Master Accounting
Learn from the best
Dive deep into Zoho Books with industry leading CA's to understand the nitty-gritty of cloud accounting software and bolster your career.
Who is this course for?
Whether you're a student, prospective customer, or an accounting professional, we have you covered.
Working professionals
Whether you're an accounting or finance professional, or auditor, master GST compliance, e-invoicing, tax filing, and more advanced accounting capabilities.
Business Owners
Leverage Zoho Books for you and your organization to manage all things accounting-right from invoicing to expenses and inventory to timesheets, all while staying compliant.
Students
Are you an aspiring chartered accountant? Add Zoho Books to your arsenal and unlock career opportunities in finance, auditing, and business accounting.
Our Collaborations
Why choose this course?
Boost your accounting career with confidence. Our comprehensive curriculum equips you with in-demand skills to master cloud accounting.
Individual or group training
Train one-on-one or tag along with your organization. We offer comprehensive group and personal training both offline and online.
Customizable curriculum
While we have a structured curriculum, we are also open to customizing the same, offer flexible training hours and pricing to suit your learning objectives.
Interactive learning experience
We won't bore you with video clips! Dive deep into practical, real-world scenarios to understand how Zoho Books can help improve your bottom line.
Become a Zoho Books partner
Connect & grow with Zoho Books Partner program. Leverage the power of our modern accounting platform for you and your clients.
Simplify tax compliance
Learn how to send e-invoices and automate the generation of tax returns with Zoho Books, while exploring our customization and automation capabilities.
Better career opportunities
Enhance your career prospects with Zoho Books certification, unlocking opportunities in the finance and accounting domain.
Become a certified Zoho Books expert.
Hear from Zoho Books experts
"Our experience with Zoho Books has been exceptional, especially with the hands-on training provided by the Zoho team. The training program has helped us confidently teach Zoho Books to students and accounting professionals, using real-world scenarios."
Vignesh Rajendran
FCPA International Services - Director
Vignesh Rajendran
FCPA International Services - Director
"Our experience with Zoho Books has been exceptional, especially with the hands-on training provided by the Zoho team. The training program has helped us confidently teach Zoho Books to students and accounting professionals, using real-world scenarios."
"We are delighted with the outcome and grateful for the support provided during the training sessions. The guidance and resources provided by the team has been invaluable."
Narmada
Amogen Pharma Pvt Ltd - HR Manager
Narmada
Amogen Pharma Pvt Ltd - HR Manager
"We are delighted with the outcome and grateful for the support provided during the training sessions. The guidance and resources provided by the team has been invaluable."
Frequently asked questions
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How is personal training different from an institute?
We provide both individual and group training, whether you opt for an institute or a personal trainer. However, personal training offers training in regional languages as well.
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Can I onboard myself as a trainer in the certification program?
Whether you are a certified Zoho Books user or willing to onboard your institute, you are eligible to be a trainer. Please write to training@zohofinance.com for more details.
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What is the validity of my Zoho Books certificate?
The certificate will be valid for 2 years from the date of successful completion of your training course.
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Course Type
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Unlock your accounting acumen with guidance from practicing CAs.
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Train one-on-one or as a group
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Virtual sessions from practicing CAs
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Certification provided by Zoho
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Duration: 8-10 hours
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CA ANWESH SHETTY
A practicing Chartered Accountant and passionate educator with over a decade of experience in training. Also a qualified lawyer specializing in tax li... View more
CONTACT DETAILS
+91 73530 80009
anwesh@sdca.co
EN
हिN
GU
CA TANVI BANGERA
A Chartered Accountant having a total of 12+ years of experience in accounting, management consultancy, Internal audits, CFO services, Processes, Syst... View more
CONTACT DETAILS
+91 832-9981293
tanvi@ssosolutionsllp.com
EN
हिN
CA JIGAR SHAH
Jigar Shah, a partner at S K Rathi & Co., endeavors to make the firm one of the top-notch ones in India. He is passionate about technology and has con... View more
CONTACT DETAILS
+91 90221 69546
jigar.shah@skrathi.com
EN
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CA NIKITA PUNJABI
Nikita Punjabi, a practicing Chartered Accountant and a YouTuber, enjoys creating videos on taxation, migrating accounting software, and personal fina... View more
CONTACT DETAILS
+91 8484998943
ca.nikitapunjabi@gmail.com
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CA FRENIL RITHESH DSOUZA
Frenil Dsouza is a practicing Chartered Accountant and a partner at Shetty and Dsouza Chartered Accountants in Mangalore. With a diverse background, i... View more
CONTACT DETAILS
+91 81239 94766
frenil@sdca.co
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CA Kunal Kumar
Introducing CA Kunal Kumar, an accomplished Chartered Accountant and a partner at T K & Co. in New Delhi. With a passion for leveraging cutting-edge t... View more
CONTACT DETAILS
+91 99996 90158
ca.kunalkumar90@gmail.com
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CA Nikita Joshi
