AS6002 - ZOHO BOOKS
Zoho Books Training – Course Highlights
Training
Mode: Classroom / Online (Live Interactive)
Duration:
30–40 hours (Flexible weekday & weekend batches)
Level:
Beginner to Advanced (suitable for students & professionals)
Trainer
Expertise: Experienced Chartered Accountants & ERP professionals
Methodology:
Hands-on practical sessions with real business case studies
Tools
Covered: Full Zoho Books Suite with add-ons & integrations
Assessments:
Assignments, quizzes, and live projects
Certification:
Recognized industry certificate upon completion
Placement
Assistance: Guidance for job opportunities in Accounting, ERP, and BPO
firms
Special
Features:
- GST & Compliance Training
- Real-time Bank Reconciliation
- Automation & Workflow Setup
- End-to-End Project-Based Learning
With Zoho Books Training at Mercury Edutech Academy, you don’t just learn software—you master practical accounting for real-world business scenarios.
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.
Frequently asked questions
Here are some common questions about our company and services.
The Zoho Books Training Course is designed for aspiring accountants, entrepreneurs, and finance professionals who want to master cloud-based accounting. Zoho Books is one of the most powerful online accounting solutions that helps businesses automate bookkeeping, manage GST compliance, track inventory, and generate real-time financial reports. This course offers hands-on practical training, teaching you how to manage end-to-end business transactions using Zoho Books — from setup to financial reporting — helping you become job-ready and confident in cloud accounting environments.
Zoho Books is a cloud-based accounting software that helps businesses manage finances, automate workflows, and stay GST compliant .
Cloud accounting is the future of finance, and Zoho Books is widely used by startups, SMEs, and accountants globally .
Students, entrepreneurs, bookkeepers, and accounting professionals can all benefit from this training .
Basic accounting understanding helps, but we start with fundamentals, making it suitable for beginners too .
The
course covers setup, chart of accounts, invoicing, expenses, bank
reconciliation, GST, automation, and reporting
.
It
is 100% practical, with live projects, case studies, and exercises using
real business data
.
No
installation is required. Zoho Books is a cloud-based application
accessible via any web browser
.
Yes,
we teach GST setup, return filing, and reconciliation in Zoho Books as per
current Indian tax regulations
.
Yes,
you’ll learn how to automate invoices, payment reminders, and reporting for
better efficiency
.
Absolutely.
You’ll learn to generate P&L, Balance Sheet, Cash Flow, and Tax Summary
reports easily
.
The
course typically runs for 4–6 weeks, depending on your pace and chosen
mode of study
.
Yes,
Zoho Books is globally recognized and supports multi-currency and
multi-country accounting features.
Yes,
Zoho Books is cloud-based, allowing access from any device, anytime,
anywhere
.
We
provide an introduction to integrating Zoho Books with Zoho Payroll for
end-to-end employee management.
Yes,
students learn how to integrate and synchronize Zoho Books with Zoho Inventory
for product and stock tracking
.
Yes,
you’ll learn bank feed integration, reconciliation, and matching
transactions efficiently
.
Yes,
every participant works on real business projects for hands-on learning
experience
.
Yes,
a recognized course completion certificate is awarded after successful
completion
.
Yes,
Zoho Books skills are highly valued by small businesses and accounting
outsourcing firms
.
Yes,
both classroom and online modes are available for your convenience
.
Absolutely.
Business owners can learn how to automate and manage their accounts
independently
.
Yes,
multiple users can collaborate in the same account with role-based permissions
.
Yes, Zoho Books supports foreign currencies, exchange rates, and international tax setups .
Yes, Zoho Books is GST-compliant and approved by the Government of India for e-invoicing and filing .
Yes, you’ll learn how to integrate Zoho Books with Zoho CRM, Zoho Projects, and third-party apps .
Yes, our trainers provide continued guidance and support for practical doubts and live usage .
Zoho Books is fully cloud-based, more collaborative, and offers automation with seamless integrations .
Yes, you’ll learn to customize dashboards, automate reports, and analyze performance metrics .
Our academy offers industry-relevant training, expert mentors, real-time projects, and placement assistance .