Learn from the best

Dive deep into Zoho Books with industry leading CA's to understand the nitty-gritty of cloud accounting software and bolster your career.

Who is this course for?

Whether you're a student, prospective customer, or an accounting professional, we have you covered.

Working professionals

Whether you're an accounting or finance professional, or auditor, master GST compliance, e-invoicing, tax filing, and more advanced accounting capabilities.

Business Owners

Leverage Zoho Books for you and your organization to manage all things accounting-right from invoicing to expenses and inventory to timesheets, all while staying compliant.

Students

Are you an aspiring chartered accountant? Add Zoho Books to your arsenal and unlock career opportunities in finance, auditing, and business accounting.

Our Collaborations

Why choose this course?

Boost your accounting career with confidence. Our comprehensive curriculum equips you with in-demand skills to master cloud accounting.

Individual or group training

Train one-on-one or tag along with your organization. We offer comprehensive group and personal training both offline and online.

Customizable curriculum

While we have a structured curriculum, we are also open to customizing the same, offer flexible training hours and pricing to suit your learning objectives.

Interactive learning experience

We won't bore you with video clips! Dive deep into practical, real-world scenarios to understand how Zoho Books can help improve your bottom line.

Become a Zoho Books partner

Connect & grow with Zoho Books Partner program. Leverage the power of our modern accounting platform for you and your clients.

Simplify tax compliance

Learn how to send e-invoices and automate the generation of tax returns with Zoho Books, while exploring our customization and automation capabilities.

Better career opportunities

Enhance your career prospects with Zoho Books certification, unlocking opportunities in the finance and accounting domain.

Become a certified Zoho Books expert.

Zoho Books Certificate

Hear from Zoho Books experts

Vignesh Rajendran

"Our experience with Zoho Books has been exceptional, especially with the hands-on training provided by the Zoho team. The training program has helped us confidently teach Zoho Books to students and accounting professionals, using real-world scenarios."

Vignesh Rajendran

FCPA International Services - Director

Vignesh Rajendran

Vignesh Rajendran

FCPA International Services - Director

"Our experience with Zoho Books has been exceptional, especially with the hands-on training provided by the Zoho team. The training program has helped us confidently teach Zoho Books to students and accounting professionals, using real-world scenarios."

Narmada

"We are delighted with the outcome and grateful for the support provided during the training sessions. The guidance and resources provided by the team has been invaluable."

Narmada

Amogen Pharma Pvt Ltd - HR Manager

Narmada

Narmada

Amogen Pharma Pvt Ltd - HR Manager

"We are delighted with the outcome and grateful for the support provided during the training sessions. The guidance and resources provided by the team has been invaluable."

Frequently asked questions

  • How is personal training different from an institute?

    We provide both individual and group training, whether you opt for an institute or a personal trainer. However, personal training offers training in regional languages as well.

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  • Can I onboard myself as a trainer in the certification program?

    Whether you are a certified Zoho Books user or willing to onboard your institute, you are eligible to be a trainer. Please write to training@zohofinance.com for more details.

    +
  • What is the validity of my Zoho Books certificate?

    The certificate will be valid for 2 years from the date of successful completion of your training course.

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Course Type

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Personal training

Unlock your business potential with expert accounting guidance.

  • Unlock your accounting acumen with guidance from practicing CAs.
  • Train one-on-one or as a group
  • Virtual sessions from practicing CAs
  • Certification provided by Zoho
  • Duration: 8-10 hours

Institute training

Unlock your business potential with expert accounting guidance.

  • Hone your accounting skills at your nearest institute.
  • Train as a group in your city
  • In-person sessions from Zoho Books experts
  • Certification provided by Zoho
  • Duration: 36 hours

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CA ANWESH SHETTY

A practicing Chartered Accountant and passionate educator with over a decade of experience in training. Also a qualified lawyer specializing in tax litigation. Has trained over 40,000 students and professionals in GST, and Enterprise Information Systems. Additionally, a tech enthusiast with expertise in implementing various blockchain projects, including DeFi and Dapps. View more

CONTACT DETAILS

+91 73530 80009

anwesh@sdca.co

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CA TANVI BANGERA

A Chartered Accountant having a total of 12+ years of experience in accounting, management consultancy, Internal audits, CFO services, Processes, Systems and Compliance services, etc. She has 7+ years of experience working with Zoho and has done Zoho software implementations & Migrations for several MSME's and Large Enterprises in various industries. She is a Zoho Certified Trainer and has trained 500+ accountants/entrepreneurs in Zoho finance Suite. View more

