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Zoho Books Training Course

Zoho accounting professional looking on charts while using a laptop
Zoho Books Training helps you manage payroll accounts, bank reconciliation statements, and tax reports using computerized accounting. With Edoxi’s 16-hour Online Zoho Books Training, you will gain expertise in client portal management and inventory management for the smooth conduct of business operations. Our expert trainers will help you master cloud-based accounting skills essential for UAE businesses by emphasizing VAT compliance and automation.
Course Duration
16 hours
Corporate Days
2 days
Modules
10
Learners Enrolled
75+
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Course Rating
4.9
star-rating-4.9
Mode of Delivery
Online
Certification by

Upcoming Batches

Start Date Duration Batch Type Time Mode Register
30-May-2025 2 days Regular Batch 09:00 AM - 09:00 PM Online

What You'll Learn from the Zoho Books Course?

Cloud-Based Accounting Implementation
You will learn the principles of cloud-based accounting, automating and transforming financial processes digitally.
VAT Compliance and Management
You will understand how to manage UAE VAT requirements, tax report generation, and VAT compliance tracking.
Financial Process Automation
You will learn how to automate invoicing, expense tracking, and bank reconciliation statements using advanced automation tools.
Customized Financial Reporting
You will learn to create detailed financial reports and real-time analytics to gain better business insights.
Multi-Currency Transaction Handling
You will learn to handle exchange rates and multi-currency accounting entries within Zoho Books.
Payroll System Management
You will master payroll processing, including pay slip generation and salary configuration, using Zoho Books.

About Our Zoho Books Online Course 

Edoxi offers a Zoho Books training program that equips you with cloud-based accounting skills essential for tracking the daily income and expenditures of small-scale businesses. Our 16-hour Zoho Books Online Training focuses on tax compliance, financial process automation, and practical implementation of Zoho Books.

Edoxi’s Zoho Books Course will help you gain expertise in handling exchange rates and multi-currency accounts. You will also receive hands-on training in end-to-end payroll processing, including salary component configuration, employee profile setup, and automated payment scheduling. 

Our expert trainers will help you gain expertise in creating customized reports tailored to your unique business needs. You will also learn to integrate Zoho Analytics to manage cross-functional data and create advanced dashboards. Accountants in wholesale, retail markets, and auditing firms can benefit from our one-to-one Zoho Books Training.

Zoho Books Course Features

Latest Software Updates and Implementations

You will learn the latest version of Zoho Books software, which helps you stay updated with the latest industry trends.

Flexible Timing Schedule

We offer flexible timing schedules to the participants, which help them learn at their own pace.

Real-World Implementation Projects

You can work on actual business scenarios, including payroll processing, VAT reporting, and financial management tasks.

Course Completion Certificate

You will receive Edoxi’s Course Completion Certificate after completing the Zoho Book Training.

Who Can Join Zoho Books Training?

Accountants, bookkeepers, and finance professionals seeking to enhance their skills with cloud-based accounting solutions

Business owners looking to streamline their financial operations by using Zoho Books to improve the financial position of their business.

Tax consultants and financial analysts who want to master financial process automation and upgrade their technical knowledge.

Students pursuing commerce or accounting degrees who want to gain practical experience in cloud-based computerized accounting.

Zoho Books Course Modules

Module 1: Introduction
  • Chapter 1.1: Basics of Accounting and SaaS

    • Lesson 1.1.1: Overview of SaaS-Based Accounting
    • Lesson 1.1.2: Understanding Debit and Credit
Module 2: Overview
  • Chapter 2.1: SaaS Accounting Essentials

    • Lesson 2.1.1: Detailed Overview of SaaS-Based Accounting
    • Lesson 2.1.2: Managing Multiple Projects Effectively
Module 3: Pricing & Activation
  • Chapter 3.1: Pricing and Activation Process

    • Lesson 3.1.1: Understanding Pricing Models
    • Lesson 3.1.2: Activation Steps for SaaS Accounting Software
Module 4: User Interface
  • Chapter 4.1: Navigating the Dashboard

