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Zoho Authorised
4.9
Zoho Finance
Short-term, project-based Zoho Books program from an authorised Zoho training institute: setup, sales & purchases, inventory, banking, GST compliance, reports and automation with live business case work.
Duration
Short-term, project-based
Level
Beginner → Job Ready
Prerequisites
Basic Accounting Awareness
Curriculum
M01Module 1
Getting started
Set up Zoho Books the way a real business does.
- Zoho Books setup & organisation profile
- Chart of accounts
- Customers & vendors
- Items and price lists
- Users, roles and permissions
M02Module 2
Sales & purchases
Complete order-to-cash and procure-to-pay cycles.
- Quotes, invoices & recurring invoices
- Sales orders & delivery challans
- Purchase orders & bills
- Payments received and made
- Credit notes & vendor credits
M03Module 3
Inventory & banking
Track stock and reconcile money movement.
- Stock tracking & inventory adjustments
- Bank & card account linking
- Bank reconciliation
- Expenses & mileage
- Online payment gateways
M04Module 4
GST & compliance
Indian tax compliance inside Zoho Books.
- GST setup and tax rates
- GST invoicing & e-invoicing
- GSTR filing summaries
- TDS & TCS handling
- Audit trail and document management
M05Module 5
Reports & closing
Financial reporting and year-end handover.
- Profit & loss, balance sheet
- Cash flow & ageing reports
- Journals and manual entries
- Year-end closing
- Exports to Excel & accountant handover
M06Module 6
Automation & practice
Automate workflows and finish an end-to-end project.
- Workflow rules & reminders
- Templates and branding
- Mobile app usage
- End-to-end business case project
- Certification exam preparation
Tools & Technologies
Zoho BooksZoho InvoiceZoho InventoryGST PortalExcel
Capstone Projects
Minor
Trading Business Books Setup with GST Invoicing
Major
