Zoho Books Integration: How to automate payroll accounting according to departments with Zoho Books

Navigate to Payroll > Integrations

Click on the button under the Zoho Books logo

Select "Department Wise" under the Journal Entry type dropdown

Now, map the Pay types with the corresponding accounts on your Zoho Books as shown for the credit configuration (applicable to all departments)

Map the Pay types with the corresponding accounts on your Zoho Books for debit configuration (Repeat the process separately for every department in the organization)

Hit Save Configuration after configuring the accounts for each department

Now repeat the process for all the departments in your organisation

Finally, hit save configuration after configuring accounts for all the departments

Now, to test the integration, process any payment from the payroll app- Reimbursements, Contractor invoices, Pay Runs, etc. Let's pay out a pay run for example

Navigate back to Integrations > View Configuration after processing payments

We can see that the journal entry has successfully been synced with Zoho

Let's test it out. Navigate to your Zoho Books Dashboard > Accountant > Manual Journals

We can see the journal entry published by Craze.

You can look at the journal entry and confirm that the entries are corresponding to the configurations you set while setting up the integration acccording to the departments

Updated on: 28/09/2024

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