    • Lesson 4.1.1: Overview of the Dashboard
    • Lesson 4.1.2: Creating New Organizations
    • Lesson 4.1.3: Setting Up Two-Factor Authentication
    • Lesson 4.1.4: Branding and Portal Settings
  • Chapter 4.2: Initial Setup

    • Lesson 4.2.1: Adding Opening Balances
    • Lesson 4.2.2: Adjusting Opening Balances
  • Chapter 4.3: Managing Settings and Templates

    • Lesson 4.3.1: User Roles and Permissions
    • Lesson 4.3.2: General Settings Overview
    • Lesson 4.3.3: Preferences, Currencies, and Template Customization
Module 5: Products, Contracts, & Banking
  • Chapter 5.1: Managing Products and Items

    • Lesson 5.1.1: Working with Products and Items
    • Lesson 5.1.2: Managing Contracts
  • Chapter 5.2: Banking Essentials

    • Lesson 5.2.1: Adding Banks and Defining Payment Policies
    • Lesson 5.2.2: Effective Banking Management
Module 6: Sales
  • Chapter 6.1: Sales Workflow

    • Lesson 6.1.1: Managing Sales Processes
    • Lesson 6.1.2: Working with Estimates
    • Lesson 6.1.3: Creating Retainer Invoices and Sales Orders
  • Chapter 6.2: Payments and Retainers

    • Lesson 6.2.1: Processing Payments for RET
    • Lesson 6.2.2: Managing Retainer Invoices
    • Lesson 6.2.3: Applying Retainers to Sales
Module 7: Purchases
  • Chapter 7.1: Purchase Management

    • Lesson 7.1.1: Managing Purchases and Recurring Expenses
    • Lesson 7.1.2: Creating and Managing Purchase Orders
    • Lesson 7.1.3: Handling Bills and Payment Modes
Module 8: Accountant
  • Chapter 8.1: Accounting Tools and Timesheets

    • Lesson 8.1.1: Tools for Accountants
    • Lesson 8.1.2: Timesheet and Project Management
    • Lesson 8.1.3: Logging Entries and Managing Projects via Timesheets
Module 9: Zoho Analytics
  • Chapter 9.1: Analytics and Reporting

    • Lesson 9.1.1: Pushing Data from Various Applications
    • Lesson 9.1.2: Using Reporting Components
    • Lesson 9.1.3: Visual and Collaborative Analysis
    • Lesson 9.1.4: Embedding Reports and White Labeling Options
Module 10: Conclusion
  • Chapter 10.1: Reporting and Summary

    • Lesson 10.11.1: Generating and Interpreting Financial Reports

Download Zoho Books Course Brochure

Real-World Projects in Zoho Books Course

The following are the key project activities included in the curriculum. They are designed to provide practical exposure and strengthen your cloud-based computerized accounting skills.

Projects

  • Comprehensive Payroll Management

    This project will help you practice generating accurate payslips while maintaining compliance with UAE regulations. You will learn end-to-end payroll processing, including salary component configuration, employee profile setup, and automated payment scheduling.

  • VAT Reporting and Compliance

    As a part of this project, you have to create detailed VAT reports using Zoho Books. You will learn to configure tax settings, manage VAT categories, and generate comprehensive returns following UAE requirements.

  • Employee Payslip Generation

    In this project, you have to handle various salary components, deductions, and allowances while ensuring accurate calculation and proper documentation.

Zoho Books Training Outcomes & Job Opportunities

ZohoBooks Training will help you learn how to operate cloud-based computerized software, which will help you take charge of your finances without relying on a third party. You will master the latest computerized accounting tools, which will enhance your overall career prospects. Given below are the major outcomes of Edoxi’s Zoho Books Training,

Course Outcome Image
Enables you to take control of your business finances without relying on anyone.
You can easily track inventory levels and efficiently manage stock orders.
You can keep your sensitive financial data safe using encryption and role-based access controls.
You will learn to automate payment scheduling for streamlined payroll management.
You can customize and filter reports to extract valuable insights from the financial reports.
Enables you to boost your earning potential as an Accountant.

