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To post your paystub data to ZohoBooks you first need to connect it to Zipier. You'll only need to set this connection once.
00:00 Connecting to ZohoBooks 00:04 To connect your ZohoBooks account to your Zipier pay batch, go to Menu, then Pay batches, then choose your pay batch. 00:19 Go to the Setup tab. 00:22 On the Setup tab, scroll down to Accounting package and select Zoho. 00:37 Then click Connect ZohoBooks. 00:41 Type in your Zoho login and password and click OK.
2. Configure ZohoBooks#
Feel free change the default expense and payable accounts created by Zipier to those that you'd prefer.
00:00 Changing the default accounts. 00:04 To change the default accounts that Zipier paystubs will be submitted to, first go to one of your pay batches. 00:21 Now go to Setup. 00:28 In the Accounting package section click the Configure button. 00:38 This is where you can customize where each of your Zipier payroll debits and credits get recorded in your accounting package. Change the accounts one by one until you're happy.
3. Send paystubs#
Once your paystubs are paid you're just one click away from posting the journal entries to ZohoBooks.
00:00 Sending paystubs to ZohoBooks 00:04 To send recently paid paystubs to ZohoBooks, first go to one of your pay batches. 00:14 If you have some recently paid paystubs, you'll see a Send to accounting on your to-do list a day after. 00:21 Click it, and your paystubs will be posted to ZohoBooks. 00:42 Once sent, you can click the same to-do item to see the journal entries in history.
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