Zoho Books overview

Summary view of the Zoho Books connection flow and available support

What happens to my data?

To learn more about the technology employed to access your data and how it's used, check How we use your data.

Your financial institution has requested to view, create or modify your business's financial data via your Zoho Books account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your Zoho Books account.

Check your software plan or version

If you need to check the plan or version of the accounting software you are using, follow these steps in Zoho Books:

1. Log in to your Zoho Books account.
2. Click on the Cog (⚙) button at the top right to access the Settings menu.
3. Select Manage Subscription in the Organization section to see your plan details.

Connect to Zoho Books

To establish a digital connection with Zoho Books and enable your financial institution to access your financial data, follow the Link URL provided to you and complete these steps:

1. On the Share your financial information screen of the connection flow, click Connect in the Accounting tile to initiate a connection to Zoho Books.

   You might not see this screen if your financial institution disabled this selection. In this case, proceed to the next step.

   

2. On the Select your accounting software screen, scroll or search for Zoho Books. Click the tile to select, then click Next.

   

3. On the Connect to Zoho Books screen, review the data you will provide access to, then click Next.

   Zoho Books will open in a new tab and the connection flow will move to the Waiting for connection... screen.

   

4. In Zoho Books, log in with your regular user credentials and follow the flow to complete the connection.

   Your login credentials remain secure during this process and are not shared with Codat or your financial institution.

   

5. Once the connection is confirmed, the Zoho Books window will close, and you will be redirected to the final step of the flow.

   Click Continue on the Zoho Books connected screen, then click Complete and exit the flow.