Course Outline:

Module 1: Introduction to Zoho Books and Company Setup

• Overview of Zoho Books interface and key features
• Setting up a company and configuring business settings
• Managing users and user permissions
• Practical Exercise: Setting up a sample business in Zoho Books

Module 2: Managing Sales and Invoices

• Creating and customizing invoices, sales orders, and receipts
• Managing customer accounts and tracking receivables
• Setting payment terms, reminders, and applying payments
• Case Study: Invoice management and customer account setup for a small business

Module 3: Managing Expenses and Payables

• Recording and categorizing business expenses
• Setting up and managing vendor accounts
• Paying bills and managing accounts payable
• Practical Exercise: Managing business expenses and vendor payments

Module 4: Bank Reconciliation and Financial Tracking

• Setting up bank accounts and importing bank transactions
• Reconciling bank accounts and matching transactions
• Managing credit card transactions and refunds
• Real-life Project: Bank reconciliation process for a business in Zoho Books

Module 5: Reporting and Tax Management

• Creating financial reports: Profit and Loss, Balance Sheet, and Cash Flow
• Customizing and exporting reports for stakeholders
• Managing taxes: Sales tax setup and filing
• Benefits of using Zoho Books for accounting and financial management
• Setting up a Zoho Books account and company profile
• Case Study: Generating and analyzing key financial reports for business insight