Integrate Galvix & Zoho Books
Connecting Zoho Books to Galvix can help automate your sales tax compliance with minimal effort.
Once connected, Galvix will securely import the transaction, product, and customer data from your Zoho Books account.
And using this information, Galvix will be able to -
- Calculate Accurate Taxes: Determine the correct sales tax for each transaction, as required by state regulations.
- Prepare draft returns: Generate precise sales tax return drafts.
- Track Nexus: Track sales tax Nexus (the point at which your business must collect and remit taxes in a state) and highlight when thresholds are approaching, met or exceeded.
This guide provides clear, step-by-step instructions to help your team set up the integration quickly and confidently.
Here's what it covers -
How the Integration Works
Once your Zoho Books account is connected to Galvix, here’s what happens:
- Authentication : You authorize Galvix to securely access your Zoho Books data using OAuth.
- Data Sync: Galvix imports your historical data, including invoices, credit notes, products, and customer records. After the initial sync, any new data in Zoho Books is synced with Galvix in real time.
- Tax Determination: Our tax engine determines the correct sales tax for each transaction and flags any differences(e.g., incorrect tax collections) for your review.
Only invoices and credit notes are supported by Galvix, as these are the only transaction types relevant for tax calculation and filing.
Step-by-Step Setup
Follow these steps to connect Zoho Books to Galvix:
Log in to your Galvix account
- Go to Settings → Integrations
Click Add Integration
Select Zoho Books from the list
- Choose the same Timezone as your Zoho Books account from the dropdown.
Example: If your Zoho Books account is set to “Pacific Standard Time,” select “PST” here.
To find your timezone, check this out - Where can I find the timezone of my Zoho Books account?
- Click Authorize Galvix to Connect to Zoho Books
- Sign in to the Zoho Books account that you want to connect Galvix to
- On the Zoho authorization page, click Accept
- You’ll be redirected to Galvix, where the integration will appear in the side panel, displaying your Zoho Books Organization ID.
- Turn on the Use Galvix for Tax Determination toggle.
This delegates the tax calculations to Galvix for all invoices and credit notes that will be created in Zoho Books.
- Click Save to complete the setup
Once saved, Galvix begins syncing your existing Zoho Books data immediately. You’ll see one of the following statuses:
- Syncing – The sync is in progress. Depending on your data volume, it may take a few minutes to a few hours.
- Active – Your integration is live and syncing in real time.
- Error – Something may have gone wrong. Contact us at support@galvix.com and we’ll help resolve it.
Once the status is updated to 'Active', your connection has been completed.
After Connecting
Review your synced data under the Transactions and Products tabs in Galvix.
In Galvix, invoices are treated as Sale transactions and credit notes are treated as Refund transactions.
You have now successfully connected Galvix and Zoho Books!
Next Steps
Configure Your Account: Refer to our Zoho Books Configuration Guide to set up taxability and exemptions for customers and products.