ScaleXP provides automated reporting for Zoho Books including these features:

• Consolidation across countries and currencies
• Ability to report against multiple budgets
• Automated cash flow reports
• Automated, customizable metrics and KPIs
• Dashboards displaying key metrics in beautiful, interactive graphs
• Ability to consolidate data across accounting platforms including various instances of Zoho Books, Xero and QuickBooks as well as integrate with CRMs such as HubSpot, Salesforce and Pipedrive.

Getting started with ScaleXP is quick and easy.

Part 1 — Connect Zoho Books and ScaleXP

1. Select your Zoho Books region

Select your Zoho Books Region. You can identify your Zoho Books region by looking at the URL when logged in to Zoho Books. See the table below.

2. Select the entity to connect

Select the entity to connect. Be careful to select the entity which matches the ScaleXP entity (top right of ScaleXP page) and that the two are in the same currency.

• If the account you wish to connect is not listed, ensure that:
  • you have logged into your accounting system with the same email address that you used for ScaleXP, and
  • the email address has the relevant permissions in your accounting system.
• If you need to make a change to the ScaleXP name or currency, contact support@scalexp.com.

Part 2 — Set your import parameters

1. Open the connection settings

Set the parameters for the data you wish to import into ScaleXP. You can view these at any time:

1. Go to the Load Data tab (top bar) > Connections (left sidebar).
2. In the Zoho Books connection box, select the three dots > Configure.

2. Set your financial data parameters (P&L, balance sheet)

1. Choose a Start Date for your Financial Data (P&L and balance sheet data). We recommend using the start of your financial year.
2. Set a date format: British/International for day-month-year or American format for month-day-year.
3. Set your sync imports timeframe to determine how far back your daily sync reprocesses each day. (This does not impact the initial sync, only future ones.)
4. Click Save.
5. Click on the Sync now button.

3. Set your financial year start month

If your financial year starts in a month other than January, go to Settings (top right) > Organization settings (left sidebar) > Define Your Financial Year (Edit button).

4. Repeat for each entity

Repeat these steps for each entity in a consolidated company.

See more basic setup options here: Basic setup: Settings to configure when getting started

Part 3 — Next steps

You are now ready to set up your P&L and Balance sheet and configure your customer revenue data.

• Map your financial accounts: How to configure your P&L and Balance Sheet in ScaleXP (consolidated company)
• Set up intercompany accounts and eliminations, if relevant: How to eliminate intercompany accounts; How to add or remove accounts to be eliminated
• Review the dashboard, metrics and KPIs:
  • Getting started with Dashboards
  • Getting started with Reports: how to create and edit a report
  • How to review and change the way a metric is calculated; how to edit a formula
• Review relevant management reporting and/or board packs: Getting started with Presentations: How to create a pack for a meeting; How to create and edit a presentation

All new customers are entitled to a free 1 hour onboarding call to ensure your setup is optimized for your needs. Book your free onboarding call by emailing support@scalexp.com or using this calendar link.

Related articles

• How to set up consolidated reporting in ScaleXP
• How to connect a new organization (consolidated)
• How to connect your accounting platform to ScaleXP
• How to switch between companies in a consolidated organization
• Basic setup: Settings to configure when getting started
• How to include Zoho reporting tags in your reports
• How to configure your P&L and balance sheet in ScaleXP (Zoho Books) 
• How to eliminate intercompany accounts and add or remove accounts from elimination
• FX rates: What foreign exchange rate is being used?
• How to import recent accounting data changes