Udemy
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
  •  
Development
Web Development Data Science Mobile Development Programming Languages Game Development Database Design & Development Software Testing Software Engineering Development Tools No-Code Development
Business
Entrepreneurship Communications Management Sales Business Strategy Operations Project Management Business Law Business Analytics & Intelligence Human Resources Industry E-Commerce Media Real Estate Other Business
Finance & Accounting
Accounting & Bookkeeping Compliance Cryptocurrency & Blockchain Economics Finance Finance Cert & Exam Prep Financial Modeling & Analysis Investing & Trading Money Management Tools Taxes Other Finance & Accounting
IT & Software
IT Certification Network & Security Hardware Operating Systems Other IT & Software
Office Productivity
Microsoft Apple Google SAP Oracle Other Office Productivity
Personal Development
Personal Transformation Personal Productivity Leadership Career Development Parenting & Relationships Happiness Esoteric Practices Religion & Spirituality Personal Brand Building Creativity Influence Self Esteem & Confidence Stress Management Memory & Study Skills Motivation Other Personal Development
Design
Web Design Graphic Design & Illustration Design Tools User Experience Design Game Design Design Thinking 3D & Animation Fashion Design Architectural Design Interior Design Other Design
Marketing
Digital Marketing Search Engine Optimization Social Media Marketing Branding Marketing Fundamentals Marketing Analytics & Automation Public Relations Advertising Video & Mobile Marketing Content Marketing Growth Hacking Affiliate Marketing Product Marketing Other Marketing
Lifestyle
Arts & Crafts Beauty & Makeup Esoteric Practices Food & Beverage Gaming Home Improvement Pet Care & Training Travel Other Lifestyle
Photography & Video
Digital Photography Photography Portrait Photography Photography Tools Commercial Photography Video Design Other Photography & Video
Health & Fitness
Fitness General Health Sports Nutrition Yoga Mental Health Dieting Self Defense Safety & First Aid Dance Meditation Other Health & Fitness
Music
Instruments Music Production Music Fundamentals Vocal Music Techniques Music Software Other Music
Teaching & Academics
Engineering Humanities Math Science Online Education Social Science Language Teacher Training Test Prep Other Teaching & Academics
AWS Certification Microsoft Certification AWS Certified Solutions Architect - Associate AWS Certified Cloud Practitioner CompTIA A+ Cisco CCNA Amazon AWS CompTIA Security+ Microsoft AZ-900
Photoshop Graphic Design Adobe Illustrator Drawing Digital Painting InDesign Character Design Canva Figure Drawing
Life Coach Training Neuro-Linguistic Programming Mindfulness Personal Development Meditation Personal Transformation Life Purpose Coaching Neuroscience
Web Development JavaScript React CSS Angular PHP WordPress Node.Js Python
Google Flutter Android Development iOS Development Swift React Native Dart Programming Language Mobile Development Kotlin SwiftUI
Digital Marketing Google Ads (Adwords) Social Media Marketing Google Ads (AdWords) Certification Marketing Strategy Internet Marketing YouTube Marketing Email Marketing Retargeting
SQL Microsoft Power BI Tableau Business Analysis Business Intelligence MySQL Data Analysis Data Modeling Big Data
Business Fundamentals Entrepreneurship Fundamentals Business Strategy Online Business Business Plan Startup Freelancing Blogging Home Business
Unity Game Development Fundamentals Unreal Engine C# 3D Game Development C++ 2D Game Development Unreal Engine Blueprints Blender
30-Day Money-Back Guarantee

This course includes:

  • 3.5 hours on-demand video
  • 14 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
Office Productivity Other Office Productivity Zoho

Zoho Accounts Software

Learn how to use Zoho, the free online accounting software to perform several essential bookkeeping tasks
Rating: 4.0 out of 54.0 (16 ratings)
106 students
Created by Lisa Newton
Last updated 9/2016
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • By the end of the course you will be able to complete various common functions using Zoho Accounts
  • In this course, you will learn how to:
  • Enter the opening balances
  • Amend the nominal ledger
  • Add new customer and supplier details
  • Post customer invoices and credit notes to the sales ledger
  • Post supplier invoices and credit notes to the purchase ledger
  • Enter the supplier cheques and record the customer receipts
  • Post Petty Cash transactions
  • Prepare the VAT return
  • Reconcile the bank
  • Post the wages journal
  • Post adjustments to the accounts and produce month-end reports

Requirements

  • You'll need access to Zoho in order to complete the assignment
  • You'll get access to Zoho for 14 days - for free, so preferably once the software trial is activated, you need to complete the assignment within that time frame
  • In lecture 1 - we show you where to download the software.

Description

Zoho Books Accounts Software course is about how to use Zoho Accounts based on the most popular functions which you as a Zoho Accounting operator needs to know how to use, in order to be proficient in using the software.

