Master Zoho Books: Analyze, Manage & Automate Accounting

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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.

17 reviews

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

5 modules

Gain insight into a topic and learn the fundamentals.

17 reviews

Beginner level

Recommended experience

1 week to complete

at 10 hours a week

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

Assessments

18 assignments

Taught in English

Flexible schedule

Learn at your own pace

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

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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.

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 70 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 Continues5 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.

What's included

8 videos4 assignments

8 videosTotal 66 minutes

Working with Accountant7 minutes
Working with Accountant Continues10 minutes
Timesheet and Projects6 minutes
Website Designing - Timesheet8 minutes
New Log Entry10 minutes
New Project -Timesheet8 minutes
Working with Reports8 minutes
Conclusion8 minutes

4 assignmentsTotal 60 minutes

Advanced Accounting Tools10 minutes
Timesheets and Project Tracking10 minutes
Reports & Course Wrap-Up10 minutes
Advanced Accounting, Time Tracking & Reporting30 minutes

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructor

Instructor ratings

(5 ratings)

EDUCBA

1,707 Courses348,559 learners

Offered by

EDUCBA

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Showing 3 of 17

Reviewed on Jun 24, 2026

The lessons cover everything from setup to reporting, making it useful for beginners and professionals alike.

Reviewed on Jun 16, 2026

It explains how to efficiently manage invoices, expenses, bills, and customer transactions

Reviewed on Apr 1, 2026

It builds confidence in handling day-to-day accounting operations independently using Zoho Books.

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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.