Instructions for Connecting Your Zoho Books Account

Step 1: Access your Zoho Books Account

  1. Sign in to your Zoho Books Online Account.
  2. Click on the gear icon in the top right corner.
  3. Click Users & Roles under the Settings menu.


Step 2: Create Custom Role

  1. Select the Roles tab on the top of the page.
  2. Click the red New Role button in the top right corner of the page.
  3. View Only
    Type this into the Role Name field.


  4. Under Contacts, uncheck Full Access for all the boxes.




  5. Under Items, uncheck Full Access and check View for all the boxes.



  6. Under Banking, uncheck Full Access and check View.




  7. Under Sales, uncheck Full Access for all the boxes and check View for all the boxes.




  8. Under Purchases, uncheck Full Access for all the boxes and check View for all the boxes.




  9. Under Accountant, uncheck Full Access for all the boxes and check View for all the boxes.




  10. Under Budgets, uncheck Full Access and check View.




  11. Under Timesheets, uncheck Full Access.




  12. Under Documents, leave only View Documents checked.



  13. Under Settings, leave only Export data checked.



  14. Under Reports, check all boxes.




  15. Under Dashboard, check all boxes.



  16. Click Save.

You will return to the Roles page. You should see View Only as one of the roles listed.


Step 3: Invite Jenfi as a New User

  1. Click the All Users tab at the top of the page.
  2. Click the red New User button in the top right corner of the page.
  3. [email protected]
    Type this into the Email Address field.
  4. Jenfi
    Type this into Name field.
  5. Click on dropdown menu under Role, select View Only.
  6. Click the red Send button.

Jenfi will receive read-only access of your Zoho Books Online Account upon accepting the invitation email.

Refer to the Zoho Books Help Docs if you need further assistance with your account.