Zoho Books Basic to Advance Training Course 2026

Activate the Zoho Books free 14-day trial and learn to create a new company by entering organization details, location, currency, and industry while exploring the left-hand modules and quick create.

Learn how to post or postpone reviews in the Zoho Books portal, rate with stars, write comments, and save or edit reviews after prompts.

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.

Enter opening balances in Zoho Books by selecting a migration date and applying balances to assets, liabilities, and equity, then verify with the opening trial balance.

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Add customers in Zoho Books and set their opening balances. Create from quick create or sales, enter basic details and currency, and verify balances in accounts receivable and trial balance.

Learn to set up vendors in Zoho Books with opening balances of 50,000 and 80,000, using quick create and verify the updated accounts payable via trial balance.

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.

Enable fixed asset tracking and the fixed asset register in Zoho, create a furniture and fixture asset type with declining depreciation, and automatically generate depreciation schedules linked to asset accounts.

Learn how to record prepaid expenses in Zoho Books using a cash-based journal entry, treating advance rent as a current asset and expensing monthly as benefit is consumed.

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.

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.

Learn to receive a full customer payment against an opening balance, settle pending balances, and deposit to cash or undeposited funds, ensuring a zero balance.

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.

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.

learn to record cash sales for walk-in customers in Zoho Books by creating a cash customer invoice, applying payment, and reviewing journal entries and reports.

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.

Learn to record a customer cash advance in Zoho Books, classify it as customer advances liability, and review the journal entry showing cash in hand and unearned revenue.

Enable the sales order module in Zoho Books and record a customer order with quick create, then save, email, and convert it to an invoice.

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 purchase orders in Zoho Books, use quick create to draft and email orders with items and totals, then convert to bill without a journal entry.

Learn to record bad debts in Zoho Books by writing off open invoices, handling opening balances, and posting journal entries to adjust accounts receivable, bad debts, and undeposited funds.

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.

Learn to record a partial payment against a service invoice in Zoho Books, using a bank transfer to pay 3000 of a 4500 bill and view the journal.

Learn how to convert a sales order to a sales invoice in Zoho Books and adjust the invoice for customer advances by applying credits to reveal the correct balance due.

Learn to process purchase returns in Zoho Books using vendor credits, apply credits to bills, and reflect journal entries that adjust cost of goods sold, accounts payable, and inventory.

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.

Learn how to record full customer payments in Zoho Books, including quick create, classifying cash in hand or undeposited funds, and adjusting customer advances against accounts receivable, with journal entries.

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.

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.

Unwind prepaid expenses in Zoho Books by expensing January rent and reducing the prepaid asset with a journal entry dated January 31, debiting rent and crediting prepaid expenses.

Learn to extract essential closing reports in Zoho Books, including trial balance, profit and loss, and balance sheet, with custom periods, column customization, and pdf or excel exports.

Enable multi-currency transactions in Zoho Books, issue invoices in foreign currencies with real-time exchange rates, record payments, and report in the base currency to avoid discrepancies.

Set up automated recurring invoices in Zoho Books to bill customers monthly or weekly, add items like social media management, and enable payment gateways for seamless payments.

Learn to set up automated recurring journals in Zoho Books to move prepaid expenses against advance rent and rent expense each month using a recurring profile.

Create and customize a Zoho Books dashboard by adding panels, choosing chart types, setting time periods, and rearranging items for a fully personalized overview.

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.

Learn to manage multiple companies and branches in Zoho Books by cloning settings, creating new organizations, and switching between branches with chart of accounts and templates.

Set up and manage reorder levels across items to prevent stockouts, enable reorder point alerts, and activate advanced inventory with Zoho Inventory for automatic low-stock recommendations and purchase orders.

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.

Learn to switch from Zoho Inventory back to Zoho Books by tapping the gear icon in settings, selecting integrations and marketplace, then accounting to access your existing company details.

Learn how to reconcile bank accounts in Zoho Books, manually match deposits and payments to your records, handle timing differences, and generate a reconciliation report.

Learn to create and manage price lists in Zoho Books, applying seasonal discounts and per-customer pricing (retail, wholesale, export) that automatically adjust invoices.

Learn to track landed costs in Zoho Books, enabling accurate total import costs from ocean freight to bank charges, allocated per unit using a practical 1000-unit example.

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.

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.