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CERTIFICATE In ZOHO BOOKS(S-CZB-6567)

  • Last updated Jun, 2026
  • Certified Course
₹8,000 ₹12,000

Course Includes

  • Duration3 Months
  • Enrolled0
  • Lectures44
  • Videos0
  • Notes0
  • CertificateYes

What you'll learn

Course Name- Zoho Books

Duration - 3 months

Fees - 8000

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Course Syllabus

Zoho Books Syllabus

Module 1: Introduction to Zoho Books

  • Overview of Zoho Books
  • Features and benefits
  • Understanding cloud accounting
  • Zoho ecosystem integration
  • Subscription plans and editions
  • User interface and navigation

Module 2: Organization Setup

  • Creating a new organization
  • Company profile settings
  • Fiscal year configuration
  • Base currency and multi-currency setup
  • Tax settings (GST/VAT)
  • User roles and permissions

Module 3: Master Data Management

  • Customers and vendors management
  • Contact creation and categorization
  • Items and services setup
  • Price lists
  • Units of measurement
  • Opening balances

Module 4: Banking and Cash Management

  • Adding bank accounts
  • Bank feeds and synchronization
  • Recording deposits
  • Fund transfers
  • Bank reconciliation
  • Cash transactions management

Module 5: Sales Management

  • Estimates/Quotations
  • Sales orders
  • Delivery challans
  • Invoices creation
  • Recurring invoices
  • Credit notes
  • Customer payments
  • Payment reminders

Module 6: Purchase Management

  • Purchase requests (if integrated)
  • Purchase orders
  • Vendor bills
  • Recurring bills
  • Vendor credits
  • Vendor payments
  • Expense tracking

Module 7: Inventory Management

  • Inventory setup
  • Stock tracking
  • Inventory adjustments
  • Composite items
  • Bundles and kits
  • Warehouse management
  • Inventory reports

Module 8: GST and Tax Management

  • GST configuration
  • GST-compliant invoices
  • Input and output tax
  • Tax adjustments
  • GST reports
  • Tax filing support
  • E-way bill concepts

Module 9: Projects and Timesheets

  • Project creation
  • Task management
  • Time tracking
  • Billable and non-billable hours
  • Project invoicing
  • Project profitability analysis

Module 10: Fixed Assets Management

  • Asset creation
  • Asset categorization
  • Depreciation methods
  • Asset disposal
  • Asset reports

Module 11: Automation and Workflows

  • Workflow rules
  • Email automation
  • Custom functions
  • Approval workflows
  • Recurring transactions
  • Alerts and notifications

Module 12: Reports and Analytics

  • Dashboard overview
  • Profit & Loss Statement
  • Balance Sheet
  • Cash Flow Statement
  • Trial Balance
  • Accounts Receivable reports
  • Accounts Payable reports
  • Inventory reports
  • Custom reports

Module 13: Multi-Currency Transactions

  • Foreign currency setup
  • Exchange rates
  • Foreign customer transactions
  • Foreign vendor transactions
  • Currency gain/loss accounting

Module 14: Integrations

Module 15: Advanced Features

  • Custom fields
  • Custom templates
  • Document management
  • Audit trails
  • Data import and export
  • API overview

Module 16: Data Migration and Implementation

  • Importing customers and vendors
  • Importing items
  • Importing transactions
  • Migration best practices
  • Data validation

Module 17: Security and Compliance

  • User access controls
  • Audit logs
  • Data backup
  • Security best practices
  • Regulatory compliance

Module 18: Practical Business Scenarios

  • Trading business accounting
  • Service business accounting
  • Manufacturing business workflows
  • End-to-end accounting cycle
  • Month-end closing process

Module 19: Final Project and Assessment

  • Complete company setup
  • Sales and purchase cycle processing
  • GST compliance handling
  • Bank reconciliation
  • Financial statement generation
  • Practical assessment and certification preparation


Course Fees

Course Fees
:
₹12000/-
Discounted Fees
:
₹ 8000/-
Course Duration
:
3 Months

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