To connect your Zoho Books account to RemotePass
Click on the Integrations tab under the Company Settings.
Click connect and enter your Zoho Books credentials.
Select the entity you wish to sync your payroll and click Connect.
If you only have a single entity on Zoho Books, the 3rd step will be skipped and you will be redirected directly to the initial setup.
Initial Setup
To Complete the initial setup:
Select the date you want the Zoho Books sync starts. You may select in retrospective.
Optionally, you can enable auto-sync option for workers and invoices for fully automated sync. (Or you can keep it disabled and manually sync your invoices.)
Map your Zoho GL Accounts with RemotePass categories and click Continue.
Map your workers with vendors defined on Zoho Books and click Save.
If you do not have vendors defined on RemotePass, leave it as it is. RemotePass will automatically create new vendors on Zoho Books for these workers.
Final Step: Verify Your Connection
You will be notified by an email once the initial synchronization is complete. Follow these steps accordingly:
Check Last Sync Date, Entity Name and Entity ID on the Zoho Books Integrations Card displayed under the integrations list.
Click Review. Check Sync Status on the right top of the screen.
Click Invoices and check invoice statuses.
Login to your Zoho Books account and verify that your workers exist under Purchases > Vendors.
Go to Purchases > Bills and verify that the amounts, GL accounts and invoice IDs on the bills match with your RemotePass transactions.
![ezgif-1ec6163a5e6f8b.mp4 [video-to-gif output image]](https://remotepass.intercom-attachments-1.com/i/o/wilza99s/1532138197/a8a5bcc95949d91ff2dff801201d/ezgif-1877b8514a0d90.gif?expires=1750573800&signature=4332d0929bded979d1ba09f4930163d2cb691b83c5c50896f77cc3f55898422c&req=dSUkFMh9lYBWXvMW1HO4zRcKM3w%2FO7KKftn%2BiqoxgIUmYaL0d9UeaxkpEeGd%0A9fSqWtWv4cDYSBcjuuY%3D%0A)
RemotePass records your bills as OPEN into the Zoho Books. Bills are not marked as paid and no payment entry is done.
FAQ
How long it takes to finalize the initial sync?
It depends on the sync date you select and the number of records to be updated. But, you will be notified once it is synced.
How does the reconciliation took place?
When you make a payment on RemotePass, each line item is attributed to your related/configured GL account according to your initial setup. You can find these invoices both under RemotePass transactions page and under each bill created on your Zoho Books account.
I created a new worker on RemotePass. What should I do?
Nothing! RemotePass will automatically create the worker on the Zoho Books, once there is an invoice to be pushed for that worker. And the automatic payroll reconciliation will happen based on the contract type including contractors, EOR.