> ## Documentation Index
> Fetch the complete documentation index at: https://razorpay-60c89f9a-mintlify-audit-missing-sections-1778528421.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrate RazorpayX with Zoho Books

> Zoho Books is a financial platform that enables you to create invoices, maintain and reconcile bank accounts, and make tax payments to ensure GST compliance.

If you are a Zoho Books user, you can integrate your Zoho account with RazorpayX to sync payment information between RazorpayX to Zoho Books. This makes reconciliation easy.

## Integrate with Zoho Books

To start the integration process:

<Steps>
  <Step title="Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).">
    Log in to your [RazorpayX Dashboard](https://x.razorpay.com/).
  </Step>

  <Step title="Navigate to **Profile** → **My Accounts & Settings** → **Integratio...">
    Navigate to **Profile** → **My Accounts & Settings** → **Integrations**.
  </Step>

  <Step title="Select **ZOHOBOOKS** in the Accounting Tool Integration menu.">
    Select **ZOHOBOOKS** in the Accounting Tool Integration menu.
  </Step>

  <Step title="You can **Invite Finance Team →** or integrate on your own by click...">
    You can **Invite Finance Team →** or integrate on your own by clicking **Integrate Myself**. If you have invited your finance team, they can click **Integrate →**.
  </Step>

  <Step title="Select the domain in which your Zoho Books is hosted.">
    Select the domain in which your Zoho Books is hosted.

    1. Click **Proceed with .in** if your domain is .IN
    2. Click **Proceed with .com** if your domain is .COM
  </Step>

  <Step title="Now, RazorpayX will redirect to the Zoho Books website. Login to yo...">
    Now, RazorpayX will redirect to the Zoho Books website. Login to your Zoho Books account and click **Accept**.
  </Step>

  <Step title="You are then redirected back to RazorpayX to complete the final ste...">
    You are then redirected back to RazorpayX to complete the final step. Select your organisation from the drop-down list which is synced from Zoho Books.
  </Step>

  <Step title="Your GSTIN is pre-filled. Click **NEXT**. This integration works on...">
    Your GSTIN is pre-filled. Click **NEXT**. This integration works only if you have a GSTIN attached to your Zoho Books account.
  </Step>

  <Step title="Connect your RazorpayX bank account/s to an existing Zoho Books led...">
    Connect your RazorpayX bank account/s to an existing Zoho Books ledger or create a new one by selecting from the drop-down menu. All payments made via the chosen RazorpayX bank account appear in the respective ledger on Zoho Books.
  </Step>
</Steps>

This works with both the Current account as well as RazorpayX Lite.
10\. Review the settings. **Change Sync Settings** if you want to make any changes or click **NEXT →**.

If you click **Change Sync Settings**, you can disable the functions listed below. All the functions are enabled by default.

* **Send invoices form RazorpayX to Zoho Books**
* **Sync Payouts data from RazorpayX to Zoho Books**
* **View RazorpayX bank account statement in Zoho Books**

This completes Zoho Books Integration and a success message is displayed as shown below. Either **Go to Accounting →** and explore the feature or **Setup a Demo Call**.

## Accounting on RazorpayX Dashboard

After you integrate with Zoho Books, navigate to the Accounting tab from the [RazorpayX Dashboard](https://x.razorpay.com/). You can sync your payouts and vendor payments to Zoho Books here.

Payouts are listed under the **Expenses** tab and Vendor Payments are listed under the **Bills** tab.

## Rules & Configuration

The following are the available settings for your Zoho Books Integration:

### General

You can choose to disable or enable the following options:

* Sync RazorpayX Bank [Account Statement](/x/accounting/zohobooks/account-statement) to Zoho Books
* Sync and Categorise [Vendor Payments](/x/accounting/zohobooks/vendor-payments) from RazorpayX to Zoho Books
* Sync and Categorise [Payouts](/x/accounting/zohobooks/payouts) from RazorpayX to Zoho Books

You can also **Refresh** Zoho Books Expense Accounts, Bank Ledgers and Tax Groups.

### Rules

Setting rules will automate categorisation and hence reduce the manual effort drastically. You can set the following rules:

* Contact Rules
  * Set contact rules for [categorisation of Vendor Payments](/x/accounting/zohobooks/vendor-payments#categorise).
  * Select the drop-down under Zoho Books Expense Account and choose the relevant Account for the particular contact. You can also **Add Contact +** and add a new rule for it.

* Purpose Rules
  * Set purpose rules for [categorisation of Payouts](/x/accounting/zohobooks/payouts#categorise).
  * Select the drop-down under Zoho Books Expense Account and choose the relevant Account for the particular RazorpayX Purpose and select the relevant Tax Slab. You can also **Add Purpose +**.

### Contact Mapping

Select the relevant Zoho Vendor from the drop-down menu or **+ Create New Vendor** to map it to the particular RazorpayX Contact to avoid duplication of vendors on Zoho Books.

### Account Mapping

Setup ledgers in Zoho Books for RazorpayX accounts. Select the Zoho Books Expense Account you want to map with the particular RazorpayX Account.