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Integration

Built to Consolidate Your Zoho Books Entities

Connect your Zoho Books entities to consolidate your entire group, including Xero, QuickBooks, or MYOB entities.

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The Problem

Zoho Books Scales With Your Entities. Your Group Reporting Shouldn't Be Stuck in Spreadsheets.

Zoho Books works well per entity — but group consolidation needs a dedicated layer on top.

Zoho Books reports one organisation at a time

Standard Zoho Books reporting is organised by individual organisation. Producing group financial statements across separate organisations requires an additional consolidation workflow.

Intercompany transactions inflate your numbers

Intercompany eliminations are not part of the standard cross-organisation reporting workflow in Zoho Books, so groups may need an additional consolidation process.

Mixed platforms across the group

Mixed platforms across the group force manual reconciliation across different systems.

Why Zoho Books Users Choose BrizoConsol

Connect Zoho Books. See Your Full Group Picture.

Connects via OAuth, syncs nightly, and consolidates all entities automatically. Reduces spreadsheet dependency.

Consolidates Zoho Books alongside Xero, QuickBooks, or MYOB entities
Intercompany eliminations and CTA calculated automatically
Virtual Groups for flexible management reporting across any structure
Proper Consolidated P&L, Balance Sheet and Cash Flow — produced automatically
Reporting Tag SetupHoldCo SG · Zoho Books
Reporting tagSuggested MappingConfirm Mapping
DepartmentSales · Operations · AdminDepartmentDepartment✓
RegionSingapore · MalaysiaRegional DivisionRegional Division✓
Save Reporting Tag Setup
Department P&LDashboard · Oct 2026 YTD
Total Department RevenueSGD 4.2M
Total Department ExpensesSGD 3.3M
Total Department Net ProfitSGD 886K
Number of Departments3

Revenue by Department

Sales1.8M
Operations1.4M
Admin1.0M
Zoho Reporting Tags

Analyse Your Business Segments Across the Whole Group

If you use Zoho Books reporting tags to tag transactions by department, region, or project, BrizoConsol reads the P&L for each tag and puts it to work in dashboards and reports — so you can see performance by segment, not just by entity.

  • P&L by Reporting Tag, with the untagged amount shown explicitly as Unallocated (Pro and Premium)
  • Map a tag to Department or Store and the Department P&L or Store Performance dashboard is ready to add
  • Each reporting tag is imported as operational data, by tag option and P&L line, for the Operational Report and cell reports
Operational Report

Every Entity's Reporting Tags in One Report

Reporting tags come in as operational data. Under All Reports, the Operational Report reads the same tag from every Zoho Books entity as one consolidated report, in the group's currency, and lets you shape it like a pivot.

  • Opened on the group, every entity's reporting tag data is read as one report, with Entity as a field (Pro and Premium)
  • Each entity's figures are translated at that month's average rate before any total; a month with no rate is named on the report
  • Put Reporting Tag Option, P&L Line, Entity or Period on rows or columns, by month, quarter or year
  • Totals are never built down P&L lines, so Gross Profit is not added on top of Sales
  • Click any figure to see the rows behind it, export to PDF or Excel, or add the report to an Insight Package
HoldCo SGZoho Tag: Region · SGD
OpCo HKZoho Tag: Region · HKD
UK SubCoZoho Tag: Region · GBP
Zoho Tag: RegionHoldCo SG · 3 entities · 2026-01 to 2026-10
Operational Report
SelectionMeasureSum of ValueLevelMonthTotal column on
FieldsPeriodP&L Line · SalesScenario
LayoutRowsReporting Tag OptionColumnsEntity
Reporting Tag OptionHoldCo SGSGDOpCo HKHKD → SGDUK SubCoGBP → SGDTotalSGD
North812,400341,700455,8001,609,900
South604,200296,500287,6001,188,300
Unallocated38,90018,3009,40066,600
Total1,455,500656,500752,8002,864,800

Drill-Through

From consolidated total to source transaction

Click any account balance in your consolidated Balance Sheet or P&L. BrizoConsol traces it back through every Zoho invoice, payment, expense and journal entry — opening balance, every movement, and closing balance.

Consolidated Profit and LossOct 2026 · Actual
Sales204,000
Cost of Sales(118,600)
Operating Expenses(52,300)
Net Profit33,100
All Reports / Consolidated Profit and LossSales
OrganisationAccountData TypeDateCurrencyIn LocalExchange RateAmount
▸HoldCo SG4000 - SalesZohoOct 2026SGD124,0001.0000124,000

5 source rows · trial balance as at 31 Oct 2026, imported 01 Nov 2026

DateSourceDocumentPartBasisAmount
03/10/2026InvoiceINV-000412Sales—52,000.00
09/10/2026InvoiceINV-000418Sales—41,500.00
14/10/2026Credit NoteCN-00031Sales—(2,400.00)
21/10/2026InvoiceINV-000425Sales—33,700.00
31/10/2026JournalJournal 42Sales—(800.00)
Total of all 5 rows124,000.00
▸OpCo AU4000 - SalesZohoOct 2026AUD104,0000.875091,000
Demo Group4000 - SalesEliminationOct 2026SGD(11,000)1.0000(11,000)
Total204,000
🔍
Click any account
Balance Sheet, P&L or Cash Flow — every cell is a starting point.
📄
See every source row
Customer payments, vendor payments, expenses and journals — each with its original document reference.
↗
Open the source document
Click any document link to open the full invoice, bill or expense detail directly.
🏷️
Analyse by reporting tag
If Zoho reporting tags are configured, BrizoConsol reads P&L by tag — revenue, expenses, and net profit per segment.
What You Actually Get

Connect Zoho Books. Get Your Whole Group Consolidated.

