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.

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