Integrate Zoho Billing with Zoho Books

Zoho Books is an online accounting software that helps businesses manage income, expenses, banking, taxes, and financial reporting. If you use Zoho Billing to manage subscriptions and billing, you can integrate your organisation with Zoho Books to manage the accounting for those transactions. This integration keeps key module data in sync across both applications, so you can manage billing and accounting without transferring data manually.

Benefits of Integrating Zoho Billing with Zoho Books

Manage subscriptions and billing in Zoho Billing while handling accounting in Zoho Books.
Automatically sync customers and billing transactions to avoid duplicate data entry.
Keep transaction records up to date across both applications for better accuracy.
Access Zoho Billing transactions directly in Zoho Books for streamlined accounting and financial reporting.
Use bank feeds in Zoho Books to track cash flow, reconcile transactions, and manage payments efficiently.
Simplify tax calculations and return filing by syncing billing transactions with Zoho Books.

Scenario:

Zylker is a cloud storage company that offers monthly and yearly subscription plans. It uses Zoho Billing to manage subscriptions, send invoices, collect payments, and handle failed payments. Its finance team uses Zoho Books to manage accounting, bank transactions, and tax reporting.

By integrating Zoho Billing with Zoho Books, customer and transaction data stays synchronised between both applications. When Zylker creates billing transactions such as invoices, payments, or refunds in Zoho Billing, the corresponding data is available in Zoho Books for accounting. This helps reduce duplicate data entry, keeps financial records organised, and simplifies tax reporting and reconciliation.

Note: When you set up the integration, you’ll get a 14-day free trial of Zoho Books. After the trial ends, you can choose a paid plan from the pricing page.

How Sync Works

Zoho Billing and Zoho Books use a two-way sync for common modules. Changes made to records in either application sync automatically to the other. You can view customers and transactions created in Zoho Billing in Zoho Books and use Zoho Books to review financial reports for those transactions. This lets you use Zoho Billing for subscriptions and advanced billing while keeping your accounting data connected to Zoho Books.

If you’ve enabled the multi-currency feature in Zoho Billing and recorded transactions in foreign currencies, those currencies will also be available in Zoho Books. If a payment gateway is configured in Zoho Billing and is supported in Zoho Books, it will be configured automatically in Zoho Books.

Data That Syncs to Zoho Books

Data from the supported modules syncs between Zoho Billing and Zoho Books. For example, when you create or update customers, items, invoices, sales receipts, payments, taxes, and other supported records in one application, the corresponding records sync to the other application.

Use the Supported Modules section to see the complete list of records included in the sync.

Note: Depending on the volume of data in your organisation, it may take some time for all data to become available.

Supported Modules

The following Zoho Books modules sync with Zoho Billing:

Customers
Items
Price Lists
Invoices
Retainer Invoices
Sales Receipts
Expenses
Payments Received
Payment Links
Projects
Timesheet
Documents
Taxes
Reporting Tags
Custom Modules

Map Items to Accounts in Zoho Books

You can map each item in Zoho Billing to a specific income account in Zoho Books. When an invoice or sales receipt syncs, Zoho Books records the amount in that mapped account. By default, items post to the Sales account. If you track separate revenue streams, create separate income accounts in Zoho Books and map items accordingly. Learn more about Chart of Accounts in Zoho Books.

Set Up the Integration

Prerequisite: You must be an Admin or have permission to manage integrations in your Zoho Billing organisation to set up this integration.

Warning: Once you set up the integration, it cannot be disabled.

To integrate Zoho Billing with Zoho Books:

Log in to your Zoho Billing organisation.
Go to Settings in the top right corner.
Select Accounting under Integrations & Marketplace.
Click Access Zoho Books next to the Zoho Books integration details.

If a corresponding Zoho Books organisation already exists, you will be redirected to it. If not, you will be taken to the Zoho Books sign-up page with your organisation details prefilled. Once integrated, the organisation data will be available in Zoho Books for the connected accounting workflow.

Working with the Integration in Zoho Books

Manage Synced Transactions

You can review synced invoices, credit notes, payments received, and sales receipts from the corresponding sections under Sales in Zoho Books.

Reconcile Bank Statements

Use Zoho Books to match payments synced from Zoho Billing with your bank statements. This helps you keep your receipts and payments accurate. Learn more about the Banking module in Zoho Books.

File Tax Returns

You can file tax returns in Zoho Books using tax data from synced Zoho Billing.

Manage Accounting in Zoho Books

Zoho Books provides accounting features that work with synced Zoho Billing data:

Chart of Accounts: Create and manage income, expense, asset, and liability accounts.
Manual Journals: Record non-transaction adjustments and corrections.
Recurring Journals: Automate periodic entries such as deferred revenue recognition.
Currency Adjustments: Record exchange-rate impact for multi-currency balances.
Transaction Locking: Lock closed periods to prevent edits.

Generate Reports

Zoho Books reports include your synced Zoho Billing transactions and help you monitor financial performance.

To view reports:

Go to Reports in Zoho Books.
Access reports such as Business Overview, Sales, Receivables, Payments Received, Recurring Invoices, Taxes, Banking, and Accountant.

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