> ## Documentation Index
> Fetch the complete documentation index at: https://docs.commenda.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho Books

> Connect Zoho Books to sync accounting data and automate indirect tax calculations

## Overview

The Zoho Books integration connects your Zoho Books account to Commenda for automatic transaction syncing and real-time indirect tax calculation. Commenda pulls your invoices, credit notes, contacts, and items, then calculates and applies the correct indirect tax on your Zoho Books documents.

## Supported features

| Feature             | Status                |
| ------------------- | --------------------- |
| Transaction syncing | Supported             |
| Tax calculation     | Supported             |
| Real-time webhooks  | Requires manual setup |

## Data models

Commenda syncs the following data from Zoho Books:

* **Invoices** — sales invoices with line items and addresses
* **Invoice credit notes** — credits issued against invoices
* **Cash refunds** — refund transactions
* **Contacts** — customer and vendor profiles
* **Items** — your product and service catalog

## How tax calculation works

When you create or update a document in Zoho Books, Commenda automatically:

1. Receives a webhook notification from Zoho Books
2. Fetches the full document details including addresses
3. Calculates the applicable indirect tax based on the shipping address
4. Creates a **Commenda Sales Tax** tax authority in your Zoho Books account (if it doesn't already exist)
5. Applies the calculated tax using dynamically created tax codes

Commenda tracks the tax calculation status using a custom field called **"Commenda Tax Status"** on your documents.

<Info>
  Tax calculation supports invoices, sales orders, credit notes, and estimates.
</Info>

## Address resolution

Commenda determines the tax jurisdiction using the **shipping address** on the document. If no shipping address is present, it falls back to the **billing address**.

Both addresses are read directly from the Zoho Books document payload, so no additional API calls are needed.

## Connecting Zoho Books

<Steps>
  <Step title="Start the connection">
    From your Commenda dashboard, navigate to integrations and select **Zoho Books**. Commenda generates a secure connection link.
  </Step>

  <Step title="Authorize access">
    Click the connection link to open the Zoho Books authorization page. Sign in and grant Commenda access to your accounting data.
  </Step>

  <Step title="Set up webhooks">
    Zoho Books requires manual webhook configuration. In your Zoho Books account, navigate to **Settings** > **Automation** > **Webhooks** and create a webhook that points to the Commenda endpoint provided in your dashboard.
  </Step>

  <Step title="Configure sync settings">
    Choose which data models to sync, set the sync frequency, and specify how far back to pull historical data.
  </Step>

  <Step title="Verify the connection">
    After setup, Commenda begins the initial data sync. Check the sync status on your dashboard to confirm data is flowing.
  </Step>
</Steps>

<Warning>
  Unlike other integrations, Zoho Books requires you to manually configure webhooks. Without this step, real-time tax calculation will not work.
</Warning>

## Known behaviors

* **Non-taxable transactions are skipped** — if a document is marked as `is_taxable: false` in Zoho Books, Commenda does not calculate tax on it to avoid infinite calculation loops
* Commenda skips invoices with **paid** or **void** status for tax calculation
* Commenda skips sales orders and credit notes with **void** or **closed** status
* Commenda automatically creates a "Commenda Sales Tax" tax authority and corresponding tax codes in your Zoho Books account

## Next steps

* [Accounting data integrations overview](/integrations/accounting/overview)
* [Supported integrations](/integrations/supported-integrations)
