About
The Zoho Books Training Course is a two-day online training program aimed at helping businesses set up their organizations in Zoho Books, and learning 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, accountants, individuals with an accountancy background, and business owners.
Day One - 5 Hours
Module 1:
Introduction
- Introduction to Zoho Finance
- Introduction to Zoho Books
Module 2:
Setting up the organization
- Adding an organization profile
- Inviting users and collaboration
- Setting up a chart of accounts
- Choosing tax settings
- Creating customers and vendors
- Setting up the client portal
- Creating items
- Important settings under Preferences
Module 3:
Day-to-day transactions
- Purchase transactions
- Sales transactions
- Payments and refunds
- Foreign transactions
- Recurring transactions
Module 4:
Time-based invoicing
- Projects
- Timesheets
Day Two - 5 Hours
Module 5:
Banking
- Importing bank feeds
- Matching and categorizing
- Transaction rules
- Reconciliation
- Customer payments
- Vendor payments
Module 6:
Advanced Operations
- Creating price lists
- Setting budgets
- Publishing journal entries
- Locking transactions
- Bulk updating accounts
- Using reporting tags to customize reports
Module 7:
Reports
- Business overview reports
- Customer/Vendor balance reports
- Detailed general ledger reports
- Tax reports
- Aging details reports
- Inventory reports
- Activity reports
Modules 8:
Customization
- Custom fields
- Custom buttons
- Custom views
- Validation rules
- Template customization
Module 9:
Automation
- Reminders
- Workflow rules
- Email alerts
- In-app notifications
- Field updates
- Webhooks
- Custom functions
Module 10:
Integrations
- Other Zoho apps
- Third-party integrations
- Other cases
Through online training, we aim to offer a completely personalized One-on-One training package tailored exclusively to meet the trainees' business requirements.