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Master Zoho Books: Analyze, Manage & Automate Accounting

This course is part of Accounting Software Mastery for Modern Businesses Specialization

Instructor: EDUCBA

Included with

Learn more

5 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

5 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Configure and manage Zoho Books settings, including organizations, contacts, items, currencies, and security features.
Process sales, purchases, banking, projects, and journal adjustments using real-world accounting workflows.
Generate and analyze advanced financial reports to support data-driven business and operational decisions.

Skills you'll gain

Tools you'll learn

Accounting Software

Details to know

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

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Build your subject-matter expertise

This course is part of the Accounting Software Mastery for Modern Businesses Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 5 modules in this course

Learners will analyze financial data, manage sales and purchase workflows, configure core accounting settings, and apply advanced reporting and automation tools using Zoho Books. This course equips participants with job-ready skills for modern cloud-based accounting workflows.

Throughout the program, learners gain hands-on experience navigating the Zoho Books interface, setting up organizations, securing accounts with two-factor authentication, configuring templates and currencies, and managing products, items, contacts, and projects. They will also learn to process invoices, estimates, retainers, bills, recurring expenses, and bank feeds with accuracy and confidence. Advanced modules introduce journal adjustments, time tracking, project billing methods, and comprehensive financial reporting for data-driven decision-making. What makes this course unique is its step-by-step, real-workflow approach, using actual SaaS accounting scenarios that mirror professional practices. Each module builds practical competency, preparing learners to support small businesses, manage freelance accounting, or contribute to larger finance teams. By the end, participants will be able to interpret reports and optimize business operations using Zoho Books’ powerful cloud features.

Module details

This module introduces learners to the fundamentals of SaaS-based accounting, core bookkeeping concepts, and the initial setup process inside Zoho Books, enabling them to work confidently within a cloud-based financial ecosystem.

What's included

6 videos3 assignments

6 videosTotal 49 minutes

Introduction to SAAS based Accounting10 minutes
Debit and Credit8 minutes
Overview of SAAS based Accounting8 minutes
Manage Multiple Projects8 minutes
Pricing and Activation8 minutes
Pricing and Activation Continues8 minutes

3 assignmentsTotal 50 minutes

Understanding SaaS Accounting Fundamentals10 minutes
Getting Started with Zoho Books Setup10 minutes
Foundations of Cloud-Based Accounting30 minutes

This module guides learners through Zoho Books’ interface, dashboard insights, organization setup, and essential security and branding configurations, ensuring a secure and professionally branded financial system.

What's included

5 videos3 assignments

This module focuses on setting up accurate opening balances, configuring general preferences, customizing templates, and managing products, items, and contacts to ensure consistent, error-free financial operations.

What's included

11 videos4 assignments

11 videosTotal 72 minutes

Opening Balances5 minutes
Opening Balances Continues7 minutes
Opening Balances Adjustment5 minutes
Users and Roles7 minutes
Basic General Settings7 minutes
Preferences and Currencies7 minutes
Working on Templates7 minutes
Working with Products7 minutes
Working with Items6 minutes
Working with Contacts7 minutes
Working with Contacts Continues7 minutes

4 assignmentsTotal 60 minutes

Opening Balances and User Controls10 minutes
Customizing System Preferences10 minutes
Managing Products, Items & Contacts10 minutes
Mastering Core Accounting Setup30 minutes

This module teaches learners how to manage banking connections, create sales and purchase transactions, work with estimates and retainers, track vendor expenses, and streamline complete sales-to-purchase workflows in Zoho Books.

What's included

16 videos4 assignments

16 videosTotal 115 minutes

Working with Banking9 minutes
Adding Banks and Payment Policy7 minutes
Working with Sales7 minutes
Working on Estimates6 minutes
Working on Estimates Continues7 minutes
Retainer Invoices7 minutes
Sales Order8 minutes
Payment for RET5 minutes
All Retainer Invoices8 minutes
Apply Retainer8 minutes
Working with Purchases8 minutes
Working with Purchases Continues6 minutes
Recurring Expenses9 minutes
Purchase Orders6 minutes
Working with Bills7 minutes
Payment Mode7 minutes

4 assignmentsTotal 60 minutes

Banking and Sales Transactions10 minutes
Estimates, Sales Orders & Retainers10 minutes
Purchase Cycle Management10 minutes
Sales, Purchases & Banking Operations30 minutes

This module covers advanced accounting tools, journal adjustments, time-tracking workflows, project billing, and comprehensive reporting techniques to support data-driven decision-making in Zoho Books.