CERTIFICATION IN ZOHO BOOKS
Duration : 1 Month / 36 Hours
OBJECTIVE
ZOB – GN11682-12432F
Unlock the power of Zoho Books, a comprehensive accounting software designed to streamline your financial operations and boost efficiency. In this course, you’ll dive into: Basic and advance functionalities of Zoho Books, Financial management techniques, Tips and tricks for optimizing your accounting processes, security and data management best practices. Whether you’re a small business owner, accountant, or aspiring finance professional, this course will equip you with the skills and knowledge to navigate Zoho Books like a pro.
COURSE OUTLINE
GETTING STARTED 👈🏽
- Welcome
- How Zoho Books Works
- Access Zoho Books
- Navigating Zoho Books
- Keyboard Shortcuts
PERSONALISE 👈🏽
- Overview – Personalize
- Update Your Email Address
- Change Password
- Change Theme
- Add/Remove Your Logo
- Delete Organization
- Delete Account
- More Actions
- ▪ Quick Create
- ▪ Change Organization Name
- ▪ Add Organization
- ▪ Switch Between Organizations
- ▪ Change Default Organization
- ▪ Notifications and Announcements
- ▪ Product Updates
DASHBOARD 👈🏽
- Overview Dash board
SETTINGS 👈🏽
- Settings – Overview
- Organization Profile
- Opening Balances
- Users & Roles
- Preferences
- Taxes
- Templates
- SMS Notifications
- Emails
- Reminders
- Reporting Tags
- Automation
- Integrations
- Data Backup
- Domain Mapping
- Privacy and Security
- Connections
- Incoming Web hooks
- Signals
DOCUMENTS 👈🏽
- Document Overview
BRANCHES 👈🏽
- Overview – Branches
- Basic Functions in Branches
- Track Branch Transactions
- Other Actions for Branches
CUSTOMERS & VENDORS 👈🏽
- Introduction – Customers & Vendors
- Record Transactions for Customers/Vendors
- Customer Information in Transactions
- Opening Balance for Customers/Vendors
- Link Customer and Vendor
- Customer Credit Limit
- Other Actions for Customers/Vendors
- Customers/Vendors Preferences
ITEMS 👈🏽
- Introduction – Items
- Inventory Adjustments
- Price Lists
- Other Actions for Items
- Reports for Items
- Zoho Inventory Add-on
- Item Preferences
BANKING 👈🏽
- Overview – Banking
- Add Accounts
- Add Transactions
- Bank Feeds
- Match & Categorize Transactions
- Transaction Rules
- Reconciliation
- Other Actions
- Introduction – Quotes
- Customize Quote
- Convert to Sales Order
- Convert to Invoice
- Create Retainers
- Other Actions for Quote
- Quote Preferences
DELIVERY CHALLANS 👈🏽
- Overview – Delivery Challans
- Basic Functions in Delivery Challans
- Functions in Delivery Challans
- Manage Delivery Challans
- Other Actions for Delivery Challans
- Delivery Challan Preferences
RETAINER INVOICES 👈🏽
- Overview – Retainer Invoice
- Basic Functions in Retainer Invoice
- Functions in Retainer Invoice
- Manage Retainer Invoice
- Other Actions in Retainer Invoice
- Retainer Invoice Preferences
SALES ORDER 👈🏽
- Introduction – Sales Order
- Convert to Invoice
- Convert to Purchase Order
- Delete Sales Order
- Other Actions for Sales Order
- Sales Order Preferences
INVOICES 👈🏽
- Introduction – Invoices
- Record Payment for Invoice
- Bill of Supply
- Payments Received
- Delete Invoice
- Invoice Preferences
- Other Actions for Invoice
- Troubleshooting
PAYMENTS RECEIVED 👈🏽
- Overview – Payments Received
- Basic Functions in Payments Received
- Functions in Payments Received
- Manage Payments Received
- Other Actions for Payments Received
- Payments Received Preferences
RECURRING INVOICES 👈🏽
- Overview – Recurring Invoices
- Create & Send Recurring Invoice
- Receiving Payments
- Recurring Invoice Workflow
- Manage Recurring Invoices
- Other Actions for Recurring Invoice
- Recurring Invoice Preferences
CREDIT NOTES 👈🏽
- Introduction – Credit Note
- Apply Credits to Invoice
- Refund Credits
- Delete Credit Note
- Other Actions for Credit Note
- Credit Note Preferences
EXPENSES 👈🏽
- Overview – Expenses
- Basic Functions in Expenses
- Manage Expenses
- Mileage Expenses
- Other Actions for Expenses
- Expense Preferences
PURCHASE ORDER 👈🏽
- Overview – Purchase Orders
- Basic Functions in Purchase Orders
- Functions in Purchase Orders
- Manage Purchase Orders
- Other Actions in Purchase Orders
- Purchase Order Preferences
BILLS 👈🏽
- Overview – Bills
- Basic Functions in Bills
- Functions in Bills
- Manage Bills
- Other Actions for Bills
- Bill Preferences
CHEQUE 👈🏽
- Print Checks in Zoho Books
PAYMENTS MADE 👈🏽
- Overview – Payments Made
- Basic Functions in Payments Made
- Functions in Payments Made
- Manage Payments Made
- Other Actions for Payments Made
- Payments Made Preferences
VENDOR CREDITS 👈🏽
- Overview – Vendor Credits
- Basic Functions in Vendor Credits
- Functions in Vendor Credits
- Manage Vendor Credits
- Other Actions for Vendor Credits
- Vendor Credit Preferences
TRANSACTION APPROVAL 👈🏽
- Transaction Approval – Overview
- Enable Transaction Approval
- Notification Preferences
- Transaction Approval Workflow
- Users and Roles
- Manage Approvals
ACCOUNTANT 👈🏽
- Overview – Accountant
- Manual Journals
- Journal Templates
- Budgets
- Bulk Update
- Recurring Journals
- Base Currency Adjustment
- Sub Accounts
- Chart of Accounts
- Transaction Locking
- Accountant Preferences
- Manage Clients
OTHER INVENTORY FEATURES 👈🏽
- Overview – Accountant
IMPORT & EXPORT 👈🏽
- Overview
- Importing Data
- Exporting Data
- Backup Your Data
EXIT PROFILE
Exit Profile 👈🏽
- Able to do Practical accounting process smoothly
- Able to do day to day transaction in ZOHO Books Confidentially
- Get a thorough knowledge in ZOHO Books Accounting
CAREER PATH
Career Path 👈🏽
- Become a Professional Accountant
- Become an IT Educator
- Accounting Executive
1 CERTIFICATE
★ ZOHO BOOKS - G-TEC Certificate
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