Connect Zoho Books
Finconsol connects to each Zoho Books organization directly, with read-only access, and syncs it daily. The person who owns the Zoho account signs in once, and then each organization is added as a company in the group. Finconsol never writes to Zoho Books.
Who signs in
The person who owns the Zoho account signs in, because only they can grant Finconsol access. One sign-in lists the organizations that person can reach. Organizations in different Zoho data centres can be in the same group.
Connect and add the organizations
- On the Companies screen, choose Connect an accounting system, then Zoho Books, and choose your Zoho data centre.
- Sign in to Zoho and allow read-only access when Zoho asks.
- Companies you can add lists your organizations with their currencies. Choose Add as company for each one that belongs in the group. The price for the extra company is shown before you confirm.
- Map each company's accounts to the group chart. Mapping accounts explains how.
What Finconsol reads
Finconsol takes each company's name, currency and financial year from Zoho Books, and you can correct them later.
Finconsol reads each organization's figures for each month on every account, with read-only access. It never writes to Zoho Books.
The Finconsol team can switch a group to read transactions as well. Finconsol then also reads postings, invoices, bills and payments from Zoho Books, which adds receivables and payables aging, drilling into postings, and intercompany matching by document.
How often it refreshes
Every organization syncs daily. During the day an administrator can choose Refresh now. When figures refresh has the details.
Reconnect or disconnect
If Zoho ends the sign-in, Data Health and the Companies screen say so, and the figures stay as at the last good read until someone presses Reconnect. Remove connection disconnects Finconsol from Zoho Books, and nothing changes in your books. A connection still used by companies in the group cannot be removed until they use another connection or leave the group.
When someone adds an account in Zoho Books
When the next refresh finds an account that is not mapped to the group chart, Finconsol stops the months it affects and names the account. Once it is mapped, the months carry on.