Module 1: Introduction to Zoho Books

• Introduction to Cloud Accounting
• Features & Benefits of Zoho Books
• Zoho Ecosystem Overview
• Creating a Zoho Books Organization
• User Roles & Permissions
• Company Profile Setup

Module 2: Company Setup

• Financial Year Settings
• Currency Settings
• Taxes & GST Configuration
• Opening Balances
• Chart of Accounts
• Payment Terms
• Preferences & Customization

Module 3: Customer & Vendor Management

• Creating Customers
• Creating Vendors
• Customer Groups
• Vendor Groups
• Contact Management
• Customer Statements
• Vendor Statements

Module 4: Sales Management

• Estimates (Quotations)
• Sales Orders
• Delivery Challans
• Invoices
• Credit Notes
• Customer Payments
• Recurring Invoices
• Payment Reminders

Module 5: Purchase Management

• Purchase Orders
• Bills
• Vendor Credits
• Expenses
• Recurring Bills
• Bill Payments
• Purchase Returns

Module 6: Banking

• Bank Accounts
• Bank Feeds
• Bank Reconciliation
• Cash Transactions
• Fund Transfers
• Cheque Management
• Online Payments

Module 7: Inventory Management

• Item Creation
• Inventory Tracking
• Units of Measurement
• Price Lists
• Stock Adjustments
• Composite Items
• Purchase & Sales of Inventory
• Inventory Reports

Module 8: GST & Tax Management

• GST Setup
• GST Invoices
• Tax Rates
• Input & Output GST
• GST Reports
• Tax Adjustments
• TDS Basics
• Tax Compliance

Module 9: Financial Reports

• Profit & Loss Statement
• Balance Sheet
• Cash Flow Statement
• Trial Balance
• General Ledger
• Sales Reports
• Purchase Reports
• Tax Reports
• Inventory Reports
• Receivables & Payables Reports

Module 10: Automation & Productivity

• Workflow Rules
• Email Templates
• Payment Reminders
• Recurring Transactions
• Custom Fields
• Custom Templates
• Document Attachments
• Approval Workflows

Module 11: Integration & Collaboration

• Zoho CRM Integration
• Payment Gateway Integration
• Banking Integration
• Email Integration
• User Collaboration
• Mobile App Usage
• Data Import & Export

Module 12: Business Analytics

• Dashboard Overview
• KPI Monitoring
• Sales Analysis
• Expense Analysis
• Profitability Analysis
• Customer Insights
• Business Performance Reports

Module 13: Data Backup & Security

• User Permissions
• Data Security
• Audit Trail
• Backup & Export
• Account Settings
• Best Practices

Module 14: Practical Projects

• Create a Company in Zoho Books
• Customer & Vendor Management
• Record Daily Accounting Transactions
• Generate GST Invoices
• Manage Inventory
• Perform Bank Reconciliation
• Generate Financial Statements
• Complete Monthly Accounting Cycle
• Prepare Business Reports