Description
Zoho Books on Zoho Finance Training it includes CRM, Marketing, Accounting, Meeting Scheduling, and Reporting tools as well as integration so along with payment gateways, multi-currency support, and sales process automation capabilities.
From invoicing to order management to accounting, Zoho tax-compliant integrated finance suite has all the bases covered and when it comes to back office operations.
Most importantly Discover how Zoho Books revolutionizes finance management for professionals with seamless integration, powerful features, and intuitive design . Explore Zoho Finance training solutions tailored for businesses, offering streamlined accounting, invoicing, expense tracking, and more. Streamline your Bussiness financial operations and take control of your business’s finances effortlessly. Elevate your training on finance operations with Zoho Books training today.
TABLE OF CONTENT
Module1: Introduction to Zoho BooksÂ
1.1 Overview
1.2 Key Features
1.3 Benefits
Module2: Getting Started
2.1 Setting Up Your Account
2.2 User Roles and Permissions
2.3 Dashboard Navigation
Module3: Company Setup
3.1 Adding Company Information in Zoho Books
3.2 Configuring Preferences
3.3 Managing Users
Module4: Chart of Accounts
4.1 Creating Accounts
4.2 Account Types
4.3 Editing and Deleting Accounts
Module5: Transactions in Zoho Finance
5.1 Creating Invoices
5.2 Recording Expenses
5.3 Bank Transactions
5.4 Credit Notes
Module6: Banking
6.1 Connecting Bank Accounts
6.2 Reconciling Transactions
6.3 Bank Feeds
Module7: Reports
7.1 Financial Reports in Zoho Finance
7.2 Customizing Reports
7.3 Exporting Reports
Module8: Taxes
8.1 Configuring Tax Settings
8.2 Managing Tax Rates
8.3 GST/VAT Filing
Module9: Inventory Management
9.1 Adding Products and Services
9.2 Stock Tracking
9.3 Purchase Orders
Module10: Payroll
10.1 Setting Up Payroll
10.2 Employee Management
10.3 Payroll Processing in Zoho Finance
Module11: Integrations
11.1 Zoho CRM and Integration
11.2 Third-Party Integrations
11.3 API Access
Module12: Security and Permissions
12.1 Two-Factor Authentication
12.2 Role-Based Access Control
Module13: Troubleshooting and Support
13.1 Common Issues
13.2 Getting Help and Support
Zoho books is the product of Zoho Inc.
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