CONTACT DETAILS

+91 832-9981293

tanvi@ssosolutionsllp.com

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CA JIGAR SHAH

Jigar Shah, a partner at S K Rathi & Co., endeavors to make the firm one of the top-notch ones in India. He is passionate about technology and has contributed his skills to creating several fintech products. Collaborating with Zoho Books, he has effectively migrated and implemented the software for over 75 businesses. Furthermore, he has authored two books, GST for Entrepreneurs and Work from Home for Professionals. View more

CONTACT DETAILS

+91 90221 69546

jigar.shah@skrathi.com

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CA NIKITA PUNJABI

Nikita Punjabi, a practicing Chartered Accountant and a YouTuber, enjoys creating videos on taxation, migrating accounting software, and personal finance. She is a zealous educator and an adept trainer who strives to break down concepts for learners, making the learning process enjoyable through the use of examples and case studies. Her efforts have helped over 200 participants gain an in-depth understanding of GST law. View more

CONTACT DETAILS

+91 98814 23483

ca.nikitapunjabi@gmail.com

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CA FRENIL RITHESH DSOUZA

Frenil Dsouza is a practicing Chartered Accountant and a partner at Shetty and Dsouza Chartered Accountants in Mangalore. With a diverse background, including roles in multinational corporations focusing on cost control, financial modeling, and ERP implementation, he brings a wealth of expertise to his leadership role in the firm’s audit wing. Frenil specializes in statutory audit, internal audit, forensic audits, and data analytics, ensuring strict industry compliance. He has trained over 16,000 students. View more

CONTACT DETAILS

+91 81239 94766

frenil@sdca.co

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CA Kunal Kumar

Introducing CA Kunal Kumar, an accomplished Chartered Accountant and a partner at T K & Co. in New Delhi. With a passion for leveraging cutting-edge technology such as accounting automation and AI, CA Kunal is dedicated to streamlining financial processes. He has facilitated the transition of over 100 small businesses to Zoho Books. View more

CONTACT DETAILS

+91 99996 90158

ca.kunalkumar90@gmail.com

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CA Nikita Joshi

CA Nikita Joshi is a dynamic and accomplished Chartered Accountant who earned her qualification in 2016. With a dedication to continuous learning and professional development, Nikita holds esteemed post-qualification certifications including Concurrent Audit Certification, Zoho Books Professional Certification, and a Diploma in Information Systems Audit (DISA). She specializes in Zoho Books Accounting and also conducts Tax Saving workshops for corporates. View more

CONTACT DETAILS

+91 8888622037

nikita@capnjoshi.com

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CA Vishal Jagetiya

Vishal Jagetiya, a chartered accountant, serves as the director of NJP Global Services Private Limited, where he is responsible for overseeing the ERP advisory and global outsourcing divisions. For over five years, the company has successfully migrated over 50 customers to Zoho Books and delivered outsourced bookkeeping services to Certified Public Accountants (CPAs) and numerous businesses. View more

CONTACT DETAILS

+91 94284 82371

contact@nareshco.com

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CA Lakshmi Nalledath Palat

Lakshmi Nalledath Palat, a Chartered Accountant, specializes in ERP implementations, business advisory, and tax planning services for SMEs and start-ups. She has trained over 100 organizations in 11 countries on Zoho Books. View more

CONTACT DETAILS

+91 9840430362

lakshminp@lnpassociates.net

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CA Shivam Thakkar

Shivam Thakkar is a highly skilled Chartered Accountant and Key Managerial Personnel at DSV Academy, with over 7 years of experience delivering exceptional Accounting, Taxation, Payroll, Zoho Implementation, and CFO Services to clients across 15+ countries. He has mentored and shaped the careers of over 150 trainees, including CAs, CPAs, bookkeepers, finance managers, business owners, and commerce graduates. View more

CONTACT DETAILS

+91 90162 82029

info@dsvacademy.com

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CA Anmol Gakhar

CA Anmol Gakhar, a tech-savvy Chartered Accountant, has implemented Zoho Finance apps for more than 500 organizations, tailoring solutions that enhance efficiency. He has trained over 500 accountants on Zoho's ecosystem. View more

