Special Course on ZOHO Books Training

# Special Course on ZOHO Books Training

Visit @

http://tiny.cc/CONNECTEASY

27th to 30th July, 2021

6 pm to 8 pm Daily

Participation Certificate will be provided.

Register @

https://imjo.in/dRBGjF

Fees : Early Bird Rs. 799 on or before 23rd July, 2021, thereafter Rs. 1199

Coverage :

Day 1 : 27th July 2021

Introduction to Zoho Books - Organization Creation from the Scratch

Managing Chart of Accounts, Configuration of Taxes, Item Management, Other Important Settings & Preferences

Live Posting of Opening Balance in Zoho Books, Simple Tricks and Methods to be followed

Handling Day to Day Transactions - Purchase Transactions, Expense Transactions etc.

Day 2 : 28th July 2021

Quote to Cash: Customer Management, Generation of Quotes / Estimates, Conversion of Quotes/ Estimates to Invoices / Sales Orders / Automation Creation of Invoices etc etc

Configuring the Transaction Approval Process - Purchase / Sales at Multi level

Connecting Banking Technology- Creating & Integrating Bank Account, Credit Card with Zoho Books, Auto Fetching / Importing Transactions with AI, BRS with AI, Payment Gateway Integration & Multiple Payment Options

GST Filing - Enabling API Access between Zoho Books & GSTN Portal, Simplified GSTR 1, GSTR 2, GSTR 9, Generation of GSTR 3B Reporting

E-Way Bills , E- Invoicing - Enabling API Process with Portal, Generation of E-Way Bills / E- Invoicing, Cancellation of the Same

Day 3 : 29th July 2021

Time based Invoicing - Creation of Projects, Logging Time Sheet, Budgeting of Projects, Tracking Expenses related to Project, Invoicing & Receiving Payments from the Client

Special Operations - Creation of Sales & Purchase Price Lists, Inventory (Quantity & Value Adjustments)

Creation of Budgets, Types of Budgets & Comparing with Actuals

Transaction Locking All & manual wise

Performing bulk actions, Reporting, Manuals & Journals, Various Reports including Accounting & Taxation

Handling TDS & TCS

Day 4 : 30th July 2021

Customization - Different Business Transactions and its templates, E- mail templates, Adding Custom Fields to every Module, Creating Custom View for Every Module, etc.

Automation - Live Execution, Setting Workflow Rules, Triggering Email Alerts for any action performed, Automatic Field Updates in Transactions, Triggering In aApp Notifications for actions Performed in Zoho Books

Other Automations (Use Cases) - Webhooks, Schedules, Custom Functions, Setting up of Reminders for Transactions

Integrations - Zoho Books with other Zoho Apps, with other third party Apps, SMS, Uber & API Integrations

Faculty : Md. Rameez Faizal, BE, MBA (Marketing & Finance), Regional Head @ Zoho Corporation, Handling Strategic Alliance in India, Dubai, Bahrain, Oman, Qatar, Saudi Arabia, Indonesia and Africa. Faculty at SICASA for Advance IT Training.

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To Your Success,

Virag Shah

CA CMA CS LLB CAIIB

Founder - Connect Easy

+91 7043 154 500