Zoho Books: The Complete Guide (Virtual Course)

Zoho Books: The Complete Guide

(Virtual Course)

27th January – 31st January, 2025

Monday to Friday,

5:00 PM to 7:00 PM Daily

Fees:  

Early Bird: ₹. 1999 - before 22nd January 2025 ; there after ₹. 2499

Register @

https://imjo.in/2F2DdG

Participation Certificate will be awarded to all attendees at the end of the course.

Coverage:

Day 1: Zoho Books Introduction & Basic Setup

Overview of Zoho Books Features*: Introduction to key features and navigation.  

Organization Setup: Configuring company profile, adding users, and setting permissions.  

Tax Configurations: Setting up taxes and tax rates.  

Creation of Items: Adding products/services for sales and purchases.  

Creation of Contacts: Adding customers and vendors to Zoho Books.  

Day 2: Day-to-Day Transactions  

Sales Transactions: Creating invoices, credit notes, and sales orders.  

Multi-Currency Invoicing: Creating invoices in different currencies, applying exchange rates, and managing foreign currency transactions.

Purchase Transactions: Creating purchase orders, bills, and purchase credit notes.  

Expense Management: Recording and categorizing expenses. 

Day 3: Advanced Operations & Time-Based Billing  

Time-Based Invoicing: Setting up project-based invoices and hourly billing.  

Revenue & Expense Forecasting: Configuring budgets and tracking revenue/expenses for future periods.  

Transaction Locking: Locking past transactions by date or period to prevent accidental changes.  

Manual Journals: Creating and managing journal entries for adjustments or corrections.  

Bulk Update: Updating multiple transactions (e.g., invoices, bills) at once.  

Sales/Purchase Approvals*: Setting up approval workflows for sales and purchase transactions.  

Day 4: Banking, Reconciliation & Tax Filing  

Banking Integration: Linking bank accounts and credit cards with Zoho Books.  

Bank Feeds & Reconciliation: Importing bank transactions and performing reconciliation.  

Automated Expense Approvals: Automating the approval process for expenses and bills.  

GST Filing: Filing GST returns (GSTR-1, GSTR-2, GSTR-3B) and understanding tax compliance.

Day 5: Reports, Customization, Integrations & Automations

Zoho Reports: Generating key financial reports like Profit & Loss, Balance Sheet, Cash Flow, and Custom Reports.  

Customizing Reports: Tailoring reports to your business needs (e.g., filtering, grouping, and summarizing data).  

Automating Workflows: Using Zoho Flow for task automation and connecting Zoho Books with other applications.  

Trainer: Learn from an In-House Zoho Technical Expert, a certified trainer with extensive industry experience.

To Your Success,

Virag Shah

CA CMA CS LLB CAIIB

Founder - Connect Easy

+91 7043 154 500