Zoho Books Training by Experts

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