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Module Overview
The WHMCS Zoho Books Module seamlessly connects your WHMCS billing system with Zoho Books, enabling accurate, real-time accounting with minimal manual effort.
The module automatically synchronizes clients, invoices, orders, and transactions between WHMCS and Zoho Books, helping you maintain clean, up-to-date financial records while saving valuable time.
Built for hosting providers, SaaS businesses, and service-based companies, this integration eliminates duplicate data entry and ensures every financial activity in WHMCS is instantly reflected in Zoho Books. With robust automation, flexible import and export options, and detailed activity logs, you retain full visibility and control over your accounting workflows.
Whether you are onboarding new clients, syncing historical data, or managing multi-currency transactions, the WHMCS Zoho Books Module delivers a reliable, scalable solution for streamlined and efficient financial operations.
Key Features of Zoho Books Integration
Automatic Data Synchronization
Automatically sync WHMCS data to Zoho Books when a new client registers, invoice is created, new order is placed, invoice is marked as paid. This ensures your Zoho Books account always reflects the latest WHMCS activity without manual intervention.
One-Click Export to Zoho Books
Quickly export WHMCS data like clients, invoices, orders to Zoho Books with just a few clicks. Ideal for initial setup or manual synchronization when required.
One-Click Import to WHMCS
Quickly import Zoho data like clients, invoices, orders to WHMCS with just a few clicks. Ideal for initial setup or manual synchronization when required.
Real-Time Synchronization
Ensure near real-time data consistency between WHMCS and Zoho Books, minimizing delays and reducing the risk of accounting discrepancies. Whenever new client, invoice, order will be generated at same time module will auto sync to Zoho Books and also import Zoho Books data to WHMCS using cron job.
Synchronized Client Deletion
Maintain clean and accurate records with automatic client deletion sync. When a client is removed from WHMCS, the corresponding record is also handled appropriately in Zoho Books, keeping both systems aligned.
Currency Synchronization
Keep accounting accurate with synchronized currency settings between WHMCS and Zoho Books. It prevents currency mismatches, Ensures accurate financial reporting, Supports compliance and consistent transaction records.
Existing Data Sync
Easily synchronize your existing WHMCS data with Zoho Books using powerful bulk import and export tools. This feature allows you to quickly transfer historical data without manual effort. This helps you align both platforms seamlessly and start using Zoho Books with complete and up-to-date records from day one.
Comprehensive Logs & Monitoring
Access centralized, detailed logs for all import and export activities, giving administrators full visibility and confidence in data accuracy.
Automatic Old Log Pruning
Keep your system clean and optimized with automatic log pruning. The module allows you to configure log retention rules to automatically remove old import and export logs after a specified number of days
Your questions, our answers
The changes are instantly reflected in Zoho Books, ensuring both systems are always in sync.
Absolutely. You can bulk sync existing WHMCS clients, invoices, and orders to Zoho Books using the Existing Data Sync (Bulk Import & Export) feature, ensuring fast, optimized, and reliable data synchronization.
Yes, invoices created in WHMCS are instantly generated in Zoho Books, making sure your financial records are always updated.
The client’s records will also be removed from Zoho Books, maintaining data consistency across both platforms.
Yes, detailed logs are available for all API requests and actions, providing a clear audit trail.
Yes. Currency settings are synchronized between WHMCS and Zoho Books to avoid mismatches and ensure accurate accounting and reporting.
Cron jobs are optional but recommended. When enabled, cron ensures automated and scheduled synchronization without manual intervention.
Yes, the module supports automated synchronization, allowing client, invoice, order, and transaction data to stay up to date without manual intervention.
Yes, the module supports recurring billing workflows, ensuring recurring invoices and related data are accurately synchronized with Zoho Books.
Yes, with built-in currency synchronization, the module ensures accurate accounting for businesses operating in multiple currencies.
The Zoho Books WHMCS Module is ideal for web hosting companies and digital service providers using WHMCS who want automated, accurate, and reliable accounting integration with Zoho Books.