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Module Overview
Simplify your business accounting with the Zoho Books WHMCS Module. This integration ensures seamless synchronization between WHMCS and Zoho Books, allowing you to automatically manage clients, invoices, payments, taxes, and product orders. Keep your financial records accurate and up to date without manual entry. Whether you’re managing new signups, recurring billing, or tax calculations, this module streamlines the entire process. Gain better financial control, save time, and reduce errors by automating your bookkeeping workflow. Ideal for web hosting companies and digital service providers using WHMCS who want a reliable connection to Zoho Books for smart accounting.
Key Features of Zoho Books Integration
Automatic Client Creation
This module eliminates the need for manual data entry, saving your time and reducing the errors. Therefore, whenever a new client is added to your WHMCS systems it auto creates client profile in Zoho Books.
Real-Time Synchronization
Keep your client information updated across both the platforms. Therefore, any changes made to client’s details like address, name, contact information in WHMCS gets synced to Zoho Books and vice versa. These two ways of synchronization ensure that both the systems are updated and aligned.
Client Deletion
If a client is deleted in WHMCS, their record is auto deleted from Zoho books as well. This Module maintains data integrity by making sure that outdated or client records are removed from both systems simultaneously.
Product Orders
When a product or service is ordered in WHMCS, the integration automatically records the order in Zoho Books as a sales transaction. It simplifies order management and ensures that all sales data is properly reflected in your accounting system without any manual intervention.
Invoice Generation
Invoices created in WHMCS are instantly generated in Zoho Books, complete with all relevant details like product/service details, client information, and payment terms. Moreover, it streamlines the invoicing process, reduces delays, and ensures that your financial records are always updated.
Currency Synchronization
The integration makes sure that the currency settings in WHMCS and Zoho Books are synchronized, so all transactions and invoices reflect the correct currency. Also, it prevents discrepancies in financial records due to currency mismatches, ensuring accurate compliance and reporting.
Existing Client Sync
If you already have clients in WHMCS, you can effortlessly sync them with Zoho Books in just a few clicks. This seamless integration allows you to migrate to your existing client base without hassle, saving valuable time and eliminating the need for manual data entry.
Detailed Logs
Admins can access detailed logs of all API actions and requests like updates, client creations, deletions, and invoice generation. These logs offer a clear audit trail of all synchronization activities.
Your questions, our answers
The changes are instantly reflected in Zoho Books, ensuring both systems are always in sync.
Yes, the integration allows you to easily sync your existing clients from WHMCS to Zoho Books.
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.