• Post category:StudyBullet-13
  • Reading time:6 mins read

A beginner’s course on all the skills you will need to run your business on Zoho Books.

What you will learn

The basic principles of accounting and bookkeeping including the double entry system, debits and credits, chart of accounts, balance sheet and income statement

How to sign up for Zoho Books

How to set up your business on Zoho Books

How to create professional documentation such as Quotes, Invoices and Purchase Orders in Zoho Books

How to manage inventory/stock in Zoho books

How to do your business accounting using Zoho Books

Generate, Understand and Analyze the reports created by Zoho Books


Starting a new business?

New to accounting software?

This course is for you!

Study the fundamentals of the Zoho Books Accounting & Bookkeeping Software, a powerful cloud-based accounting software for businesses of any size. Whether you’re an accountant, bookkeeper or a new entrepreneur, this course is designed to help you master the basics and get your accounting system up and running quickly.

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In this course, you’ll learn:

  • The basics of accounting principles, including double entry accounting, balance sheets, income statements, and more.
  • How to sign up for and set up your organization on Zoho Books.
  • A walkthrough of Zoho Books’ key features, including inventory, banking, sales, purchases, and accounting reports.
  • Finally, we will complete a follow-along project where you will learn how to set up and run a mock business called “ABC Stationery” on Zoho Books. In this project, you will practice running multiple transactions through the Zoho Books system,  we will also take a deep dive into how these transactions affect the company’s balance sheet and income statement.

Designed for beginners, this course is perfect for those who are new to accounting, new to Zoho Books, or both. By the end of the course, you’ll have the skills and knowledge needed to operate a successful business on Zoho Books.

Don’t miss out on this opportunity to learn accounting and bookkeeping with Zoho Books. Enroll now and take the first step towards mastering the fundamentals of accounting with Zoho Books!




Course Outline
Navigating this Course

Introduction to Zoho Books

What is Zoho Books?

Basic Accounting

The Double Entry Accounting System
Accrual vs Cash Accounting Methods
The Chart of Accounts
The Balance Sheet
The Income Statement (Profit & Loss)

Zoho Books Signup

Zoho Books Website & Features
Signing Up for Zoho Books

Organization Setup

Organization Setup

Zoho Books Walkthrough

The Dashboard
Inventory Management (Items)

Example Project (Starting & Running a Business Step by Step of Zoho Books)

Business Setup: Preferences Part 1
Business Setup: Preferences Part 2
Creating Professional Documentation: Customizing Templates
Business Setup: Chart of Accounts
Business Migration: Opening Balances
Business Inventory: Creating Stock Items
Transaction 1: Owner’s Equity (Journal)
Transaction 2: Purchasing Equipment (Purchase Order/Bill)
Transaction 3: Purchasing Stock 1 (Purchase Order/Bill)
Transaction 4: Purchasing Stock 2 (Purchase Order/Bill)
Transaction 5: Purchasing Stock 3 (Purchase Order/Bill)
Transaction 6: Returning Stock (Debit Note)
Transaction 7: Selling Stock 1 (Estimate/Invoice)
Transaction 8: Selling Stock 2 (Invoice)
Transaction 9: Selling Stock 3 (Invoice)
Transaction 10: Customer Returns (Credit Note)
Transaction 11: Paying Rent (Purchase Order/Bill)
Transaction 12: Paying Utilities (Expense)
Transaction 13: Transfer to Petty Cash (Journal)
Transaction 14: Business Lunch (Expense)
Banking: Importing a Bank Statement & Matching Transactions