Zoho Books Basic to Advance Training Course 2026

Name: Zoho Books Basic to Advance Training Course 2026
Rating: 4.7 (250 reviews)

Learn Zoho Books Step-by-Step – Setup, Accounting, Inventory, Sales, Returns, Bank Reconciliation, Multi-Currency & More

Created byAccountech Training & Solutions

Last updated 1/2026

English

What you'll learn

How to set up Zoho Books and create companies with the latest version
Configure and manage chart of accounts, opening balances, and control accounts
Handle customer/vendor setup, inventory, and fixed asset tracking
Record prepaid expenses, security deposits, maintenance, and repair entries
Create and manage purchase/sales invoices, customer advances, and order conversions
Record purchase and sales returns and fully settle customer/vendor accounts
Use recurring invoices and automated journals for routine transactions
Perform multi-currency accounting and reconcile bank accounts
Customize dashboards, invoice templates, and reports
Manage budgeting, landed costs, drop shipping, item grouping, and branch accounting

Course content

1 section • 47 lectures • 3h 59m total length

How to Activate Zoho Books Software and Create New Company3:40
Important Message2:17
How to Create and Edit Chart of Accounts in ZOHO Books13:07
Create and edit chart of accounts in Zoho Books, and enter opening balances from last year. Apply assets, liabilities, and equity accounts, including fixed assets and accrued expenses.
Dealing With Chart of Accounts Opening Balances7:19
Upgrade to the Latest Version of Zoho Books0:33
Add Customers and Set Opening Balances4:25
Setup Vendors and Opening Balances1:53
Setting up Inventory with Opening Balances10:06
Learn to set up inventory in Zoho Books with opening balances by creating items, enabling tracking, entering stock and rates, and validating balances via chart of accounts and trial balance.
Dealing with Fixed Asset in Zoho10:44
Dealing with Prepaid Expenses5:17
Handling Payments Against Security Deposits3:25
Learn how to record a security deposit in Zoho Books using a cash-based journal entry, creating the other assets ledger and posting debit and credit to reflect the deposit.
Enter Repairs and Maintenance Expenses2:00
Learn how to record repairs and maintenance expenses in Zoho Books, including cash-based journal entries, selecting the right expense account, and updating narration for proper bookkeeping.
Receiving Payments in Full From Customers2:59
Dealing With Item Purchase Invoice in Zoho4:37
Enter a purchase invoice in Zoho Books with a vendor on credit, add bill details and item lines, and track stock as inventory asset under weighted average costing.
Entering Bill Against New Vendor2:16
Enter a purchase invoice for a new vendor, create the vendor, add item lines with quantities and rates, and review the journal showing inventory debit and accounts payable credit.
Recording Cash Sales of Inventory in Zoho Books4:10
Recording Credit Sales Invoice2:17
Learn to record a credit sales invoice in Zoho Books for a single item, including creating the invoice, saving or sending it, and reviewing the journal entry and customer balance.
Dealing With Cash Advance Recieved From Customers4:31
Enable and Record Sales Order in Zoho3:57
Enter Credit Sales Invoice3:04
Learn to enter a credit sales invoice in Zoho Books, including customer, items, dates, totals, save or send options, and verifying journal entries and accounts receivable.
Enable and Record Purchase Order3:32
Dealing With Bad Debts in Zoho Books4:48
Dealing With Purchase of Services3:26
Learn how to record a purchase of services in Zoho Books, including creating a service item, treating packing charges as cost of goods sold, and journal entries to accounts payable.
Handling Payments Against Purchase of Services2:07
Creating Sales Invoice from Sales Order with Advance Adjustment2:22
Handling Purchase Return and Open Bill Adjustment3:17
Handling Sales Return with Open Invoice Adjustment3:38
Learn to handle a sales return in Zoho Books by creating a credit note, applying it to an open invoice, and recording the journal impact on receivables and inventory.
Full Customer Account Settlement2:56
Convert Purchase Order to Purchase Invoice in Zoho2:16
Learn how to convert a purchase order to a purchase invoice and to a bill in Zoho Books, and review journal entry with inventory asset debited and accounts payable credited.
Dealing With Loss of Inventory4:39
Learn to record loss of inventory in Zoho using inventory adjustments, choosing quantity or value adjustments, and review the impact in the general report and profit and loss account.
Unwinding of Prepaid Expenses2:40
Extracting Essential Closing Reports6:36
Handling Multi Currency Transactions in Zoho Books6:00
Create Recurring Invoice in Zoho Books4:14
Creating Automated Recurring Journals4:28
Creating Fully Cuztomizable Zoho Dashboard4:56
Invoice Template Customization12:46
Learn to customize invoice templates in Zoho Books by cloning defaults, adjusting paper size and margins, editing header, footer, logo, and terms to fit your brand.
How to Manage Multiple Companies and Branches3:39
Setting Up Re Order Level in Zoho8:23
Creating Item Groups in Zoho Inventory8:16
Learn to create item groups in Zoho Inventory, enable advanced inventory, and configure color and size attributes. Generate SKUs, set pricing and stock, and view inventory reports.
How to Switch From Zoho Inventory App Back to Zoho Books1:04
How to Reconcile Bank Accounts in Zoho Books4:57
Creating Price Lists7:57
Managing Landed Costs in Zoho Books9:56
Managing Drop Shipping Business in Zoho Books11:40
Master drop shipping management in Zoho Books and Zoho Inventory by converting sales orders to purchase orders, sourcing from suppliers, and monitoring cash flow with profit and loss reports.
Master Budgeting in Zoho Books16:11
Learn to create a 2025 monthly budget in Zoho Books, using auto fill to project income and expenses for services like social media management, SEO, and graphic design.
Congratulations0:29

Requirements

No prior knowledge of Zoho Books or accounting is needed — the course starts from scratch
A computer with internet access
A trial or active Zoho Books account to follow along (Zoho offers a free trial)
Basic computer usage skills and a willingness to learn hands-on

Description

Want to learn how to manage business accounting and finances using Zoho Books? Whether you're a business owner, accountant, or complete beginner, this practical training course will take you from the basics to advanced features of Zoho Books — using real-life examples and hands-on scenarios.

You’ll begin with setting up Zoho Books, creating your company, and configuring the chart of accounts with opening balances. From there, you’ll learn how to manage customers, vendors, inventory, fixed assets, and prepaid expenses.

As you progress, you'll cover sales and purchase workflows, including credit sales, cash sales, customer advances, sales orders, purchase orders, and returns. The course also walks you through multi-currency handling, recurring invoices and journals, customizing dashboards, and designing invoice templates.

In the advanced section, you'll explore essential business tools such as landed cost management, budgeting, drop shipping, reorder levels, item groups, and managing multiple companies or branches in Zoho. You'll also gain practical insight into real-time reporting, automation features, bank reconciliation, and best practices for smooth day-to-day operations.

By the end of this course, you’ll have complete confidence in using Zoho Books for real-world accounting, financial reporting, and cloud-based bookkeeping and inventory control — including invoice customization, cost center tracking, and client billing automation.

Who this course is for:

Business Owners & Entrepreneurs managing their finances with Zoho Books
Accountants & Bookkeepers wanting to offer Zoho-based services to clients
Finance Professionals & Freelancers looking to master cloud accounting
Commerce and Accounting Students who want practical experience
Anyone switching from spreadsheets or other accounting software to Zoho Books