Zoho Books Certificate Course – Beginners to Expert

Verify your account to start invoicing customers, then edit your profile by adding name, display name, country, language, time zone, manage profile image, and configure emails and OTP.

Edit the organization profile in Zoho Books settings, upload the logo, update the address and base currency, and set fiscal year, report basis, language, time zone, and date format.

Map your website to Zoho Books using custom domain mapping, enabling customers to access the portal via the custom domain.

Learn to enter opening balances in zoho books for new or all companies, including customer, vendor, asset, liability, and equity balances, using open imbalances and import templates.

Manage foreign currencies in Zoho Books by adding or removing currencies, linking them to customers and vendors, and setting a base currency with adjustable exchange rates.

Create and manage taxes in Zoho Books, including VAT or GST, apply compound taxes to customer and vendor transactions, and configure settings to see automatic tax calculations on quotations.

Learn to configure tax settings in Zoho Books by creating tax rates with the new tax button, managing compound tags, and organizing tag groups under taxes and compliance.

Set up a compound tax in settings, taxes, and tax rates, then create a new tax with the compound tax checkbox to automate primary tax calculations.

Reorder tax rates in a tax group by dragging and dropping to set eight percent as first tax and SSL 2.5 as second, then save and apply to quotes.

set up tax rates, including a 2% primary tax and a 10% compound tax, and create tax groups to see how taxes appear on invoices; compare compound and non-compound tax.

Practice tax settings in texas by creating tax rates (5% and 15%), vat 15 as a compound tax, and applying the group to quotations or invoices to observe value changes.

Create items in zo books from the items module by selecting goods or service, entering name, sku, and unit. Set sales, purchase, tax rates, and inventory valuation methods, then save.

Create a service item in Zoho Books by entering item name, SKU, unit, sales and purchase information, description, tax rates, and tracking options; service items do not track inventory.

Learn to create bank accounts in the Zoho Books banking module by manually adding accounts, selecting type and currency, entering details, marking primary, and viewing, filtering, and searching accounts.

Explore the customer list in zoho books, customize and arrange grid columns, sort by name, and filter active, duplicate, inactive customers, search, export, and manage the customer portal.

Create and send customer quotes from the sales module, customize items, pricing, and terms, and convert accepted quotes into sales orders or invoices.

Explore how Zoho Books manages customer quote statuses from draft to sent, accepted, declined, invoiced, and expired, view and update statuses, and convert quotes to invoices with customer portals.

Create and manage sales orders in Zoho Books, convert them to invoices, track order status and inventory, and streamline converting quotes to sales orders for smoother fulfillment.

Create invoices using the manual method in Zoho Books, selecting customers, currencies, invoice numbers, rates, taxes, and discounts; then save, print, email, or mark as sent.

Import invoices from Excel into Zoho Books, handling single and multi-line invoices, verify item quantities, rates, and totals, and adjust date formats, statuses, and invoice numbers to ensure accurate imports.

Learn how to record payments received in Zoho Books from the sales module, select a customer, view outstanding invoices, and allocate payments to invoices with proper references and receipt.

Learn how to record customer payments in Zoho Books by selecting an invoice, letting the system auto-fill customer, payment number, and amount, and generating receipts that mark invoices as paid.

Learn the difference between payment received and record payment for managing receivables and invoices. Payment received supports multi-invoice application, while record payment allocates to one invoice automatically.

Learn how to convert an invoice into a credit note in Zoho Books Cloud Accounting, automatically populating customer details, items, quantities, and rates, with options to adjust and apply credits.

Learn how to record and manage advance payments in Zoho Books, apply them to invoices, and track unused credits to keep balances accurate.

Learn to import receipts in Zoho Books by uploading a file, mapping headers, choosing csv or excel, auto-generating payment numbers, and applying payments to invoices to keep accounts receivable current.

learn how to apply multiple receipts to a single invoice in zoho books to track partial payments and keep your accounts receivable accurate.

Record partial payments in Zoho Books to handle installments, update balances, and track payment history using the record payment method on unpaid invoices.

