In our previous blog, we explored how to integrate Zoho Vault to securely store and manage credentials. Now, let’s move forward with another crucial Zoho application—Zoho Books Integration. If your business relies on efficient financial management, invoicing, and tax calculations, Zoho Books is a perfect choice.
This blog will guide you through the Zoho Books Integration process, ensuring a seamless setup for your accounting and financial operations.
Zoho Books is a cloud-based accounting platform that allows businesses to manage transactions, invoices, taxes, and customers efficiently. Zoho Books Integration with your system provides the following benefits:
▪️Automated Invoicing: Easily generate and send invoices to clients.
▪️Expense Tracking: Monitor your business expenses in real-time.
▪️Tax Compliance: Ensure that your organization adheres to regional tax regulations.
▪️Seamless Customer Management: Maintain an organized database of all clients and vendors.
▪️Multi-Currency Support: Manage transactions in different currencies effortlessly.
Now, let’s dive into the step-by-step guide for integrating Zoho Books.
Related read: Zoho Vault: A Comprehensive Step-by-Step Integration Guide
Before beginning the Zoho Books Integration, you need to create an account and set up your organization. Follow these steps:
▪️Go to Zoho Books and click on Sign Up.
▪️Enter your details such as email, business name, and country, then click Get Started.
▪️Verify your email.
▪️Log in to Zoho Books and go to Settings > Organization Profile.
▪️Fill in your business details such as company name, address, tax information, and currency.
▪️Save the settings, and your Zoho Books organization setup is complete!
Like Zoho Vault, Zoho Books Integration also requires OAuth authentication to access its APIs. The process involves generating an authentication token, obtaining a refresh token, and securely storing the required credentials.
▪️Visit the Zoho API Console: Go to the Zoho API Console and log in with your Zoho credentials.
▪️Generate an Auth Token: Create a new client(can use self-client) and select the appropriate auth method.
▪️Add Required Scopes: Ensure that the following Zoho Books permissions are enabled for integration.
Required Permissions for Zoho Books
▪️ZohoBooks.contacts.CREATE
▪️ZohoBooks.contacts.READ
▪️ZohoBooks.invoices.CREATE
▪️ZohoBooks.invoices.READ
▪️ZohoBooks.invoices.UPDATE
▪️ZohoBooks.settings.CREATE
▪️ZohoBooks.settings.READ
Copy Permissions for Easy Use
ZohoBooks.contacts.CREATE, ZohoBooks.contacts.READ, ZohoBooks.invoices.CREATE, ZohoBooks.invoices.READ, ZohoBooks.invoices.UPDATE, ZohoBooks.settings.CREATE, ZohoBooks.settings.READ
Once the authentication token is generated, use it to obtain a refresh token. This step is necessary for ensuring smooth Zoho Books Integration without repeated authentications.
Generate the Token by this API
curl --location --request POST 'https://accounts.zoho.in/oauth/v2/token?code=YOUR_AUTH_CODE&client_id=YOUR_CLIENT_ID&client_secret=YOUR_CLIENT_SECRET&grant_type=authorization_code' \
--header 'Cookie: _zcsr_tmp=YOUR_COOKIE; iamcsr=YOUR_COOKIE; zalb_6e73717622=YOUR_COOKIE'Replace YOUR_AUTH_CODE, YOUR_CLIENT_ID, and YOUR_CLIENT_SECRET with your actual credentials.
After obtaining the refresh token, store the following details in a properties file or a secure environment:
▪️Organization ID
▪️Template ID
▪️Refresh Token (Generated via API on Postman)
To make the most of Zoho Books, configure the following essential features:
1. Taxes: Establishing regional tax rates guarantees adherence to regional tax regulations. Businesses can specify various tax structures according to various locales using Zoho Books.
2. Client Management: Zoho Books makes it easy to manage invoices, payments, and client information. Zoho Books allows you to sync customer information from your current system.
3. SAC Numbers and Items: For tax compliance, each service or product in Zoho Books needs to have a Services Accounting Code (SAC). Make sure that every item is appropriately categorised.
4. Address of the Organisation: Verify that Zoho Books has your company address and contact information set up appropriately.
5. Templates for Invoices: Maintaining brand consistency is facilitated by personalizing invoice templates. Set up templates with your logo, terms of payment, and tax information according to your company’s requirements.
6. Multi-Currency Transactions: Zoho Books supports multiple currencies, making it easier to conduct international business and track transactions in different regions.
Zoho Books Integration simplifies financial operations by automating invoicing, tax calculations, and customer management. By following the steps outlined above, you can successfully integrate Zoho Books into your system and optimize your financial workflows.
Whether you’re a startup or an established enterprise, investing in proper Zoho Books Integration ensures scalable, compliant, and streamlined accounting. Don’t forget to consult the API documentation for full implementation details.
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