Connect your Zoho Books organisation once, and MSMEPulse sends it your invoices, credit notes and payments (with TDS), with the clients on them. It runs every 30 minutes, or when you click Sync now.
Connect
- Go to Settings → Accounting and click Connect Zoho Books. Only Admins can do this.
- Sign in to Zoho, choose your organisation, and click Accept.
- You're brought back to MSMEPulse. Invoices issued from today are sent. To send earlier ones, open Sync settings and change Send invoices issued on or after.
What's sent
- Clients become Zoho customers, with GSTIN, GST treatment and state.
- Invoices keep the same number as in MSMEPulse, with HSN/SAC codes and the right GST: IGST for other states, the GST group (CGST + SGST) for your own state.
- Credit notes are applied against their invoice.
- Payments are recorded against their invoice, with any TDS as tax withheld.
Each item is sent once. Issued invoices can't be changed in MSMEPulse, so nothing is updated afterwards; a cancellation is sent as its credit note.
Taxes in Zoho Books
Zoho Books needs a tax for each GST rate you use: for example IGST18 and the GST18 tax group. If one is missing, the invoice is listed under Couldn't be sent with the reason. Add the tax in Zoho Books → Settings → Taxes, then click Try all again.
If something can't be sent
It's listed under Couldn't be sent, with the reason from Zoho. It's tried again on each sync, up to 5 times, then waits for you to click Try all again.
If the connection expires, you'll see Needs reconnecting. Click Reconnect: nothing is lost.
Disconnecting
Disconnect stops sending new items. Nothing already in Zoho Books is removed.