CA Nikita Joshi is a dynamic and accomplished Chartered Accountant who earned her qualification in 2016. With a dedication to continuous learning and ... View more
CONTACT DETAILS
+91 8888622037
nikita@capnjoshi.com
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GU
CA Vishal Jagetiya
Vishal Jagetiya, a chartered accountant, serves as the director of NJP Global Services Private Limited, where he is responsible for overseeing the ERP... View more
CONTACT DETAILS
+91 94284 82371
contact@nareshco.com
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CA Lakshmi Nalledath Palat
Lakshmi Nalledath Palat, a Chartered Accountant, specializes in ERP implementations, business advisory, and tax planning services for SMEs and start-u... View more
CONTACT DETAILS
+91 9840430362
lakshminp@lnpassociates.net
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CA Shivam Thakkar
Shivam Thakkar is a highly skilled Chartered Accountant and Key Managerial Personnel at DSV Academy, with over 7 years of experience delivering except... View more
CONTACT DETAILS
+91 90162 82029
info@dsvacademy.com
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CA Anmol Gakhar
CA Anmol Gakhar, a tech-savvy Chartered Accountant, has implemented Zoho Finance apps for more than 500 organizations, tailoring solutions that enhanc... View more
CONTACT DETAILS
+91 93169 00087
anmol.gakhar@a3ca.com
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CA Nishchit Shetty
A Fellow Chartered Accountant with over 6 years of experience in implementing and optimizing Zoho Finance Suite. He has led successful Zoho projects a... View more
CONTACT DETAILS
+91 91677 47720
nishchit@sbmco.in
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CA Payal Jain
Payal Jain, a Chartered Accountant with 10 years of experience in Accounting, GST, and International Taxation, has migrated 12-15 organizations to Zoh... View more
CONTACT DETAILS
+91 98712 10704
payaljain@prgkassociates.com
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GU
CA Suraj Jain
CA. Suraj Jain is a Fellow Member of ICAI with over 8 years of experience in tax, audit, and advisory services. He started XLPoint Global Solutions to... View more
CONTACT DETAILS
+91 94295 24319
suraj@xlpointglobal.com
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CA Pallavi B R
Accomplished professional with over 15 years of experience in financial operations, accounts, and statutory compliance. Expertise in implementing fina... View more
CONTACT DETAILS
+91 98441 42847
brpachar@gmail.com
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Atul Jain
Atul Jain is a highly qualified professional with over 10 years of experience in accounting and taxation. He has extensive experience implementing Zoh... View more
CONTACT DETAILS
+91 70136 22473
atul.jain@learnall.co.in
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Pulkit Gupta
Pulkit Om is an economics graduate followed by Management in Family Business from SP Jain, Mumbai. He has been running his technology company for the ... View more
CONTACT DETAILS
+91 99112 29701
pulkit@ushma.biz
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Hemal Kamdar
Hemal Kamdar, along with his team, has provided financial consulting and cloud accounting services to over 100 businesses. He is an ardent advocate fo... View more
CONTACT DETAILS
+91 98198 30007
hemal.kamdar@krajaccounting.com
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Christo Philip
As the CEO and Founder of Cascade Headway, my focus is on driving business growth and innovation. I specialize in project management and financial str... View more
CONTACT DETAILS
+91 62380 20670
christo@cascadeheadway.com
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Swathi Khatry
Dynamic accounting professional with a decade of experience specializing in Cloud Accounting with Zoho, Xero, and QuickBooks. Proficient in Tally ERP ... View more
CONTACT DETAILS
+91 98306 02727
swati@finanzen.in
Module
Learn with a world class curriculum
Introduction to Zoho Books
What you will learn
- Adding an organization profile
- Inviting users and collaboration
- Setting up a chart of accounts
- Choosing tax settings
- Creating customers and vendors
- Setting up the client portal
- Creating items
- Important settings under Preferences
Skills you will gain
- Accounting fundamentals
- Configurations
Day-to-day transactions
What you will learn
- Purchase transactions
- Sales transactions
- How to record Expenses
- Payments and refunds
- Foreign transactions
- Recurring transactions
Skills you will gain
- Transaction handling
- Expenses
Time-based invoicing
What you will learn
- Projects
- Timesheets
Skills you will gain
- Billables
- Reporting
Advanced operations
What you will learn
- Transaction Approvals
- Creating price lists
- Setting budgets
- Publishing journal entries
- Locking transactions
- Bulk updating accounts
- Using reporting tags to customize reports
Skills you will gain
- Budget planning
- Journals
- Customizations
Connected Banking
What you will learn
- Importing bank feeds
- Matching and categorizing
- Transaction rules
- Reconciliation
- Customer payments
- Vendor payments
Skills you will gain
- Bank reconciliation
- Workflows
- Payment handling
Taxes & Compliance
What you will learn
- GST Filing
- E-Way Bills
- E-Invoicing
Skills you will gain
- Tax filing
- Einvoicing
Reports
What you will learn
- Business overview reports
- Customer/Vendor balance reports
- Detailed general ledger report
- Aging details reports
- Inventory reports
- Activity reports
Skills you will gain
- Business intelligence
- Financial reports
Customization
What you will learn
- Custom fields
- Custom views
- Validation rules
- Template customization
Skills you will gain
- Custom workflows
- Personalization
Automation
What you will learn
- Workflow rules
- Email alerts
- In-app notifications
- Field updates
- Webhooks
- Custom functions
Skills you will gain
- Push notifications
- Workflow automation
- Approvals
Integrations
What you will learn
- Integration of Zoho Books with other Zoho Apps & Third Party apps
Skills you will gain
- Integration
- Third Party Apps
