Zoho Books Integration Guide

Connect to Zoho

1. Go to Payroll Plus – Accounting
2. Click "Register"
3. In the dropdown for accounting solution, select “Zoho Books”
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4. Check the box to say “Yes, I want to register my company for Accounting Integration”
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5. Click the “Save Changes” button
6. In the popup, click “Ok” to be taken to the website for Zoho Books
7. In Zoho, click on the “Accept” button
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8. When the registration is done, you’ll be taken back to the SurePayroll website and presented with your next steps

Importing

1. Click the “Begin Setup Process” button
2. Next, you’ll need to import your accounting information by clicking on the “Import” button
3. If the import was successful, you’ll see a green banner at the top of the page and a list of what was imported
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4. Click on “Assign Accounts to Payroll Categories” near the top of the page
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5. Earning & Expense – Use the dropdown to assign each earning and expense to an account
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6. Click the “Next” button
7. Deduction & Liability – Use the dropdown to assign each deduction and liability to an account
8. Click “Next”
9. Taxes & Expenses – Use the dropdown to assign each tax and expense to an account
10. Click “Next”
11. You’re all set!

If you need to review your account assignments, click on the “assigned accounts” link