What this article covers: How to add a new entity to an existing group in BrizoConsol and connect it to an accounting system — Xero, QuickBooks, MYOB, Zoho Books, or CSV upload. This covers adding a second or third entity to a group that is already set up.

As your group grows, you can add new entities to the hierarchy at any time. Each entity needs to be created in the hierarchy, configured with its currency and display name, and then connected to its data source before it will appear in consolidated reports.

🛈 First-time setup? If you are connecting your very first organisation, see Connecting Your Accounting Software instead. This article covers adding subsequent entities to an existing group.

1. Adding the Entity to the Hierarchy

1
Go to Global Settings → Organisation HierarchyThe hierarchy tree shows all existing entities and groups. The entity count is shown in the top-right of the tree panel.
2
Click + Add OrganisationA new entity is added to the hierarchy showing an UNCONNECTED badge until a data source is connected.
3
Click the new entity in the tree to select itThe right-hand panel opens showing Organisation Details — Display Name, Currency, Data Source, and Parent Group.
4
Set the Display Name and CurrencyEnter the entity name as it should appear across reports and dashboards, and set its base reporting currency.
5
Confirm the Parent GroupThe Parent Group determines where this entity sits in the consolidation. You can also drag the entity in the tree to reposition it within the hierarchy.
6
Click Save ChangesSaves the entity's name, currency, and position. Now proceed to connect it to a data source.

2. Connecting to a Data Source

With the entity selected in the hierarchy, scroll to the Connection section in the right-hand panel. Five options are available:

Connect to Xero OAuth · invoice data included ✓
Redirects to Xero for OAuth authorisation. Imports Chart of Accounts, 2 years of trial balances, and customer invoice and supplier bill data. Provides full invoice-level detail for Receivables and Payables aging in Pulse.
Connect to QuickBooks OAuth · invoice data included ✓
Redirects to Intuit for OAuth authorisation. Imports Chart of Accounts, trial balances, and customer invoice and supplier bill data. Provides full invoice-level detail for Receivables and Payables aging in Pulse.
Connect to MYOB OAuth · account-level only
Redirects to MYOB for OAuth authorisation. Imports Chart of Accounts and trial balance data. Does not provide invoice-level data — Receivables and Payables aging and supplier breakdowns are not available for MYOB entities.
Connect to Zoho Books OAuth · account-level only
Redirects to Zoho for OAuth authorisation. Imports Chart of Accounts and trial balance data. Does not provide invoice-level data — Receivables and Payables aging and supplier breakdowns are not available for Zoho Books entities.
Upload via Excel / CSV Manual · account-level only
For entities without a direct accounting system connection. Upload a formatted CSV containing trial balance data each period. Does not auto-sync or provide invoice-level data.
Feature Xero QBO MYOB Zoho CSV
Chart of Accounts & trial balance ✓✓✓✓✓
Automatic data sync ✓✓✓✓✗
Customer invoice & supplier bill data ✓✓✗✗✗
Receivables & Payables aging in Pulse ✓✓✗✗✗

3. Connection Status Badges

Badge Meaning
UNCONNECTED Entity created but not yet connected to any data source
TOKEN EXPIRED OAuth authorisation has expired — click the entity and reconnect to restore syncing. No data is lost.
Connected (no badge) Actively connected and syncing — no badge shown

4. After Connecting — Next Steps

1
Review the Chart of AccountsGo to Organisation Settings → Chart of Accounts for the new entity to confirm accounts imported correctly and Section assignments are accurate. See Chart of Accounts.
2
Map accounts to the Common COAGo to Global Settings → Account Mapping to map this entity's accounts. Until mapping is complete the entity will not contribute to consolidated reports. See Account Mapping.
3
Configure Organisation DetailsSet Fiscal Year Start Month, Reporting Month, and display preferences under Organisation Settings → Organisation Details. See Organisation Detail.
4
Set up Ownerships if applicableIf the parent owns less than 100% of this entity, record the ownership percentage under Global Settings → Ownerships to enable NCI calculations. See Ownerships.
5
Verify in consolidated reportsOpen a P&L or Balance Sheet at group level to confirm the new entity's data is flowing correctly into consolidated results.