Help your finance team sync suppliers and your chart of accounts from Zoho Books into Qashio. This connection is initiated by your Qashio Customer Success Manager (CSM) and must be completed by a Zoho Books Admin.
Who can complete this?
Required: Zoho Books Admin user for the organisation you want to connect.
If you’re not an admin in Zoho Books, forward the invite email to your Zoho Books Admin so they can finish the connection.
⚠️ If a non‑admin starts the flow, the connection may remain incomplete until a Zoho Books Admin authorizes access.
What Qashio will access
During the connection you’ll be asked to authorize read access to:
Suppliers
Chart of Accounts
Tax Rates
Tracking Categories
You can disconnect access at any time from Zoho Books’ Connected apps.
Step‑by‑step: Connect Zoho Books
1) Open the invite email
Your CSM will trigger an email titled “[ACTION REQUIRED] Connect your accounting platform to Qashio.” Click the blue link to start.
2) Choose your accounting software
On the Share your financial information screen, select Zoho Books from the list.
3) Review the access request
You’ll see a summary of the information Qashio will read. Click Next.
4) Sign in to Zoho Books and authorize
Log in as a Zoho Books Admin, choose the correct Zoho organisation, and click Allow access to authorize the connection.
5) Confirm your company
You’ll be returned to Qashio to confirm the company name you’ve connected. Click Confirm.
6) Finish – Connection successful
You’ll see Connection Successful and Accounting – 1 connected. Click Next to finish.
⏱ Your first sync may take a short while to complete. You can continue using Qashio while data finishes syncing in the background.
Verify or disconnect later
Verify: In Zoho Books, go to Settings → Connected apps and confirm Qashio appears for the correct organisation.
Disconnect: From the same Connected apps page in Zhoh Books, select the Qashio app and disconnect. You can reconnect at any time by asking your CSM to resend the invite.
Troubleshooting
I can’t authorize—Zoho says I don’t have permission.
You’re likely not a Zoho Admin. Please forward the email to your Zoho Admin or ask them to complete the steps above.
I connected the wrong Zohi organisation.
Disconnect Qashio from Zoho Connected apps, then ask your CSM to resend the invite and repeat the steps with the correct organisation.
The link expired or I closed the window mid‑way.
Ask your CSM to resend the connection email and complete the flow in one go.
The status in Qashio says “incomplete.”
This usually occurs when the Zoho Books authorization wasn’t finished. Start again from the invite email using a Zoho Books Admin account and ensure you click Allow access and Confirm.
FAQs
Which Zoho Books data does Qashio read?
Suppliers and your Chart of Accounts.
Who triggers the connection?
Your Qashio CSM initiates the invite email to your Zoho Books Admin.
Can I change the connected Zoho Books org later?
Yes. Disconnect in Zoho Books’ Connected apps, then ask your CSM to resend the invite and reconnect the correct org.
Need help?
Reach out to your Qashio CSM or contact [email protected] and include your Zoho Books organisation name and a screenshot of the error (if any).