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.
Master Zoho Books: Analyze, Manage & Automate Accounting
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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
- Invoicing
- Billing
- Expense Management
- Management Reporting
- Software As A Service
- Accounting
- Inventory Management System
- General Accounting
- Bookkeeping
- Accounting Software
- Order Management
- Billing & Invoicing
- Business Reporting
- Standard Accounting Practices
- Ledgers (Accounting)
- System Configuration
- Small Business Accounting
- Financial Reporting
- Payment Processing
- Project Accounting
Details to know
Shareable certificate
Add to your LinkedIn profile
Recently updated!
December 2025
Assessments
18 assignments
Taught in English
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There are 5 modules in this course
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
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
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
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.
What's included
8 videos4 assignments
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Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
More questions
Financial aid available,