---
title: Zoho Books
slug: zoho-books
description: Access the MYFUNDBOX–ZohoBooks integration guide. Sync invoices, automate billing, and keep your accounting updated with step-by-step documentation and easy setup.
icon: 📄
docTags: 
createdAt: 2026-01-08T10:16:28.777Z
---

### INTRODUCTION: 

This document describes how User can create an Account in Zoho Books software and get Keys and credentials to connect to MYFUNDBOX product.

**STEPS:**

### Step 1: Create an Zoho Books Developer Account

- Visit Zoho Books Api* Console*
- Click Sign Up or Create an account

### 
Step 2: If already having an account, sign in.



### Step 3: Add client and create Server-based application.


Click the "create now" button (as shown in the figure Fig 1.0).

 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/s3yfXOCkjR7NPc2fFBOSm_image.png)

###

### Step 4: Fill in the necessary details and add the Redirect URIs.



- Fill in the necessary details and navigate to Redirect URIs, then add the following URIs (as shown in Figure 1.1) and click create.


https\://app.myfundbox.com/ZOHOBooksOAuthResponse.jsf



![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/LnEBMjkf72il_ymprSOpe_image.png)

#

### Step 5: Click the profile and navigate to your account.

- Click your profile and click your account; you are redirected to your Zoho Account.
- Click the "more" option that is next to your profile and navigate to finance and click Books; it will redirect to your Zoho Books account. 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/d6bppQKldRoltPUM5rCSR_image.png)



### Step 6: Enable VAT Setting (Mandate to use Tax)

- In your Books Account go to settings and navigate to tax enter your VAT details and enable it (as shown in Figure 1.3).



![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/4cwFugTYhN5nw-rkDel3U_image.png)

#

### Step 7: Enable Toggle in Settings (Mandatory)

- Enable the toggle for the Data center to achieve connection; it is mandated.

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/9nQzDLJJ3N9fGU_223qxM_image.png)



### Step 8: Collect Keys & Credentials (Client ID & Client Secret)

- Navigate to **Client Secret** next to the Client Details (as shown in Figure 1.5) copy those keys.

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/h-aPh9uAwATRHQWCW5LHi_image.png)



### Step 9: Connect Zoho Books in MYFUNDBOX

- Sign in to **MYFUNDBOX**.
- Navigate to **Configuration** → **Integrations** → **Zoho Books** → click the **Connect** button (as shown in Figure 1.6).
- A pop-up will open. Enter the **Client ID** and **Client Secret**, then click **Save** (as shown in Figure 1.7).

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/7aiN1fLpBwWy4eFThFVc2_image.png)




|   |   |
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![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/SBwTP-R26Wff4qDxMVbkO_image.png)

- You will be redirected to Zoho Books to connect your account.
- Click the allow access toggle and click accept button to establish the connection (as shown in Figure 1.8).

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/U34Nqpz8t7Nsn-tWWwE_y_image.png)

- After a successful connection, you will see Connected in the Zoho Books module of your MYFUNDBOX account (as shown in Figure 1.9).

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/RzfAdLPYNVdC1clHrI8-p_image.png)



### Step 10: To Enable / Disable / Delete Connections

###   10.1 For Enable / Disable Connections

- In **Manage Zoho Books**, you can enable or disable the Zoho Books connection by clicking the toggle button (as shown in Figure 1.10). by clicking more info button (as shown in Figure 1.9).

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/YteI7J6YvAWU8KObztnkO_image.png)

- This only enables or disables the connection; it does **not** fully disconnect it 

###   10.2 For Delete Connections

- If you want to delete or disconnect the Zoho Books account, click the **Delete** button and then click **Yes, delete it** (as shown in Figure 1.10).
- Your connection will be revoked.
- If you disconnect the connection, you will lose all Zoho Books connection credentials from **MYFUNDBOX**.
- To reconnect, you will need to follow the process starting from **Step 5.**

### Download Due Invoice

- If you connect to Zoho Books and create a pay link, the due invoice will be generated automatically. You can then download the due invoice from the Customer/Donor Portal by using the Due filter also you can use the retry option to pay.

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/ho3V5gbgR0DvtOWo4H4dE_image.png)