Zoho Books Basic To Advance Training Course 2025

Learn Zoho Books Step-by-Step – Setup, Accounting, Inventory, Sales, Returns, Bank Reconciliation, Multi-Currency & More

What you'll learn

How to set up Zoho Books and create companies with the latest version

Configure and manage chart of accounts, opening balances, and control accounts

Handle customer/vendor setup, inventory, and fixed asset tracking

Record prepaid expenses, security deposits, maintenance, and repair entries

Create and manage purchase/sales invoices, customer advances, and order conversions

Record purchase and sales returns and fully settle customer/vendor accounts

Use recurring invoices and automated journals for routine transactions

Perform multi-currency accounting and reconcile bank accounts

Customize dashboards, invoice templates, and reports

Manage budgeting, landed costs, drop shipping, item grouping, and branch accounting

Requirements

No prior knowledge of Zoho Books or accounting is needed — the course starts from scratch

A computer with internet access

A trial or active Zoho Books account to follow along (Zoho offers a free trial)

Basic computer usage skills and a willingness to learn hands-on

Description

Want to learn how to manage business accounting and finances using Zoho Books? Whether you're a business owner, accountant, or complete beginner, this practical training course will take you from the basics to advanced features of Zoho Books — using real-life examples and hands-on scenarios.You’ll begin with setting up Zoho Books, creating your company, and configuring the chart of accounts with opening balances. From there, you’ll learn how to manage customers, vendors, inventory, fixed assets, and prepaid expenses.As you progress, you'll cover sales and purchase workflows, including credit sales, cash sales, customer advances, sales orders, purchase orders, and returns. The course also walks you through multi-currency handling, recurring invoices and journals, customizing dashboards, and designing invoice templates.In the advanced section, you'll explore essential business tools such as landed cost management, budgeting, drop shipping, reorder levels, item groups, and managing multiple companies or branches in Zoho. You'll also gain practical insight into real-time reporting, automation features, bank reconciliation, and best practices for smooth day-to-day operations.By the end of this course, you’ll have complete confidence in using Zoho Books for real-world accounting, financial reporting, and cloud-based bookkeeping and inventory control — including invoice customization, cost center tracking, and client billing automation.

Overview

Section 1: Zoho Books Basic to Advance Training

Lecture 1 How to Activate Zoho Books Software and Create New Company

Lecture 2 How to Create and Edit Chart of Accounts in ZOHO Books

Lecture 3 Dealing With Chart of Accounts Opening Balances

Lecture 4 Upgrade to the Latest Version of Zoho Books

Lecture 5 Add Customers and Set Opening Balances

Lecture 6 Setup Vendors and Opening Balances

Lecture 7 Setting up Inventory with Opening Balances

Lecture 8 Dealing with Fixed Asset in Zoho

Lecture 9 Dealing with Prepaid Expenses

Lecture 10 Handling Payments Against Security Deposits

Lecture 11 Enter Repairs and Maintenance Expenses

Lecture 12 Receiving Payments in Full From Customers

Lecture 13 Dealing With Item Purchase Invoice in Zoho

Lecture 14 Entering Bill Against New Vendor

Lecture 15 Recording Cash Sales of Inventory in Zoho Books

Lecture 16 Recording Credit Sales Invoice

Lecture 17 Dealing With Cash Advance Recieved From Customers

Lecture 18 Enable and Record Sales Order in Zoho

Lecture 19 Enter Credit Sales Invoice

Lecture 20 Enable and Record Purchase Order

Lecture 21 Dealing With Bad Debts in Zoho Books

Lecture 22 Dealing With Purchase of Services

Lecture 23 Handling Payments Against Purchase of Services

Lecture 24 Creating Sales Invoice from Sales Order with Advance Adjustment

Lecture 25 Handling Purchase Return and Open Bill Adjustment

Lecture 26 Handling Sales Return with Open Invoice Adjustment

Lecture 27 Full Customer Account Settlement

Lecture 28 Convert Purchase Order to Purchase Invoice in Zoho

Lecture 29 Dealing With Loss of Inventory

Lecture 30 Unwinding of Prepaid Expenses

Lecture 31 Extracting Essential Closing Reports

Lecture 32 Handling Multi Currency Transactions in Zoho Books

Lecture 33 Create Recurring Invoice in Zoho Books

Lecture 34 Creating Automated Recurring Journals

Lecture 35 Creating Fully Cuztomizable Zoho Dashboard

Lecture 36 Invoice Template Customization

Business Owners & Entrepreneurs managing their finances with Zoho Books,Accountants & Bookkeepers wanting to offer Zoho-based services to clients,Finance Professionals & Freelancers looking to master cloud accounting,Commerce and Accounting Students who want practical experience,Anyone switching from spreadsheets or other accounting software to Zoho Books