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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:
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:
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.
Not for you? No problem.
30 day money back guarantee.
Learn on the go.
Desktop, iOS and Android.
Certificate of completion.
|Section 1: Getting Prepared - Access the software and course materials|
Introduction to the course and your tutorPreview
Best way to take the course
Start a free trial
|Section 2: Setting Up The System|
Verifying email and navigating the systemPreview
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
|Section 3: Nominal Ledger|
Amend the nominal ledgerPreview
|Section 4: Customers|
Add new customer details
Add new customer details
Customer Information report
|Section 5: Suppliers|
Add new suppliers
|Section 6: Sales Ledger|
Post customer invoice 1001
Post customer invoices 1002 to 1005
Customer invoices 1006 to 1008
Customer credit notes
|Section 7: Purchases Ledger|
Supplier credit notes
Enter supplier cheques
Supplier payments report
|Section 8: Sundry Payments and Sundry Receipts|
Customer receipts report
|Section 9: Petty Cash|
Post petty cash
Post cash payments
Cash payments reports
|Section 10: Sundry payments|
|Section 11: VAT|
Prepare VAT return
|Section 12: Bank Reconciliation|
Reconcile the bank
Unreconciled transactions report
|Section 13: Payroll / Wages|
Journal wages report
|Section 14: Month End Adjustments & Reporting|
Adjusting accounts and month end report
Month end report
|Section 15: Conclusion and Next Steps|
Recap - How it all fits together
What to do next?
Lisa Newton BA MSc FMAAT 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, software, hair & beauty as well as finance. She has won various awards in Business including: Young Entrepreneur of the Year Award 2007 and in 2008 Enterprising Business Award and has been nominated and shortlisted in numerous others. In 2011 and in 2012 one of her companies won Best Accounting Franchisor Award.
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 and Quickbooks Online The Handbook. Some of the books are in audio-format on itunes and audible.
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 and cosmic ordering.