What You Will Learn
This course offers end-to-end practical training on Zoho Books, enabling learners to manage business accounting, GST compliance, banking, inventory, and automation using a modern cloud-based accounting platform.You will learn how to:
- Understand Zoho Books and cloud accounting, including its features, benefits, and real-world business use cases
- Set up and configure an organization, manage users, roles, permissions, and country-specific tax settings
- Design and manage the Chart of Accounts, including account codes and structured financial reporting
- Configure GST and other taxes, including group taxes, tax tracking, and compliance-ready setups
- Manage items, inventory, and services, with proper tax mapping, stock tracking, and bulk imports
- Create and manage customers and vendors, handle GST treatments, opening balances, credit limits, and transaction templates
- Post accurate opening balances, using trial balance methods and best practices
- Handle complete purchase cycles (Procure to Pay), including purchase orders, bills, payments, returns, landed costs, imports, and foreign currency transactions
- Manage expenses efficiently, including reimbursements and recurring expense automation
- Execute the full sales cycle (Quote to Cash), from estimates and sales orders to invoicing, receipts, returns, delivery challans, and exports
- Configure approval workflows, including multi-level approvals for purchases, sales, and inventory
- Integrate banking and payments, automate bank feeds, perform AI-assisted reconciliations, and manage online payment gateways
- File GST returns directly from Zoho Books, including GSTR-1, GSTR-3B, reconciliation, and annual returns
- Generate E-Way Bills and E-Invoices, including portal integrations, tracking, and cancellations
- Manage projects and time-based billing, including timesheets, budgets, expense tracking, and project reports
- Control pricing and inventory, using price lists, stock adjustments, budgets, and transaction locking
- Handle TDS and TCS transactions, for both customers and vendors
- Analyze business performance using 70+ reports, including P&L, Balance Sheet, Cash Flow, GST, inventory, and audit reports
- Customize and automate Zoho Books, using custom fields, templates, workflows, alerts, reminders, webhooks, and custom functions
This course is ideal for students, accountants, GST practitioners, business owners, and professionals who want to master cloud-based accounting and compliance using Zoho Books, aligned with real business operations and statutory requirements.