Zoho Books Basic To Advance Training Course 2026

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.
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

Homepage

https://www.udemy.com/course/zoho-books-basic-to-advance-training/

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