Zoho Books Training – Practical Course
Master Cloud Accounting with Zoho Books
Zoho Books is one of the most popular cloud-based accounting software trusted by businesses worldwide for managing finances, automating workflows, and staying GST-compliant. At Mercury Edutech Academy, we provide hands-on Zoho Books training that equips students, professionals, and entrepreneurs with the skills to handle real-world accounting scenarios confidently.
Course Objectives
- To provide in-depth knowledge of Zoho Books accounting features.
- To train students on real-time business transactions and reporting.
- To develop job-ready skills in cloud accounting and automation.
- To prepare students for careers in accounting, bookkeeping, and ERP support roles.
MODULE WISE COURSE STRUCTURE
Module 1: Introduction to Zoho Books
- Overview of cloud-based accounting
- Zoho Books vs. other software (QuickBooks, Tally, Xero)
- Subscription plans & setup
Module 2: Getting Started with Zoho Books
- Creating an organization profile
- Setting financial year, tax preferences, and currency
- User roles and permissions
Module 3: Chart of Accounts & Basic Settings
- Understanding accounts in Zoho Books
- Creating ledgers and groups
- Configuring taxes (GST, VAT, TDS)
Module 4: Customer & Vendor Management
- Creating customer and vendor profiles
- Managing contacts and groups
- Price lists and credit limits
Module 5: Sales Management
- Quotations, Sales Orders & Invoices
- Recurring invoices and payment reminders
- Credit notes and sales returns
Module 6: Purchase Management
- Purchase Orders & Bills
- Vendor credits and advance payments
- Tracking supplier transactions
Module 7: Banking & Reconciliation
- Adding bank accounts and feeds
- Bank reconciliation process
- Recording deposits, withdrawals, and charges
Module 8: Inventory Management
- Creating items and services
- Stock tracking and valuation
- Multi-warehouse management
Module 9: GST & Tax Compliance
- Configuring GST in Zoho Books
- Recording GST transactions
- Filing GST returns directly from Zoho Books
Module 10: Expense & Project Management
- Recording business expenses
- Employee reimbursements
- Project creation, task assignment, and billing
Module 11: Payroll & HR Features (if integrated)
- Payroll add-on overview
- Employee profiles and salary structure
- Generating payslips
Module 12: Reports & MIS
- Profit & Loss, Balance Sheet, Cash Flow
- Tax summary reports
- Management dashboards & insights
Module 13: Automation & Integrations
- Setting up workflows and approvals
- Integration with Zoho ecosystem (CRM, Inventory, Payroll)
- Third-party integrations (payment gateways, banking, e-commerce)
Module 14: Practical Case Studies & Projects
- Business scenarios (retail, trading, services)
- End-to-end transaction flow
- Generating reports for decision-making
Certification & Career Support
Certificate of
Completion – Recognized by employers
Placement
assistance in accounting and ERP roles
Exposure to real-world
case studies across industries
Who Should Join?
- Students of accounting, finance, and commerce
- Professionals looking to upgrade to cloud-based accounting
- Entrepreneurs and business owners managing their own books
- ERP consultants and freelancers
Gain hands-on Zoho Books expertise and become a cloud-ready accounting professional with Mercury Edutech Academy.