Connect with Zoho Books: How to automate my payroll accounting process on Craze?
Craze allows you to set up an automatic integration with your Zoho Books account such that all your Payroll Runs, FnF Settlements, Reimbursements as well as Contractor Payments are automatically pushed as journal entries. Here's how to set it up
Navigate to "Integrations" under the Payroll tab
Click on the "Connect & Sync with Zoho Books" Button
Choose the way you wis to group the transactions in your journal entries.
Organisation Wide: This would include transactions (of a given type: Payroll Run/FnF/etc) of all the people in the organisation in a single journal entry
Department Wide: This would break transactions into multiple journal entries based on the departments in the organisation
Select the debit and credit accounts (to be pushed under your Zoho Books) for all the Pay Types on Craze as shown. Once done, Click on "Save Configuration"
Now, you have successfully set up the integration with Zoho Books. Going to the integrations tab now will show you the following. Click on "View Configuration"
Select the FY for which you'll now be able to see the Journal Entries that can be synced to Zoho.
Click on the little "Sync" Icon after the journal entry to start the sync process.
Click on the "Confirm" button on the dialog box to complete the sync.
Now you'll be able to see the Sync Status depending on if the sync was successfully executed.
You can now navigate to the "Journals" tab under Accountant on your Zoho Books Dashboard to see the Journal Entries that have been synced
To edit your journalling accounts configurations, you can head to the "integrations" tab under Payroll again and select the "Edit Config" Button as shown. All the future journal entries would follow the new configuration
Congratulations, you have now set up automatic accounting for Payroll, Contractor Payments, Reimbursements as well as FnF Settlements with Zoho Books on Craze!
Navigate to "Integrations" under the Payroll tab
Click on the "Connect & Sync with Zoho Books" Button
Choose the way you wis to group the transactions in your journal entries.
Organisation Wide: This would include transactions (of a given type: Payroll Run/FnF/etc) of all the people in the organisation in a single journal entry
Department Wide: This would break transactions into multiple journal entries based on the departments in the organisation
Select the debit and credit accounts (to be pushed under your Zoho Books) for all the Pay Types on Craze as shown. Once done, Click on "Save Configuration"
Now, you have successfully set up the integration with Zoho Books. Going to the integrations tab now will show you the following. Click on "View Configuration"
Select the FY for which you'll now be able to see the Journal Entries that can be synced to Zoho.
Click on the little "Sync" Icon after the journal entry to start the sync process.
Click on the "Confirm" button on the dialog box to complete the sync.
Now you'll be able to see the Sync Status depending on if the sync was successfully executed.
You can now navigate to the "Journals" tab under Accountant on your Zoho Books Dashboard to see the Journal Entries that have been synced
To edit your journalling accounts configurations, you can head to the "integrations" tab under Payroll again and select the "Edit Config" Button as shown. All the future journal entries would follow the new configuration
Congratulations, you have now set up automatic accounting for Payroll, Contractor Payments, Reimbursements as well as FnF Settlements with Zoho Books on Craze!
Updated on: 16/07/2024
Thank you!