Overview
Before attempting to share your accounts using Validis Connect, please ensure the following:
- You have read THIS article
- The Validis Connect Prerequisites for user permissions are in place on your machine.
You can access Zoho Books in your browser from the system you’re using for the upload.
Your user account has permissions to access accounting data in Zoho Books.
You may need to ask your IT department for some of the above information.
Validis Connect for Zoho Books
First, sign in to your Validis portal.
Select the Engagement you want to upload data for.
Click the Upload button. This will present a list of accounting packages.
Select Zoho Books when prompted to choose your accounting package. You can use the search bar to help locate your package faster.
Enter your Zoho Books user credentials when prompted, and after logging in, click “Accept”.
If you have access to more than one organization in Zoho Books, then select the one for which you want to upload
Click Next
That’s it - your data will now be uploaded.