Connecting Zoho Books

Zoho Books is connected through OAuth, which means FiscoBridge securely links to your Zoho account without you needing to share credentials. Once connected, your Zoho Books invoices are automatically synced and fiscalized.

Setting Up the Connection

1. Go to Integrations → Integrations in the sidebar

2. Click Create Integration

3. On the New Integration page, select the Zoho Books card

4. An Upload Certificate dialog opens — select your PFX certificate file and enter its password, then click Upload

5. After the certificate is uploaded, the Zoho Books configuration dialog opens

6. You'll be redirected to Zoho's authorization page

7. Log in to your Zoho account (if not already logged in)

8. Select the organization you want to connect

9. Allow FiscoBridge access

10. You'll be redirected back to the Client Portal

Once authorized, the Zoho Books integration appears in your integrations list with status Active.

Webhook Setup (Optional)

For real-time invoice notifications, you can configure a webhook in your Zoho Books account. When a Zoho Books integration is active, the Integrations page shows a Zoho Books Webhook Setup panel with instructions:

1. Copy the webhook URL shown in the panel: https://pos.fiscobridge.com/api/integrations/webhook/zoho

2. In Zoho Books, go to Settings → Automation → Workflow Rules

3. Create a new rule for the Invoice module, triggered on Create and Edit

4. Add a Webhook action with the URL above and POST method

5. Select Default payload format (JSON with all fields)

6. Enable I want to secure this webhook and enter the secret token provided by your administrator

Note: Without webhook setup, invoices are polled every 15 minutes automatically.

How It Works

• Invoices in your Zoho Books account are synced to FiscoBridge

• Each invoice is automatically signed with your fiscal certificate and reported to the tax authority

• Sync happens automatically — no manual export or import needed

Tax Labels

Every invoice FiscoBridge fiscalizes is reported to the tax authority system, which recognises a fixed set of tax labels — single letters such as A, E, F — and ties each one to a rate (for example Fiji's A · 9% VAT, Samoa's A · 15% VAGST, or Vanuatu's V · 15% VAT). Those labels are the only tax categories the tax authority will accept on a fiscal receipt.

When an invoice comes from Zoho Books, FiscoBridge maps each line's Zoho tax onto one of those tax labels. It does this by name — so your Zoho Books taxes have to carry names that match the tax labels exactly.

Tax labels by country

The labels and rates depend on the country your certificate was issued for:

Fiji

Samoa

Vanuatu

What FiscoBridge matches on

FiscoBridge reads the taxes configured in your Zoho Books organization and matches on the tax name. A Zoho tax maps successfully when its name is exactly a tax label (e.g. a tax named A). Matching is case-insensitive, but otherwise the name must be the label and nothing else — A matches, VAT A or Standard (A) does not.

Setting it up in Zoho Books

1. In Zoho Books, go to Settings → Taxes → Tax Rates

2. For each tax label you use, open or create a tax

3. Set its Tax Name to the tax label letter, exactly: A, E, F, …

4. Set the Rate (%) to the rate the tax authority uses for that label (e.g. 9 for Fiji's A · 9% VAT)

5. Save, then apply the tax to the relevant invoice line items

Match the rate, not just the name. The label letter is what links the line to the tax authority's category, but you should also set the tax rate to match the tax authority's rate for that label. If the names line up but the percentages differ, your Zoho Books totals will no longer reconcile with the fiscal receipt.

Combining two labels on one line

Each Zoho Books tax maps to exactly one tax label. If a line has to be reported under two categories at once — say Fiji's A (VAT 9%) and F (ECAL) — split it into two line items, putting the A tax on one and the F tax on the other. Zoho has no combined-tax option that FiscoBridge can map to both labels in a single line.

What happens if a label doesn't match

If any line on an invoice uses a tax that doesn't map to a tax label, the whole invoice is not fiscalized. It is not sent to the tax authority, and no default label is substituted. FiscoBridge records the reason on the invoice — naming the unmapped Zoho taxes, listing the required tax labels, and linking back to this guide — so you can rename the tax in Zoho Books and have the invoice synced again.

Checking the status in FiscoBridge

The Integrations page flags any active Zoho Books integration whose taxes don't match. When there's a mismatch you'll see a Tax labels warning chip on the integration row and a banner that lists:

• Your unmapped Zoho Books taxes

• The required tax labels with their rates (as chips, e.g. A · 9%)

Once you've renamed the taxes in Zoho Books, click Re-check on the banner to confirm the mismatch is cleared.

Reconnecting

If the OAuth connection expires or is interrupted:

1. Go to Integrations → Integrations

2. Find your Zoho Books integration

3. Click the Reconnect button

4. Complete the Zoho authorization again

Note: Zoho OAuth tokens can expire. If your integration shows as inactive, reconnecting will restore the sync.

Removing the Integration

1. Go to Integrations → Integrations

2. Click Remove next to the Zoho Books integration

3. Confirm the removal

Previously fiscalized invoices are not affected.

Troubleshooting

Sync issues?

• Check that the integration status is Active

• Try reconnecting if the status shows as inactive

• Ensure your integration license is active and within its invoice limit

Delayed invoices?

• If you haven't set up the webhook, invoices are polled every 15 minutes

• With the webhook configured, invoices sync in near real-time

• Sync frequency also depends on your integration tier — the Professional tier offers faster processing

Next Steps

• Manage integrations — View all your connections

• Integrations Overview — Explore other supported platforms