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Integrate with your Zoho Books on Payroll classic

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Standard, Premium, Core Payroll, Unlimited+Payroll

Overview

A journal service is a tool that allows you to connect your accounting software with your payroll platform so that you can capture journal entries in your chart of accounts. If you use Zoho for your accounting software and journal service, and Employment Hero for your payroll, you can simply connect Zoho with your Employment Hero Payroll classic platform via the Journal Service integration feature.

After connecting your Zoho and Employment Hero Payroll classic platforms together, and setting up your chart of accounts, you can post-payroll journals automatically into Zoho upon finalising a pay run. You will also notice that with this export feature we format the data to reflect automatically your Zoho reporting layouts.

Getting started

The below premises will walk you through how to connect your Zoho accounting platform with your EH Payroll classic platform.

Connect to your Zoho platform
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Integrations button.
  5. Locate the Zoho logo and click the Add button.
    Screenshot of employment hero payroll integration software options. down the lefthand side of the screen is a menu of payroll settings. In the main screen panel we have the options shown for the company.
  6. Click the Connect to Zoho button.
    Screenshot of the popup to add zoho integration. it reads connect to zoho
  7. Click the Accept button.
    screenshot of the zoho access page. it reads keypay would like to access the following information: books. by clicking accept you allow keypay to access data in your zoho account. then there are 2 buttons accept and reject. accept is here highlighted in red
  8. Complete the following fields:
    • Reporting tag 1.
    • Reporting tag 2.
  9. Click the Save button.
    screenshot of pop up to confirm addition of zoho integration with the choices to mark reporting tags one and two as preferred categories. there are two buttons disable and save. save is highlighted.

Maintain

The below premise will walk you through how to disable your Zoho accounting integration.

Disable your Zoho connection
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Integrations button.
  5. Locate the Zoho logo and click the   button.
    Screenshot of employment hero payroll integration software options. down the lefthand side of the screen is a menu of payroll settings. In the main screen panel we have the options shown for the company
  6. Click the Disable button. Screenshot of popup to confirm you wish to disable zoho. There is a button to disable or the option to cancel

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