CONTACT DETAILS

+91 93169 00087

anmol.gakhar@a3ca.com

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CA Nishchit Shetty

A Fellow Chartered Accountant with over 6 years of experience in implementing and optimizing Zoho Finance Suite. He has led successful Zoho projects across diverse industries and conducted 150+ workshops and seminars for various professional forums. View more

CONTACT DETAILS

+91 91677 47720

nishchit@sbmco.in

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CA Payal Jain

Payal Jain, a Chartered Accountant with 10 years of experience in Accounting, GST, and International Taxation, has migrated 12-15 organizations to Zoho based on her recommendation. View more

CONTACT DETAILS

+91 98712 10704

payaljain@prgkassociates.com

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CA Suraj Jain

CA. Suraj Jain is a Fellow Member of ICAI with over 8 years of experience in tax, audit, and advisory services. He started XLPoint Global Solutions to provide accounting, bookkeeping, and tax services in the UK. View more

CONTACT DETAILS

+91 94295 24319

suraj@xlpointglobal.com

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CA Pallavi B R

Accomplished professional with over 15 years of experience in financial operations, accounts, and statutory compliance. Expertise in implementing financial procedures, maintenance & finalization of accounts as per statutory requirements. View more

CONTACT DETAILS

+91 98441 42847

brpachar@gmail.com

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Atul Jain

Atul Jain is a highly qualified professional with over 10 years of experience in accounting and taxation. He has extensive experience implementing Zoho products and is passionate about helping businesses streamline their financial processes. View more

CONTACT DETAILS

+91 70136 22473

atul.jain@learnall.co.in

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Pulkit Gupta

Pulkit Om is an economics graduate followed by Management in Family Business from SP Jain, Mumbai. He has been running his technology company for the last 11+ years in the Fintech domain. Four years ago, he founded his second venture USHMA, an Authorized partner of Zoho, focused on deploying Zoho solutions through Training, Implementation and Customization. He has been doing corporate and individual training, globally. His expertise lies in Zoho Books & Inventory across diverse business segments such as Retail, E-commerce, Manufacturing, Distribution, Healthcare, EV, Fintech and Edutech. Pulkit brings more than a decade experience blended in Finance & Technology. He is passionate about helping businesses grow, and training becomes one of the medium. He also advises his clients on various business challenges and support them in implementing Zoho’s various other applications. He enjoys reading, writing, music, meditation and yoga in his free time. View more

CONTACT DETAILS

+91 99112 29701

pulkit@ushma.biz

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Hemal Kamdar

Hemal Kamdar, along with his team, has provided financial consulting and cloud accounting services to over 100 businesses. He is an ardent advocate for Zoho Books and is committed to assisting professionals in adopting the technology for their practices or businesses. He has imparted training to more than 250 trainees with diverse educational backgrounds, including Chartered Accountants (CAs), bookkeepers, business owners, commerce graduates, and others. View more

CONTACT DETAILS

+91 98198 30007

hemal.kamdar@krajaccounting.com

EN

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Christo Philip

As the CEO and Founder of Cascade Headway, my focus is on driving business growth and innovation. I specialize in project management and financial strategy, leading our team to deliver exceptional services. At Cascade Headway, I prioritize innovation and efficiency, ensuring the highest quality in all our offerings. View more

CONTACT DETAILS

+91 62380 20670

christo@cascadeheadway.com

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Swathi Khatry

Dynamic accounting professional with a decade of experience specializing in Cloud Accounting with Zoho, Xero, and QuickBooks. Proficient in Tally ERP and knowledgeable in Goods and Services Tax (GST), UK taxation, Saudi taxation, U.S. taxation, auditing, and Indian taxation. Possesses training in Zoho Books and Zoho Inventory, with over 6 years of expertise in their implementation and support services. Additionally, skilled in programming with Python and Zoho Deluge. A certified expert in Zoho Analytics, adept at creating dashboards and analyzing data to drive informed business decisions. Committed to collaborative problem-solving and enhancing organisational performance, while also working towards ACCA qualification. View more

CONTACT DETAILS

+91 98306 02727

swati@finanzen.in

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LEARNALL

Learnall Solutions is a Zoho Finance Implementation and Training Center focused on Financial Transformation using Zoho Software. We have been operating since 2017 and have been awarded Best Performing Partner of Zoho Finance View more

