Free checklist · Excel

Zoho Books group set-up checklist

What it is

This free Excel checklist covers the decisions and steps for running a group of companies on Zoho Books: organizations, locations and reporting tags, base currencies, the exchange rate source, intercompany accounts, transaction locking, user roles and how the group is combined. Each step links to the Zoho help page that covers it, with an owner, a status and a done percentage.

What’s inside

• Thirty-two decisions and steps in eight areas, from structure to group reporting.
• The Zoho help page for each step, with its link, checked on 29 October 2026.
• An owner and a status for every step, and a note of what you decided.
• A group map of your companies, their base currencies, plans and lock dates.
• A progress sheet with the percentage done in each area.

How to use it

1. Fill in the Group map: each company, its Zoho Books organization, base currency, plan and lock date. Enter the group’s agreed lock date at the top.
2. Work through the Checklist area by area. Read the linked Zoho page, decide, and write the decision in the last column.
3. Name an owner for each step and set its status.
4. Read the Progress sheet for the percentage done in each area and overall.

Who is it for?

Group controllers, finance heads and Zoho partners setting up several companies on Zoho Books and other systems. Zoho Books has no report that combines organizations, as of the help pages checked on 29 October 2026, so the last area of the checklist is about how you will do that. When you reach that step, Finconsol combines Zoho Books organizations with the other systems in the group.

Questions

Does Zoho Books consolidate several organizations?

Zoho’s help pages describe no report that combines organizations. Zoho’s own partner article shows a workaround in Zoho Analytics with hand-entered rates and no eliminations. Zoho ERP, a different product, has multi-company management.

How many organizations can I create?

By default a user can create five organizations with one email address. Zoho’s pages do not say whether the limit can be raised, so ask Zoho.

Will the plan details stay right?

Zoho changes plans and limits often. Read the linked page on the day you decide.

Do I need Excel?

The file uses standard formulas and opens in Excel, LibreOffice and Google Sheets.