Zoho Accounts Software
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Zoho Accounts Software

Learn how to use Zoho, the free online accounting software to perform several essential bookkeeping tasks
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
9 students enrolled
Created by Lisa Newton
Last updated 9/2016
Current price: $10 Original price: $20 Discount: 50% off
5 hours left at this price!
30-Day Money-Back Guarantee
  • 3.5 hours on-demand video
  • 14 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I 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
View Curriculum
  • 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.

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 is the target audience?
  • 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
Compare to Other Zoho Courses
Curriculum For This Course
40 Lectures
Getting Prepared - Access the software and course materials
3 Lectures 14:57

Best way to take the course

Start a free trial
Setting Up The System
7 Lectures 35:27

Adding nominal codes

Opening balance journal

Trial Balance as at 30 June

Reverse the opening accruals and prepayments - part 1

Reverse the opening accruals and prepayments - part 2

Report on the detail of the journals
Nominal Ledger
1 Lecture 03:41
3 Lectures 14:57
Add new customer details

Add new customer details

Customer Information report
1 Lecture 07:00
Add new suppliers
Sales Ledger
5 Lectures 28:22
Post customer invoice 1001

Post customer invoices 1002 to 1005

Customer invoices 1006 to 1008

Customer credit notes

Customers report
Purchases Ledger
5 Lectures 27:03
Supplier invoices

Supplier credit notes

Supplier reports

Enter supplier cheques

Supplier payments report
Sundry Payments and Sundry Receipts
2 Lectures 09:04
Customer receipts

Customer receipts report
Petty Cash
3 Lectures 16:06
Post petty cash

Post cash payments

Cash payments reports
Sundry payments
1 Lecture 06:38
Sundry payments
5 More Sections
About the Instructor
Lisa Newton
4.2 Average rating
390 Reviews
4,742 Students
100 Courses
Entrepreneur, Infopreneur & Serial Author

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.