Zoho Books Online Live Class by Experts
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Zoho Books - Syllabus, Fees & Duration
Zoho Books Course Syllabus – Nestsoft Technomaster
Module 1: Introduction to Zoho Books
- Overview of Zoho Books – Features and Benefits
- Understanding Cloud Accounting and Automation
- Zoho Books Dashboard and Navigation
- Setting Up a New Organization in Zoho Books
- User Roles and Permissions Management
Module 2: Setting Up Accounting and Financial Preferences
- Configuring Company Details and Fiscal Year
- Chart of Accounts – Creating and Managing Accounts
- Multi-Currency Setup and Foreign Exchange Transactions
- Customizing Invoice and Document Templates
- Setting Up Taxes – GST, VAT, and Other Tax Rules
Module 3: Managing Sales and Receivables
- Creating and Customizing Invoices
- Sending Quotes and Estimates to Clients
- Recording Customer Payments and Refunds
- Automating Recurring Invoices and Payment Reminders
- Managing Sales Orders and Credit Notes
Module 4: Managing Purchases and Payables
- Creating and Tracking Purchase Orders
- Recording Bills and Vendor Payments
- Handling Expenses and Reimbursements
- Recurring Bills and Auto-Pay Setup
- Managing Vendor Credits
Module 5: Bank Reconciliation and Cash Flow Management
- Connecting Bank Accounts and Importing Transactions
- Automating Bank Feeds and Transaction Matching
- Reconciling Accounts and Fixing Discrepancies
- Managing Petty Cash and Cash Flow Forecasting
Module 6: Taxation and Compliance (GST, VAT, TDS, etc.)
- Understanding Taxation in Zoho Books
- Setting Up GST and VAT Tax Rates
- Generating Tax Reports and Filing GST Returns
- Withholding Tax (TDS) Configuration and Reporting
- Audit Trail and Compliance Management
Module 7: Inventory Management and Stock Control
- Enabling and Configuring Inventory in Zoho Books
- Adding Products, SKUs, and Pricing
- Tracking Stock Levels and Stock Adjustments
- Managing Warehouses and Multi-Location Inventory
- Generating Inventory Valuation and Stock Reports
Module 8: Reports and Financial Analysis
- Generating Profit and Loss Statements
- Balance Sheet and Trial Balance Overview
- Cash Flow and Revenue Forecasting
- Customizing and Automating Reports
- Exporting and Sharing Financial Reports
Module 9: Integrating Zoho Books with Other Zoho Apps
- Connecting Zoho CRM, Zoho Inventory and Zoho Payroll
- Automating Workflows using Zoho Flow
- Third-party Integrations (Stripe, PayPal, Razorpay, etc.)
- API and Customization for Advanced Users
Module 10: Automation and Advanced Features
- Setting Up Workflows and Automating Transactions
- Using Client Portal for Customer Communication
- Managing Subscription Billing and Retainers
- Handling Multi-Currency Transactions and International Business
Hands-on Projects and Real-Time Scenarios
- Setting Up and Managing a Business in Zoho Books
- Automating Invoice and Payment Processing
- Handling GST Compliance and Tax Filing
- Creating Custom Reports and Dashboards
- Integrating Zoho Books with Zoho CRM for Sales and Accounting Sync
This syllabus is not final and can be customized as per needs/updates
- Since 2001, Making IT Experts by Experts
- Duration: 30 Hours (Vary as per your skill)
- Course Fees
- Individual Live Classes (1:1)
- Batch Classes @ Low Fees
- Training on Your Time, Any Where
- Access to Recorded Videos
- Practical Internship on Projects
- 100% Placement Support by our jobsNEAR.in
- Training/Internship Certificate
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Course Highlights
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Join Technomaster’s Zoho Books training today and take your accounting skills to the next level! 🚀. The taxation module provides in-depth training on GST, VAT, TDS, and tax compliance, ensuring learners can generate tax reports and file returns effortlessly. Whether you're a business owner, accountant, freelancer, or student, this course will empower you with the necessary skills to efficiently manage finances using Zoho Books. With a focus on real-world projects, students will apply their knowledge to practical scenarios, such as creating business reports, automating financial workflows, and managing tax compliance. Our certification program ensures that participants receive a recognized credential, boosting their career prospects in the accounting and finance industry. Participants will learn how to set up an organization, configure financial preferences, and manage user roles and permissions. A key highlight of this course is bank reconciliation, where students will learn to integrate bank accounts, import transactions, automate feeds, and maintain accurate financial records. Zoho Books is a powerful cloud-based accounting software designed for businesses to streamline financial management, automate transactions, and ensure compliance with tax regulations. The training is designed to be flexible, offering live online sessions, interactive Q&A, and hands-on practice to ensure a seamless learning experience. For professionals looking to automate their business processes, the course covers workflow automation, recurring transactions, and API-based customizations. 