Career Opportunities after Zoho Books Training

  • Bookkeeper
  • Account Assistant
  • Junior Auditor
  • Financial Analyst
  • Accounts Manager
  • Tax Manager

Zoho Books Training Options

Live Online Training

  • 16 hours instructor-led online course

  • lexible schedule for working professionals

  • Real-time software demonstrations

  • Interactive doubt-clearing sessions

  • Access to practical exercises remotely

Corporate Training

  • Two-day intensive training program

  • Customized learning path for teams

  • Training at Edoxi, client’s site or hotel

  • Hands-on implementation workshops

Do You Want a Customised Training for Zoho Books Course?

Get expert assistance in getting your Zoho Books Course customised!

How to Get Certified in Zoho Books

Here’s a four-step guide to becoming a certified Zoho Books professional,

Do You Want to be a Certified Professional in Zoho Books?

Join Edoxi’s Zoho Books Course

Why Choose Edoxi for Zoho Books Training?

Here’s why managers, entrepreneurs, and students prefer Edoxi for Zoho Books Training

Specialized Learning Environment

Our dedicated lab provides hands-on experience in the latest version of Zoho Books software for students and professionals.

One-to-One Learning Approach

We provide one-to-one training to ensure participants receive focused guidance tailored to their learning pace.

Flexible Training Schedule

We offer online weekday and weekend classes for flexible learning.

Expert-led Classes

The sessions are conducted by a trainer proficient in multiple computerized accounting software programs.

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Edoxi is Recommended by 95% of our Students

Meet Our Mentor

Our mentors are leaders and experts in their fields. They can challenge and guide you on your road to success!

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Asim Nath Dubey

Asim Nath is an Accounting and Microsoft Office trainer at Edoxi Training Institute. He has over 13 years of training experience and has successfully trained more than 3000 professionals in Accounting and Microsoft Office applications. Asim’s specialisations include Financial Accounting, Tally, Zoho and Quickbooks. His background in financial accounting adds valuable insights to business presentation training.

Asim is an expert in MS Office, including PowerPoint, Excel, and Power BI, positioning him as a well-rounded specialist in the Microsoft Suite. Asim employs a practical, business-focused teaching methodology. His one-to-one training approach ensures each student receives personalized attention. He emphasizes real-world applications, helping professionals create impactful business presentations.

Locations Where Edoxi Offers Zoho Books Course

Here is the list of other major locations where Edoxi offers Zoho Books Course

FAQ

What are the prerequisites for joining Edoxi’s Zoho Books Training?
It is not mandatory to have basic accounting knowledge to join this course. Having basic knowledge would be an added advantage to learning things more easily. 
Is Zoho Books Training suitable for tax management?
Yes, Zoho Books Training helps you efficiently handle tax calculations, generate tax reports, and ensure adherence to local tax regulations, simplifying your tax management process.
What are the areas covered in Edoxi’s Zoho Books Training?

You will receive comprehensive training on payroll processing, employee management, and salary report generation using Zoho Books. Our expert trainer will help you learn how to streamline payroll tasks and ensure accurate salary calculations within the platform.

The latest version of Zoho Books includes advanced dashboard reporting capabilities, which are thoroughly covered in the course. You'll gain the skills to create insightful dashboards that provide real-time financial insights for your business.

Can I get a demo session before enrolling in the Zoho Books course?
Yes, you can schedule a demo session by contacting our course advisors. They will help you understand how the Zoho Books course aligns with your learning objectives and provide a preview of the training content to ensure it meets your needs.
What are the salary range for Zoho Books professionals?

Here’s the estimated monthly salary range for Zoho Books professionals converted to USD:

  • Entry-Level (0–2 years): $820 – $1,360
  • Mid-Level (2–5 years): $1,360 – $2,180
  • Senior-Level (5+ years): $2,180 – $3,270+