The learning is structured in a practical way. You are given a practical scenario assignment. There are various tasks to complete. You are given the task to do and have a go at, and then the video answer is available. It is suggested that you:

  1. Read the task
  2. Watch the video
  3. Have a go at it yourself on your own system
  4. Rewatch the video (if necessary) - to reinforce the learning

You’ll learn how to set up the Zoho system from scratch, how to enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, petty cash, prepare a VAT return, reconcile the bank, post journals, run reports amongst over things.

This is a useful course if:

  • You are thinking of working with the software,
  • You are going for jobs which have a requirement for you to be able to use this software
  • You want to put this skill on your CV, or
  • You are a bookkeeper or accountant and will be using this for clients or even
  • You run your own business and want to know how to use Freeplus for yourself.

Zoho is special because it is a CRM (Customer Relationship Management) software, and so has other functionality (which we don't cover), but which none-the-less may be useful in your business (if you are a small /micro business) and are looking for an office-suite type solution to handling sales enquiries etc., 

You will be given free access to Zoho Books. The software is completely free. This course is based on the free version. As a tutor who has assessed various 'free' accounting software packages out there, in comparison to others, this was one of the easiest and it had a lot of functionality.

The course materials includes the handout of the assignment task.

Successful completion of the course is the equivalent to being at the level of having a level 2 certificate in computerised accounts.

The course will take about 3-4 hours to complete.

Who this course is for:

  • Bookkeepers and Accountants who will be using Zoho for their clients
  • Students who are going for jobs where the requirement is working knowledge of Zoho
  • Those who have studied accounting, but want practical knowledge of how to use a free accounting software which will help them find employment
  • Previous knowledge of accounting is not presumed or required
  • Business people who are doing their own bookkeeping and are looking for free software to use and want help knowing how to use it properly

Course content

15 sections • 40 lectures • 3h 22m total length

  • Preview05:24
  • Best way to take the course
    01:41
  • Start a free trial
    07:52

  • Preview05:51
  • Adding nominal codes
    09:27
  • Opening balance journal
    07:18
  • Trial Balance as at 30 June
    01:13
  • Reverse the opening accruals and prepayments - part 1
    06:45
  • Reverse the opening accruals and prepayments - part 2
    03:31
  • Report on the detail of the journals
    01:22

  • Preview03:41

  • Add new customer details
    05:47
  • Add new customer details
    04:50
  • Customer Information report
    04:20

  • Add new suppliers
    07:00

  • Post customer invoice 1001
    03:28
  • Post customer invoices 1002 to 1005
    06:30
  • Customer invoices 1006 to 1008
    02:59
  • Customer credit notes
    04:19
  • Customers report
    11:06

  • Supplier invoices
    10:08
  • Supplier credit notes
    04:35
  • Supplier reports
    02:48
  • Enter supplier cheques
    08:44
  • Supplier payments report
    00:48

  • Customer receipts
    07:39
  • Customer receipts report
    01:25

  • Post petty cash
    03:36
  • Post cash payments
    11:08
  • Cash payments reports
    01:22

  • Sundry payments
    06:38

Instructor

Lisa Newton
Entrepreneur, Infopreneur & Serial Author
Lisa Newton
  • 3.9 Instructor Rating
  • 2,622 Reviews
  • 14,965 Students
  • 105 Courses

Lisa Newton BA MSc AAT has a masters degree in Investment Management and a first class honours degree in Accounting with Marketing. She formed her first company in 2004 with £150 in the same month of graduating from City University, London UK. Lisa has never had a full time 9 to 5 job in her life. She's a serial entrepreneur and author who holds directorships in various industries including telecoms, property management, publishing, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007, in 2008 Enterprising Business Award, in 2016 BE Mogul Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award. In 2015 and 2017 one of her companies won Best Bookkeeping Business London (Accountancy International Awards).

Lisa's books include: How to write a book in two weeks, Constant Cashflow, Make the most of your money, How to start your own bookkeeping business, Cosmic ordering with Vision Boards, How to Franchise Your Business and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.

Lisa hosts her own show The Authors Podcast which can be found on the iTunes channel.

Lisa supports the charity The MS Society. A speaker, coach, consultant and an avid networker, Lisa enjoys meeting people and working on projects with like-minded individuals.

In her spare time, Lisa likes traveling, dancing salsa, writing books, learning languages, meditation, yoga and cosmic ordering.

  • Udemy for Business
  • Teach on Udemy
  • Get the app
  • About us
  • Contact us
  • Careers
  • Blog
  • Help and Support
  • Affiliate
  • Terms
  • Privacy policy
  • Cookie settings
  • Sitemap
  • Featured courses
Udemy
© 2021 Udemy, Inc.