Master Zoho Books Accounting
Zoho Books Training Course — available online or in-person. Gain hands-on skills to manage your business finances efficiently.
Why Take This Course?
For Business Owners & SMEs
- Get complete control of your business finances and cash flow.
- Automate invoices, expense tracking, and tax calculations.
- Access real-time dashboards for better decision-making.
- Save time and reduce errors by streamlining accounting processes.
- Learn actionable tips for improving profitability and financial planning.
For Accountants & Bookkeepers
- Enhance your skills in a widely used accounting software.
- Manage multiple client accounts efficiently.
- Build advanced reporting, VAT submission, and reconciliation expertise.
- Boost your professional portfolio with a Zoho Books Certification.
- Learn practical workflows that save time and improve client satisfaction.
Course Overview
Duration: 6 hours of intensive training + 2 hours post-course support
Format: Online (via Zoom) or In-Person with hands-on exercises
Certification: Optional Zoho Books Certification available upon completion
This course is designed to give business owners and accounting professionals practical experience managing invoices, expenses, bank reconciliations, and financial reports. You’ll leave confident in running your business finances efficiently and accurately.
What You’ll Learn
- Setting up your organization and chart of accounts
- Managing customers, suppliers, and invoices
- Tracking expenses, banking transactions, and cash flow
- Automating recurring invoices and payments
- Generating P&L statements, balance sheets, and tax reports
- Handling VAT, compliance, and financial record-keeping
- Practical tips for SMEs to optimize profitability and workflow
What’s Included
- 6 hours of instructor-led, hands-on training
- 2 hours of post-course support for questions and clarifications
- Access to Zoho Books demo environment for practice
- Comprehensive training materials and step-by-step guides
- Practical examples tailored to SMEs and accounting workflows
- Optional Zoho Certification exam to validate your skills
- Flexible learning options — online or in-person
- Learn from certified Zoho experts with real-world experience
- Tips and strategies to grow your business and improve cash flow
What Our Clients Say
“Zoho Books has completely transformed how I manage my business finances. The course was practical, easy to follow, and I can now generate reports in minutes.”
— Amanda P., Entrepreneur
“Practical and well-structured. I can now manage multiple clients’ books efficiently, saving hours of manual work each month.”
— David R., Accountant
“Flexible learning, hands-on exercises, and follow-up support made this course excellent. I now feel confident using Zoho Books daily.”
— Lucy M., Freelancer
SME & Business Tips
Running a small business comes with unique challenges. Here are actionable tips you can apply while using Zoho Books to strengthen your business:
- Track income and expenses daily to avoid end-of-month surprises.
- Automate recurring invoices to ensure timely payments.
- Reconcile bank accounts regularly to detect errors early.
- Use dashboards to monitor cash flow and profitability trends.
- Separate business and personal finances to simplify accounting.
- Generate monthly P&L and balance sheet reports to make informed decisions.
- Leverage Zoho Books integrations with payment gateways for faster collections.
Frequently Asked Questions
Who should attend this Zoho Books course?
Business owners, accountants, bookkeepers, and freelancers who want to manage business finances efficiently will benefit from this course. SMEs looking to streamline their operations will find this particularly useful.
Do I need prior accounting knowledge?
No prior accounting experience is required. The course is beginner-friendly, providing step-by-step guidance while also teaching advanced workflows for experienced users.
Can I attend online?
Yes, the course is available online via Zoom as well as in-person. Both formats include live demonstrations and practical exercises.
Will I receive a certificate?
Yes, you have the option to obtain an official Zoho Books Certification to showcase your proficiency and boost your professional profile.
What post-course support is offered?
We provide 2 hours of support after the course to help you implement the skills learned, answer questions, and resolve any challenges in real-world business situations.
Can I apply these skills immediately?
Absolutely! The course is highly practical, so you can start managing transactions, automating workflows, and generating reports for your business or clients immediately after the training.
Ready to Get Started?
Join our next Zoho Books Accounting Course and gain the skills to manage your business or clients’ finances efficiently and confidently.