Zoho Books Online Training

DETECH Training has been providing corporate and individual Zoho Books training for over 7 years in Lahore, Pakistan. Our philosophy is to provide “Quality training at affordable rates”. DETECH Training, unlike any other training institute, provides you with hands-on experience.

Getting Started

• Gain an overview of the course and the topics to be covered.
• Understand how Zoho Books works and how to navigate within it.
• Learn common business terms used by Zoho Books.
• Discuss different versions and subscription plans of Zoho Books.
• Learn how to log out and exit Zoho Books safely.

Setting Up and Managing Zoho Books Data Files

• Discuss decisions that must be made before using Zoho Books.
• Create a new organization in Zoho Books and set up initial settings.
• Configure Zoho Books preferences, such as currency, taxes, and invoice templates.
• Discuss user roles and permissions, and how to add users.
• Review different file types and backup options in Zoho Books.

Working with Lists and Items

• Edit the chart of accounts in Zoho Books.
• Add new customers and manage the Contacts module.
• Add new vendors and manage the Vendor list.
• Learn about custom fields and practice creating them.
• Manage items and services in Zoho Books.

Working with Bank Accounts

• Learn how to connect and manage bank accounts in Zoho Books.
• Open and review transaction details in the Banking module.
• Understand how to categorize and reconcile bank transactions.
• Learn how to make manual entries and adjustments.

Entering Sales Information

• Explore the different formats available for sales transactions.
• Save sales and purchase forms as PDFs.
• Practice creating and customizing invoices.
• Understand the use of the Items module for sales.
• Memorize recurring transactions for reuse.
• Add new price levels and associate them with customers.
• Generate reminder statements for overdue payments.

Receiving Payments & Recording Deposits

• Record customer payments in Zoho Books.
• Handle customer discounts, partial payments, overpayments, or advance payments.
• Learn how to record deposits and track them behind the scenes in Zoho Books.
• Enter cash back from a deposit.

Entering and Paying Bills

• Discuss the different methods for handling bills in Zoho Books.
• Learn how to enter bills using the Purchases module.
• Use the Payments Made module to settle bills.

Customizing Forms and Generating Letters

• Modify preset invoice templates.
• Design custom templates for invoices, estimates, and purchase orders.
• Print forms directly from Zoho Books.
• Prepare collection reminders or letters for overdue customers.
• Edit templates for letters and emails in Zoho Books.

Using Other Accounts in Zoho Books

• Explore other account types available in Zoho Books.
• Learn how to track credit card transactions.
• Reconcile credit card accounts in Zoho Books.
• Make credit card payments and track expenses.
• Discuss asset and liability accounts and how to manage them.
• Introduce equity tracking in Zoho Books.

Analyzing Financial Data

• Learn about the reporting tools in Zoho Books: custom reports, prebuilt templates, and dashboards.
• Create and customize reports.
• Save reports in PDF format.
• Export data to Microsoft Excel and practice filtering reports.
• Learn about graphical analytics and create visual insights.

Setting Up Inventory

• Get an overview of inventory management in Zoho Books.
• Practice creating and managing purchase orders for inventory items.
• Track the receipt of inventory items.
• Adjust inventory manually for stock losses or increases.
• Set up and use units of measure for inventory tracking.

Tracking and Paying Taxes

• Understand sales tax tracking in Zoho Books.
• Set up Zoho Books to calculate and track taxes.
• Apply taxes to invoices and transactions.
• Determine sales tax liabilities.
• Record payments to tax agencies for sales tax liabilities.