Zoho Books Basic to Advance Training
Saad Nadeem, Software Trainer
Ve esta clase y miles más
Ve esta clase y miles más
Lecciones en esta clase
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1.
Course Introduction
1:52
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2.
How to Activate Zoho Books Software and Create New Company
3:41
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3.
How to Create and Edit Chart of Accounts in ZOHO Books
13:07
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4.
Dealing With Chart of Accounts Opening Balances
7:19
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5.
Upgrade to the Latest Version of Zoho Books
0:33
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6.
Add Customers and Set Opening Balances
4:25
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7.
Setup Vendors and Opening Balances
1:53
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8.
Setting up Inventory with Opening Balances
10:06
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9.
Dealing with Fixed Asset in Zoho
10:44
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10.
Dealing with Prepaid Expenses
5:17
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11.
Handling Payments Against Security Deposits
3:25
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12.
Enter Repairs and Maintenance Expenses
2:00
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13.
Receiving Payments in Full From Customers in Zoho
2:59
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14.
Dealing With Item Purchase Invoice in Zoho
4:37
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15.
Entering Bill Against New Vendor
2:16
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16.
Recording Cash Sales of Inventory in Zoho Books
4:10
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17.
Recording Credit Sales Invoice
2:17
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18.
Dealing With Cash Advance Recieved From Customer
4:31
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19.
Enable and Record Sales Order in Zoho
3:57
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20.
Enter Credit Sales Invoice
3:04
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21.
Enable and Record Purchase Order
3:32
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22.
Dealing With Bad Debts in Zoho Books
4:48
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23.
Dealing With Purchase of Services
3:26
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24.
Handling Payments Against Purchase of Services
2:07
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25.
Creating Sales Invoice from Sales Order with Advance Adjustment
2:22
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26.
Handling Purchase Return and Open Bill Adjustment
3:17
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27.
Handling Sales Return with Open Invoice Adjustment
3:38
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28.
Full Customer Account Settlement
2:56
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29.
Convert Purchase Order to Purchase Invoice in Zoho
2:16
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30.
Dealing With Loss of Inventory
4:39
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31.
Unwinding of Prepaid Expenses
2:40
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32.
Extracting Essential Closing Reports
6:36
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33.
Create Recurring Invoice in Zoho Books
6:00
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34.
Create Recurring Invoice in Zoho Books
4:14
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35.
Creating Automated Recurring Journals
4:28
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36.
Creating Fully Cuztomizable Zoho Dashboard
4:56
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37.
Invoice Template Customization
12:47
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38.
How to Manage Multiple Companies and Branches in Zoho
3:39
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39.
Setting Up Re Order Level in Zoho
8:23
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40.
Creating Item Groups in Zoho Inventory
8:16
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41.
How to Switch From Zoho Inventory App Back to Zoho Books
1:04
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42.
How to Reconcile Bank Accounts in Zoho Books
4:57
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43.
Creating Price Lists
7:57
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44.
Managing Landed Costs in Zoho Books
9:56
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45.
Managing Drop Shipping Business in Zoho Books
11:40
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46.
Master Budgeting in Zoho Books
16:11
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Proyectos
Acerca de esta clase
In this comprehensive class, you'll learn how to manage accounting tasks confidently using Zoho Books, a powerful cloud-based accounting solution designed for small and medium-sized businesses.
Whether you're an accounting student, business owner, freelancer, or finance professional, this course will guide you step-by-step through the entire accounting workflow—from setting up your company file and configuring your chart of accounts, to managing complex transactions and generating accurate financial reports.
You’ll begin by learning how to activate Zoho Books, navigate the interface, and set up your organization with the right financial structure. As the course progresses, you’ll gain practical experience entering customer/vendor opening balances, creating invoices and bills, managing inventory, and customizing reports. You’ll also explore advanced features like journal entries, prepaid expenses, bad debts, sales orders, budgeting, project accounting, landed costs, and multi-currency transactions.
What You’ll Learn:
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How to activate and set up a company in Zoho Books
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Creating and managing the chart of accounts with opening balances
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Entering customer and vendor details with balances
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Recording credit sales, cash purchases, and vendor bills
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Handling sales orders, purchase orders, and processing returns
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Managing prepaid expenses, bad debts, and journal entries
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Tracking inventory, landed costs, and drop shipping
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Customizing and generating financial reports (Trial Balance, Profit & Loss, Balance Sheet)
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Performing bank reconciliations and managing multiple branches or segments
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Working with budgeting tools and multi-currency transactions
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And much more!
By the end of this course, you’ll be able to confidently use Zoho Books to manage your business accounting operations with efficiency and accuracy.
Disclaimer:
This class is intended for educational purposes only and does not provide investment, tax, accounting, or financial planning advice. Please consult with a qualified professional for specific guidance related to your financial or legal situation.
Conoce a tu profesor(a)
Hi, I'm Saad Nadeem, and since 2016, I've been helping individuals, small businesses, and even large corporations master practical software skills through simple, structured training.
Over the past decade, I've trained more than 15,000 students through physical workshops, one-on-one sessions, online classes, and corporate programs. My goal has always been to simplify complex tools and make learning more accessible for everyone from beginners to professionals.
I specialize in accounting, business intelligence, and analytics software, and I'm passionate about empowering people to gain confidence in using technology to improve their careers and businesses.
Whether you're a freelancer, accounting student, or business owner, my classes are designed to give you hands-on, ... Ver perfil completo
Proyecto de clase práctica
To apply what you’ve learned, you’ll work on a simulated business in Zoho Books and perform tasks that replicate real-world accounting scenarios
Project Tasks:
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Set Up a Company
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Activate a trial account and create a new company with relevant settings.
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Configure Financial Structure
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Set up and edit your chart of accounts
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Enter opening balances for bank, customers, vendors, and inventory
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Customer & Vendor Management
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Add at least 2 customers and 2 vendors
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Record related sales and purchase transactions
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Inventory & Transactions
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Add 2 inventory items and handle purchase/sale transactions
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Record inventory adjustments and loss
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Advanced Entries
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Record prepaid expenses, fixed asset purchases, or security deposits
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Enter 1 bad debts and 1 recurring journals
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Order & Invoice Management
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Create and convert sales orders and purchase orders
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Generate and adjust invoices with customer advances or returns
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Bank Reconciliation & Reports
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Import a bank statement and reconcile transactions
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Generate trial balance, tax reports, and financial statements
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Project Submission:
Submit a PDF or Word file with the following:
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Screenshot of your company setup and dashboard
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Chart of accounts and sample transactions
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Screenshots of a sales invoice, purchase bill, and bank reconciliation
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Generated report(s) like Trial Balance, P&L, or Closing Balance Sheet
All the Project Files to Follow Along are attached
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