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 Payments Pro: United States, United Kingdom, Canada.

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


2Checkout

To configure 2CheckOut, click on the Gear icon found on the top right hand side corner of the screen. 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

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 Online Payments and click the Set up 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.


CSG Forte

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

CSG Forte only supports the USD currency.

Setting up CSG Forte

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

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

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


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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