Connecting Zoho Books is just the start. Here's what you actually get.

Consolidated Financial Statements in One Place

Get group-level P&L, Balance Sheet, and Cash Flow with automatic intercompany eliminations and multi-currency handling.

Consolidate Across Mixed Systems

Consolidate Zoho Books with Xero or QuickBooks. Every entity is treated equally regardless of platform.

Virtual Groups for Flexible Reporting

Create Virtual Groups by region or business line without changing your legal entity setup.

How to Connect Zoho Books

1

Click Connect to Zoho Books

Go to Organisation Settings and click Connect to Zoho Books.

2

Authorise via Zoho's secure OAuth screen

Grant BrizoConsol read access via Zoho's secure OAuth. One-time setup, credentials never stored.

3

Data syncs automatically from that point

Initial sync begins after authorisation, then refreshes nightly.

4

Optionally unlock payments, credits and expenses

A single re-authorisation adds the additional scope bundle — enabling customer payments, vendor payments, customer credits, vendor credits, and expenses.

Integration — See How It Works

Watch how to connect Zoho Books entities and get your group consolidated

What's Pulled from Zoho Books

Data imported from Zoho Books into BrizoConsol
Data TypeWhat BrizoConsol Reads
Baseline — available immediately after initial authorisation
Chart of AccountsSource account codes, names, descriptions, and native account type classifications, with the dated postings behind each account
Trial BalancesAccrual trial balance with debit and credit totals for each account per reporting period
InvoicesCustomer invoices and their current receivable balances
BillsSupplier bills and their current payable balances
ContactsCustomer and supplier identities associated with transactions
ItemsCatalogue items and their source account assignments
Organisation SettingsCompany name, base currency, and fiscal year start month
Additional — unlocked with one re-authorisation
Customer PaymentsStandalone customer payments and their refunds
Vendor PaymentsStandalone supplier payments and their refunds
Customer CreditsCustomer credit notes, allocations, and refunds
Vendor CreditsSupplier credit notes, allocations, and refunds
ExpensesExpenses and the accounts they post to
Reporting TagsP&L breakdown by Zoho reporting tag — operating revenue, expenses, and net profit per segment, with explicit Unallocated amounts

Additional data types require a one-time re-authorisation from Organisation Settings to enable.

Common Questions

Zoho Books Consolidation — Frequently Asked Questions

Can Zoho Books consolidate multiple organisations?

Standard Zoho Books reporting is organised by individual organisation. Producing group financial statements across separate Zoho Books organisations requires an additional consolidation workflow. BrizoConsol connects to each Zoho Books organisation via OAuth and consolidates them automatically.

Which Zoho Books regions does BrizoConsol support?

BrizoConsol connects to Zoho Books in India, Singapore, Australia, UAE, the UK, and the US via Zoho's OAuth API.

Can I consolidate Zoho Books with Xero, QuickBooks, or MYOB entities?

Yes. BrizoConsol handles mixed-software groups — consolidate Zoho Books alongside Xero, QuickBooks, or MYOB within the same consolidation workflow.

How often does Zoho Books data sync to BrizoConsol?

Nightly automatic sync. The initial sync begins after authorisation, and your data refreshes every night with no manual action needed.

Does BrizoConsol write any data back to Zoho Books?

No. BrizoConsol reads data only via Zoho's secure OAuth. It never writes back to or modifies your Zoho Books accounting data.

What are the additional Zoho Books scopes and why do they require re-authorisation?

When additional data types — customer payments, vendor payments, customer credits, vendor credits, and expenses — were introduced, the connector added a new OAuth scope bundle on top of the baseline. Connections authorised before this bundle was added can enable it with a one-time re-authorisation from Organisation Settings. New connections are shown the full scope list during initial authorisation.

What is a Virtual Group in BrizoConsol?

A Virtual Group lets you create a flexible reporting structure across any subset of your entities — by region, business line, or ownership — without changing your legal entity setup in Zoho Books. Useful for management reporting across complex group structures.

More Resources

Related Pages

BrizoConsol for Zoho Books Connector Zoho Books Multi-Entity Consolidation Guide Group Consolidation Overview Connect Xero Connect MYOB Connect QuickBooks Pricing Security

Connect Zoho Books and See Your Full Group.

Start your free trial and get your first consolidated group report today.

Start Free TrialSee It in Action
View BrizoConsol on the Zoho Marketplace ↗
No credit card required · No onboarding call · Cancel anytime

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