★★★★★
"The structure, the practice exams, the instructor — all top tier. Passed first try."
AS
Aarti SharmaSenior Project Manager · TCS
— The journey
Course Outline
What the programme covers, module by module.
Module 1: Introduction to Zoho Books
- Zoho Books overview
- Cloud accounting concepts
- User interface
- Navigation
- Dashboard overview
- Business workflow
Module 2: Company Setup
- Organization creation
- Business profile
- Financial year setup
- User roles
- Preferences
- Initial configuration
Module 3: Customer & Vendor Management
- Customer records
- Vendor records
- Contact management
- Payment terms
- Credit limits
- Relationship management
Module 4: Sales & Invoicing
- Sales invoices
- Estimates
- Credit notes
- Customer payments
- Invoice customization
- Sales tracking
Module 5: Purchase & Expense Management
- Purchase bills
- Vendor payments
- Expense recording
- Recurring expenses
- Purchase tracking
- Expense categorization
Module 6: Inventory Management
- Item creation
- Stock management
- Inventory adjustments
- Product categories
- Warehouse concepts
- Inventory reports
Module 7: GST Management
- GST configuration
- Tax rates
- GST invoices
- Tax calculations
- GST reports
- Compliance records
Module 8: Banking Operations
- Bank accounts
- Bank feeds
- Payment recording
- Receipt management
- Bank reconciliation
- Banking reports
Module 9: Receivables & Payables
- Outstanding invoices
- Outstanding bills
- Payment reminders
- Credit tracking
- Ageing reports
- Cash flow monitoring
Module 10: Financial Reports
- Trial Balance
- Profit & Loss Account
- Balance Sheet
- Cash Flow Statement
- General Ledger
- Financial summaries
Module 11: Business Reporting
- Sales reports
- Purchase reports
- Expense reports
- Tax reports
- Inventory reports
- Business performance reports
Module 12: Automation Features
- Workflow automation
- Recurring invoices
- Payment reminders
- Automated notifications
- Approval workflows
- Productivity tools
Module 13: Data Security & Collaboration
- User permissions
- Role management
- Data backup
- Audit logs
- Collaboration features
- Secure access
Module 14: Daily Accounting Operations
- Daily transaction processing
- Business workflows
- Financial monitoring
- Document management
- Report generation
- Operational efficiency
Module 15: Professional Zoho Books Practices
- Accounting accuracy
- Data organization
- Report verification
- Workflow optimization
- Documentation standards
- Industry best practices
— 01.2 · Is it right for you?
Who it's for & what's included
Pick a delivery method to see exactly who it suits and everything you receive.
Who it's for
Classroom
Best for learners who want face-to-face tuition and to network with peers in person.
What's included
Everything you get
- ✓ Live instructor on-site
- ✓ Printed workbook & materials
- ✓ Group exercises & case studies
Who it's for
Online Instructor-Led
Best for learners who want a live instructor and a fixed schedule, without the travel.
What's included
Everything you get
- ✓ Live instructor via video call
- ✓ Digital workbook & resources
- ✓ Session recordings
Who it's for
Self-Paced
Best for self-motivated learners who need maximum flexibility around work and life.
What's included
Everything you get
- ✓ On-demand video lessons
- ✓ Interactive quizzes
- ✓ 24/7 access on any device