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Certified Training on Zoho Books
Efficiently manage your accounting processes
Training on Zoho Books
Master the powerful accounting tool to streamline your business finances.
Why choose this course?
Stay updated with the latest accounting technology
Learn the cloud-based accounting software trusted by businesses around the world. Zoho Books is full-stack, GST-compliant accounting software loaded with advanced banking features, workflow automations, and artificial intelligence.
Widen your skill set
Boost your standing in the job market. Get a handle on Zoho Books and learn how to file GST returns, manage finances, integrate with 55+ applications to stay one step ahead of your peers.
Maximise your Zoho Books experience
Every student gets personalized guidance to explore and learn Zoho Books. Practical, real-world scenarios demonstrate how our solution helps businesses be more efficient and increase their bottom line as well as their revenue.
Get a free student license
Explore the fundamentals of Zoho Books at your own pace. With a complimentary free student license, you can easily put all your learning into practice.
Train one-on-one or as a group
There could be nothing better than getting trained by the very best, at your comfort. We offer comprehensive group and personal training at institutes and online respectively by Zoho certified trainers.
Customisable Curriculum
Although our curriculum is packed with everything you need to know about cloud accounting and implementation with Zoho Books, we are also open to tweaking the curriculum with flexible training hours and pricing to suit your learning objectives.
Who Should Attend?
Business owners
Business owners looking to optimize their accounting practices
Finance professionals
Finance professionals seeking advanced Zoho Books skills
Zoho product users
Zoho product users who want to fully utilize the platform
How Training Program Works?
01
Enroll For the Course
Register online and gain access to comprehensive learning and expert-led sessions.
02
Attend the Class
Participate in interactive sessions led by experienced instructors, covering real-world use cases.
03
Take the Assessment
Test your knowledge through practical assessments designed to reinforce your learning.
04
Get Certified
Receive a recognized certification that validates your Zoho Books expertise and skills.
Our Faculty
CA Suraj Jain, Director at XLPoint, is a Zoho Books Certified Trainer with over eight years of expertise in tax, audit, and advisory services. He specializes in Zoho Books implementation, automation, and financial process optimization, helping businesses worldwide streamline accounting, enhance compliance, and improve financial efficiency.
A Fellow Member of ICAI, Suraj holds certifications in Forensic Accounting (FAFD), GST, Concurrent Audit of Banks, DISA, and Independent Directorship, making him a leading expert in finance automation and digital transformation. His experience spans corporates, government entities, and global clients, enabling businesses to adopt technology-driven accounting solutions seamlessly.
Empower your organization with the future of accounting—connect with CA Suraj Jain for expert guidance on Zoho automation!
Topics to be covered
Day - 01
- Understanding Zoho Books and its core functionalities
- Creating and configuring a new organization
- Exploring the user interface and key navigation elements
- Setting up essential configurations for smooth operations
- Defining and managing the Chart of Accounts
Day - 02
- Managing products, services, and inventory adjustments
- Sales process: From quotation to payment (Quote to Cash)
- Procurement process: From order to payment (Procure to Pay)
- Tracking and managing business expenses effectively
- Configuring approval processes for transactions
- Handling sales and purchase return transactions
- Working with Sales Orders, Purchase Orders, Estimates & Delivery Challans
- TDS & TCS applicability and compliance
Day - 03
- Setting up connected banking and reconciling transactions
- Creating project-based and time-based invoices
- Generating and managing E-way Bills seamlessly
- Understanding and implementing E-invoicing regulations
Day - 04
- Step-by-step guide to GST filing and compliance
- Customizing and analyzing financial reports
- Recording and managing journal entries
- Automating tasks & Workflows
- Customizing Zoho Books
- Integrating with Zoho and third-party applications
Course Registration Fees
₹ 5500 ₹ 3000 /- Per Person
Avail special discount on group bookings of 5 or more participants.
Zoho Books Certification Master Class link will be shared on your registered email address.
A Laptop or Desktop is mandatory for effective learning well in this Masterclass