What this tutorial covers: How to connect each entity in your group structure to its accounting system — Xero, QuickBooks, MYOB, or Zoho Books. By the end, each entity will have an active data connection and BrizoConsol will begin importing its chart of accounts and trial balance data automatically.

Once your group structure is built, the next step is connecting each entity to its data source. Connections are managed from the Organisation Hierarchy — select an entity and the right-hand panel shows the available connection options.

🛈 Before you start: Make sure your group structure is set up with all entities added and correctly positioned in the hierarchy. See Setting Up Your First Group Structure if you have not done this yet.

Step 1 — Select the Entity in the Hierarchy

1
Go to Global Settings → Organisation HierarchyThe hierarchy tree shows all entities in your group. Entities not yet connected will show an UNCONNECTED badge.
2
Click the entity you want to connectThe right-hand panel opens showing Organisation Details — Display Name, Currency, Fiscal Year Start, Data Source, and the Connection section below.
3
Scroll to the Connection sectionFive buttons are shown — one for each supported platform and one for Excel/CSV upload. Select the button matching this entity's accounting system.

Step 2 — Connect to Your Accounting System

Each platform uses OAuth — BrizoConsol redirects you to the platform's login page, you authorise access, and you are returned to BrizoConsol with the connection active. No credentials are stored in BrizoConsol.

Connect to Xero OAuth  ·  Chart of accounts, trial balances, invoices & bills
Click Connect to Xero. You are redirected to Xero's login page. Log in, select the organisation to connect, and click Allow access. You are returned to BrizoConsol and the connection activates immediately.

BrizoConsol imports: Chart of Accounts, last 2 years of trial balances, customer invoices, and supplier bills. Provides full invoice-level detail for Receivables and Payables aging in Pulse.
Connect to QuickBooks OAuth  ·  Chart of accounts, trial balances, invoices & bills
Click Connect to QuickBooks. You are redirected to Intuit's login page. Log in, select the company to connect, and authorise access. You are returned to BrizoConsol and the connection activates immediately.

BrizoConsol imports: Chart of Accounts, trial balances, customer invoices, and supplier bills. Provides full invoice-level detail for Receivables and Payables aging in Pulse.
Connect to MYOB OAuth  ·  Chart of accounts & trial balances only
Click Connect to MYOB. You are redirected to MYOB for OAuth authorisation. Log in and authorise access. You are returned to BrizoConsol and the connection activates immediately.

BrizoConsol imports: Chart of Accounts and trial balance data. Invoice-level data is not available via MYOB — Receivables and Payables aging in Pulse will not be available for this entity.
Connect to Zoho Books OAuth  ·  Chart of accounts & trial balances only
Click Connect to Zoho Books. You are redirected to Zoho for OAuth authorisation. Log in and authorise access. You are returned to BrizoConsol and the connection activates immediately.

BrizoConsol imports: Chart of Accounts and trial balance data. Invoice-level data is not available via Zoho Books — Receivables and Payables aging in Pulse will not be available for this entity.
💡 Mixed accounting systems: Each entity can use a different accounting system. One entity can connect via Xero, another via QuickBooks, another via CSV — all within the same consolidated group.

What Each Connection Includes

Feature Xero QBO MYOB Zoho CSV
Chart of accounts & trial balance ✓✓✓✓✓
Automatic data sync ✓✓✓✓✗
Customer invoice & supplier bill data ✓✓✗✗✗
Receivables & Payables aging in Pulse ✓✓✗✗✗

Step 3 — Confirm the Connection

After authorising, you are returned to the Organisation Hierarchy. Select the entity and check the right-hand panel:

What you should see Meaning
No badge Connected and actively syncing — data import has begun
Data Source field Now shows the connected platform — e.g. Xero, QuickBooks, MYOB, or Zoho
Connected Company Shows the name of the connected organisation from the accounting system
⚠ Still showing UNCONNECTED? The OAuth process may not have completed. Click the platform button again and repeat the authorisation. If the issue persists, check that you have admin access to the accounting system organisation you are trying to connect.

Step 4 — Repeat for Each Entity

Return to the hierarchy tree and repeat Steps 1–3 for each entity in the group. Each entity connects independently — work through the tree from top to bottom until all entities show a connected status.

💡 Entity using a non-supported system? Use Upload via Excel / CSV files instead. This lets you manually upload a trial balance each period. See Uploading Trial Balances via Excel / CSV for the required format and upload steps.

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 click the platform button again to reconnect. No data is lost.
Connected (no badge) Actively connected and syncing

What Happens Next

Once all entities are connected, BrizoConsol begins importing data. The next step in the onboarding flow is mapping each entity's accounts to the Common Chart of Accounts so they contribute to consolidated reports.

  Next step What it covers
3 Map the Chart of Accounts Map each entity's accounts to the Common Chart of Accounts so data consolidates correctly
4 Review Consolidated Output View your first consolidated P&L, Balance Sheet, and Cash Flow