Zoho Books Training by Experts
Our Training Process
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
Featured Courses
Participants will learn how to set up an organization, configure financial preferences, and manage user roles and permissions. Moving forward, the training covers sales and receivables, including invoicing, estimates, payment tracking, and credit notes. Additionally, the course delves into financial reporting, where learners generate profit and loss statements, balance sheets, and revenue forecasts. 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. Learners will also gain expertise in purchase management, covering purchase orders, vendor payments, and expense tracking. For professionals looking to automate their business processes, the course covers workflow automation, recurring transactions, and API-based customizations. By the end of this course, you will be equipped with the expertise needed to handle financial transactions, streamline business operations, and optimize accounting processes with Zoho Books. The taxation module provides in-depth training on GST, VAT, TDS, and tax compliance, ensuring learners can generate tax reports and file returns effortlessly. 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. The course begins with an introduction to Zoho Books, where learners explore its features, benefits, and dashboard navigation.
