Zoho
Books Training

Zoho Books Organization Creation

Entering Opening Balances

Day-to-Day Transactions

• Overview of common day-to-day transactions in business (sales, purchases, expenses)
• A detailed walkthrough of recording transactions in Zoho Books, including:
• Creating and managing customers and vendors
• Item creation and management
• Creating sales invoices and recording payments
• Entering purchase bills and managing vendor payments

• Adding expenses and categorizing transactions
• Handling refunds and credits
• Overview of the banking module
• Configuring Chart of Accounts
• Handling manual journals

Report Generation and Customization

Transaction Approval

Configuring Reminders

Automating Tasks to Save Time