Zoho Books is a platform dedicated to managing your business finances.
Integrate with Zoho Books on Classcard
Navigate to the Integrations menu on the bottom left side of your screen and click on it.
On the All Integrations page, you can either locate Zoho Books from all the integrations or find it under the Accounting tab.
After clicking on Zoho Books, select the country from the dropdown and click Connect.
You'll be redirected to the Sign in page of Zoho Books. Sign in to your existing account or click Sign up now at the bottom of the page to create one.
After signing in, authorise Classcard by clicking the Accept button.
Here's a video on how to link your Zoho account to Classcard:
Add an Item on Zoho Books
On the Dashboard of your Zoho Books account, select the Items tab at the top left.
Click + New on the top right to add an item.
Add the item Name, then choose to add Sales information or Purchase information.
Set the price, select the account, and click Save.
The item will automatically appear in Classcard.
Configure the Integration on Classcard
Once connected, navigate to Integrations → Accounting → Zoho Books → Setup to complete the following configuration.
Account Credit
When a student pays an invoice using their account credit, select which Zoho Books account that payment should be recorded against. Use the Account credit dropdown to select the account, then click Save.
Sync Items
Match each Classcard fee item to its corresponding item in Zoho Books, and select the Zoho account it should sit under. Use the search bar or the All filter to find specific items. Click Save when done.
Note: Zoho mandates that invoice items are linked to sales accounts only.
Tax Item Sync
Match each Classcard tax to its equivalent tax in Zoho Books using the Zoho taxes dropdown next to each entry. Click Save when done.
Payment Mode Sync
Select the Zoho Books account that each Classcard payment mode should be posted to. Click Save when done.
Note: Zoho mandates that payments must be linked to current assets only.
💡 Check for Rounding Off — Both Zoho and Classcard need to be rounding off to 1. On Zoho: Settings → Preferences → General → Enable "Round off total to the nearest whole number for sales transactions".
Here's a video on how to add items on Zoho and match them on Classcard:
Troubleshooting
Navigate to Integrations → Accounting → Zoho Books → Troubleshooting to view and resolve any sync issues. Use the date range filter at the top to narrow down the results.
Unsynced Invoices
A list of invoices that Classcard has not been able to sync with Zoho Books. The Reason column shows why each invoice failed to sync. Fix the underlying issue (e.g. student not synced), then click Sync Invoice to retry.
Unsynced Payments
A list of payments that Classcard has not been able to sync with Zoho Books. The Reason column shows why each payment failed. Fix the underlying issue, then click Sync Payment to retry.
Unsynced Users
A list of students that Classcard has not been able to sync with Zoho Books. For each student, you can either:
Click Sync Student to create a new contact in Zoho Books, or
Click Link existing contact if the student already exists in Zoho Books. Then, paste the student's Zoho Contact ID into the field. This will link the two records without creating a duplicate.
FAQs
1. What do we need to ensure for invoices and payments to match accurately between Classcard and Zoho?
Ans: The customer must always have rounding to the nearest 1 enabled on both Classcard and Zoho to ensure that invoices and payments are correctly added and reconciled on both platforms.
2. How does Zoho handle contacts with identical first and last names to avoid duplication?
Ans: Zoho does not permit duplicate contacts with the same name + surname combination.
3. What does Zoho require regarding linking invoice items?
Ans: Zoho mandates that invoice items are linked to sales accounts only.
4. What type of assets does Zoho require payments to be connected to?
Ans: Zoho mandates that payments must be linked to current assets only.
5. How do I fix the "Please enter a suitable VAT treatment" error in Zoho Books?
Ans: For the 'Please enter a suitable VAT treatment' error: Go to Zoho Books, navigate to the customer profile, click 'Edit' in the top right section, then select 'Non VAT Registered' under Tax Treatment.
6. How to sync a student into Zoho?
In case you already use a Zoho or Xero integration, go to the student profile on the Classcard dashboard, and click on the Sync student option.
7. Why is the student not syncing to Zoho, even though the student is already present in Zoho?
Ans: If the student was added directly to Zoho, please go to Integrations → Zoho Books → Troubleshooting and scroll to the Unsynced Users section. Click Link existing contact. You can paste the student's Zoho Contact ID into the field provided to resolve the syncing issue.