OBJECTIVE

This course aims to equip learners with a thorough understanding and practical expertise in Zoho Books, enabling them to efficiently manage end-to-end business accounting and compliance processes. Participants will learn to set up organizations from scratch, configure tax and financial settings, manage day-to-day transactions, and streamline purchase-to-pay and quote-to-cash cycles. The training also covers banking integration, GST filing, e-way bills, e-invoicing, project-based billing, and special operations such as inventory adjustments, budgeting, and branch management. Additionally, learners will gain skills in customizing workflows, automating processes, generating insightful reports, and integrating Zoho Books with other platforms—ensuring accurate, compliant, and data-driven financial management.

COURSE OUTLINE

Module 1

• Manual Accounting

Module 2

• GST Filing (Theory only)

Module 3 : Zoho Books

• Setting up Organizations
• Posting Opening Balances

Module 4: Zoho Books

• Handling day to day transactions
• Configuring the transactions approval process

Module 5: Zoho Books

• Connecting Banking Technology
• Statutory and Taxation process in Zoho

Module 6: Zoho Books

• Report