Create vendors in the purchases module by entering company, contact details, currency, tax rate, balances, and documents. Set billing and shipping addresses, contacts, and custom fields, then save.

Learn to record and manage expenses in Zoho Books, including adding expenses, categorizing spending, attaching receipts, and tracking billable versus non-billable costs for accurate financial reporting.

Learn to enter expenses with multiple accounts using the itemized option, add multiple lines and amounts, save, and view the total and expense details for a single transaction.

Create and manage recurring expenses in Zoho Books by scheduling weekly to yearly payments, setting start and end dates, selecting accounts, taxes, vendors, and notes.

Learn to create and manage vendor bills in Zoho Books, including entering bill details, payment terms, taxes, discounts, and totals, and convert purchase orders to bills.

Learn to record and manage vendor payments in zoho books, apply payments to bills, handle currency and bank charges, configure payment modes, and review journals and payment history.

Create fixed-amount recurring bills in Zoho Books by selecting a vendor, naming the profile, choosing a recurring period (week to year or custom), and setting start and end dates.

Practice creating recurring bills for weekly, monthly, and yearly cycles, and learn how to enter a recurring bill with any vendor, item, and amount.

Learn to enter vendor bills in Zoho Books, manage due dates, and update accounts payable, using direct bills or conversion from purchase orders with line-item details, taxes, and discounts.

Convert a PO to a bill in Zoho Books by selecting the PO and clicking convert to bill; vendor, bill number, due date, terms, and items default from the PO.

Master advanced bill options in Zoho Books, including tax exclusive and inclusive handling, transaction and line-item discounts, vendor details, currency, bulk actions, and bill status tracking.

Learn how to use two methods for payments—payments made and record payment—to apply funds against bills, track cleared and pending payments, and maintain accurate accounts payable.

Learn to pay vendors with the record payment method in Zoho Books: browse unpaid bills, auto-fill the amount, set payment mode and date, add reference and notes, then save.

Learn how bank charges affect vendor payments by recording a 1000 payment with a 30 charge, totaling 1030, with only 1000 applied to the vendor bill.

Create vendor credits from a bill by converting, then auto-populate vendor and item details with the convert method, or manually enter them in the direct method.

Create manual journals in Zoho Books to record adjustments, transfer balances, and correct errors, then enter dates, debit and credit amounts, and save or publish.

Set up recurring channels and recurring journals in Zoho Books to automatically record non invoiced transactions like depreciation, rent, or accruals, with monthly, quarterly, or yearly frequencies and start/end dates.

Create a branch expenses parent account with branch one and branch two as sub accounts to separate expenses in the gl accounts or chart of accounts, and track related incomes.

learn to record and manage fixed assets in Zoho Books, add assets, set depreciation methods, and track asset value over time.

Set up and implement Zoho Books' fixed asset module to record, track, and depreciate tangible assets with automated schedules and comprehensive reporting for accurate accounting and regulatory compliance.

Create and manage fixed assets by entering asset details (name, number, purchase value/date, serial and warranty), select type and accounts, and review depreciation entries.

Sort assets by name, number, purchase price, and current value; create fixed assets in fixed asset module or while entering a bill by selecting the item and fixed asset account.

Create and manage fixed assets, edit details, clone assets, and write off or sell with expense accounts, dates, and reasons; view automatic depreciation and the depreciation chart.

Set item quantity decimal places in Zoho Books by adjusting settings and saving changes. See how invoices always display two decimals, while printing shows four decimals.

Learn how to enable and manage stock keeping units (SKUs) in Zoho Books, activate SKU in settings, and add SKU when creating and saving items.

Learn how to enable duplicate item names in Zoho Books by adjusting item settings, making SKU mandatory, and enabling the general option to allow duplicate item names.

Enable price lists in item settings, create multiple price lists, link them to customers, and automate customer-specific pricing for invoicing with item-based or all-items options.

configure item settings to prevent stock from going below zero or show out-of-stock warnings, then test with an invoice to see how the system blocks transactions or flags warnings.