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 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.

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 Online Payments from the list.

Online Payments


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 Integrations and select Online Payments and click the Setup now button, listed adjacent to PayPal’s logo. Enter the following information and click Save.

Setting up PayPal


Authorize.Net

To configure Authorize.Net, click on the Gear icon found on the top right hand side corner of the screen. Go to Integrations and select 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

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


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

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


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

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.


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 Integrations and select Online Payments and click the Setup now button, listed adjacent to Stripe logo. Enter the following information and click Save.

Setting up Stripe

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


2Checkout

To configure 2CheckOut, click on the Gear icon found on the top right hand side corner of the screen. Go to Integrations and select 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.

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


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

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


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.


Worldpay

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. Go to Integrations and 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.

Tip - Countries supported by Worldpay: United Kingdom.


GoCardless

GoCardless is a UK based Direct Debit provider. Integrating GoCardless with Zoho Books enables you to easily collect one-off or recurring invoices via Direct Debit - putting you in control of your cashflow. Your customers will be able to set up the Direct Debit mandate and pay the invoices that you send using the link in the email or through the client portal.

Things to remember:

contacts page

Connecting GoCardless with Zoho Books:

Setting up an integration with GoCardless will enable your customers to make payments through the Client Portal. To configure GoCardless,

Existing GoCardless Users

Connect to GoCardless

Connect to GoCardless page

New GoCardless Users

New user

New user

Other actions

Preference

You can change the header content of the payment page by changing the Mandate Description. Follow the steps mentioned below to change the Mandate Description,

Preference-description

Preference-gocardless

Note: Your organisation’s name will be displayed by default if no Mandate Description is given.

Preference-gocardless

Mandate Sync

Direct debit sync in GoCardless allows you to fetch your customers’ mandate details from your GoCardless account to your Zoho Books account.

Here are a few things you should remember while enabling Direct Debit Sync:

To enable Mandate Sync,

Reconciliation

Reconciliation helps you keep track of GoCardless transactions along with the fees levied on each transaction. The amount for all Invoices paid via GoCardless will fall into your GoCardless Clearing account. Now, by enabling Reconciliation you will get a clearer picture of what happens, that is, you can track the amount you actually receive in your account and the amount that is being withheld as transaction fee.​

To enable reconciliation:

Banking-configuration

Banking-setup

Account Where GoCardless Transfers The Money:
You can map your bank accounts in which you receive payments from GoCardless.

Fees Account:
This account tracks the fees charged by GoCardless for the transactions processed through their payment gateway. By default, the label is GoCardless Fees. This account will be of type Expense.

Sales Account:
This account tracks the total sales that happened through GoCardless transactions on your GoCardless account. By default, the sales account is selected. This account will be of type Income.

Monitoring GoCardless Clearing in Zoho Books

The GoCardless clearing account in the Banking module will give you insights on the transactions that happened on a daily basis. You can easily have a clear picture of the consolidated sales that happened, the fees GoCardless has charged for the transactions, refunds if any and the amount transferred to your bank account by GoCardless. If there are any pending amount that GoCardless owes you, it will be shown as Amount in Zoho Books on the main tab.

banking-gocardless

Also can be viewed from the Banking main window,

banking-gocardless

Transactions Involved in GoCardless Clearing Account

Type Description
Sales without Invoices Total amount of previous day’s consolidated sales processed through your GoCardless account.
GoCardless Fees The fees GoCardless charges for every transaction processed through their service.
Transfer Fund The amount GoCardless deposits in your bank account.
Customer Payment The amount received for the invoices sent via Zoho Books.
Edit/Disable:

You can edit the accounts configured with GoCardless or choose to disable the GoCardless feeds.

banking-gocardless

Transaction History

You can view the list of all your transactions under Transaction History. To do so follow the steps mentioned below,

Transaction-gocardless

Remove integration

To disable the GoCardless integration,

Remove Integration

Making payments through Client Portal using GoCardless.

Client Integration

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

Client Integration 3

Client Integration 2

Client Integration 4


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

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