About

The Zoho Books Training Course is a three-day online training program aimed at enabling businesses to set up their organizations in Zoho Books and learn the best practices for using the tool. Each module includes a concept explanation, demonstration, hands-on exercises, and Q&A session.

Who can attend?

Chartered accountants, auditors, and accountants, individuals with an accountancy background, and business owners.

Day One - 5 Hours

Module 1:

Module 1: Introduction

  • Introduction to Zoho Finance
  • What is Zoho Books?
  • Zoho Books terminology
Module 2:

Setting up the organization

  • Creating the organization
  • User management
  • General settings
  • Tax settings
  • Contacts and items
  • Importing data in bulk
Module 3:

Day-to-Day Transactions

  • Purchase transactions
  • Sales transactions
  • Payments and refunds
  • Recurring transactions
Module 4:

Time-Based Invoicing

  • Projects
  • Timesheets
  • Zoho Projects integration

Day Two - 5 Hours

Module 5:

Banking

  • Importing bank feeds
  • Matching and categorizing
  • Transaction rules
  • Reconciliation
Module 6:

Advanced Operations

  • Price lists
  • Reporting tags
  • Budgeting
  • Manual journals
  • Templates
Module 7:

Reports

  • Business overview
  • Report customization
  • Tax reports
  • Activity reports
Modules 8:

Customization

  • Custom fields
  • Custom buttons
  • Custom view
  • Validation rules
  • Related lists
  • Web tabs
Module 9:

Automation

  • Reminders
  • Workflow rules
  • Custom functions, email alerts, and webhooks
  • Document autoscan
Module 10:

Integrations

  • Advanced inventory control
  • Zoho CRM
  • Zoho Analytics
  • Zoho Mail

Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.

register now