CONTACT DETAILS

+91 7013622473

EN

FINPROV

Finprov Learning, headquartered in Bangalore and Kerala, was founded by a team of Chartered Accountants and industry professionals to bridge the growing skill gap between academic learning and real-world industry expectations. With over 40 years of expertise, we design world-class skilling solutions for individuals and organizations, blending theoretical knowledge with hands-on practical training to empower learners with job-ready skills, ensuring they excel in finance, accounting, banking, digital marketing, and beyond. View more

CONTACT DETAILS

+91 9746010900

contact@finprov.com

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DSV Academy

DSV Academy is the leading hub for mastering Zoho Software. We have certified & experienced Zoho Trainers. Our cutting-edge training programs are designed to empower individuals and businesses with the skills to excel in Zoho Books, Inventory, Payroll, Expense, Analytics, Zoho CRM, People & other Zoho apps. Unleash your productivity, streamline your operations, and propel your career or organization to new heights with DSV Academy's unrivaled expertise and transformative training. Take the leap into the world of Zoho Software excellence and unlock a future filled with endless possibilities. View more

CONTACT DETAILS

+91 9016282029

info@dsvacademy.com

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FLISH ACADEMY

Flish Academy is a premier training institute situated at the heart of Central Kolkata, provides experiential learning to students so as to equip them with the best practices of the industry. Each student is provided hands-on experience in the fields of computer, accounting and taxation with real time data and a multitude of practice exercises. The institute strives to bridge the gap between theoretical knowledge and practical approach by empowering students to convert their learning into an experience. View more

CONTACT DETAILS

+91 91470 87331

flishacademy@gmail.com

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Invisor Learning

Invisor is a company offering expert training in finance and technology, professional courses, offshore consulting, and tax filing solutions. It helps individuals upskill and businesses streamline their financial operations with specialized expertise. View more

CONTACT DETAILS

+91 9895850397

alex.tom@invisorglobal.com

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SPIKRA

We have been a ZOHO partner for the last 6 years, we are headquartered in Thanjavur. 6 months ago seeing the potential for Zoho trained talents, we started the training centre and successfully training students on accounting best practices & ZOHO Books. View more

CONTACT DETAILS

+91 7530059992

Radha@spikra.com

EN

Workfigure Academy

Our institute offers expert training and certification in Zoho Books, combining deep accounting knowledge with advanced customization capabilities. With a team of accountants and programmers, we provide a unique learning experience that blends financial expertise with technical adaptability. From core accounting principles to tailored automation and integrations, our hands-on approach ensures that businesses and professionals gain both theoretical understanding and practical implementation skills. View more

CONTACT DETAILS

+91 9944555143

academy@workfigure.in

EN

My Career Point

My Career Point ( MCP ) took a full fledged form in 2015 and now operate in Chennai and Tiruchirappalli with a core team of 40 Teaching Faculty Consists of CA, Cost Accountants, Company Secretaries and experts. This Institute aims to be an institution of excellence by imparting professional training to students in a wide range of interdisciplinary areas of finance and MBA Professionals. View more

CONTACT DETAILS

+91 6383-843802 / +91 96266 70805

mycrpoint@gmail.com

EN

ELT Corp Tech

The organization specializes in designing structured training programs aimed at enhancing and automating various business processes such as Finance, HR, Operations, Sales, Marketing, and Customer Support. The Academy provides comprehensive courses for finance trainees, covering fundamental accounting concepts, Income Tax, and GST, equipping students with the skills needed to begin their careers as accountants. In the HR category, the Academy offers workshops for business owners, focusing on setting up and automating the recruitment department within their companies. View more

CONTACT DETAILS

+91 9355376307

Info@eltcorptech.com

EN

GCC Academy

A centre offering expert coaching with individual attention by qualified/experienced resources View more

CONTACT DETAILS

+91 9840049554

guruscoaching@gmail.com

Learn with a world class curriculum

MODULE 1

Introduction to Zoho Books

What you will learn

  • Adding an organization profile
  • Inviting users and collaboration
  • Setting up a chart of accounts
  • Choosing tax settings
  • Creating customers and vendors
  • Setting up the client portal
  • Creating items
  • Important settings under Preferences

Skills you will gain

  • Accounting fundamentals
  • Configurations
MODULE 2

Day-to-day transactions

What you will learn

  • Purchase transactions
  • Sales transactions
  • How to record Expenses
  • Payments and refunds
  • Foreign transactions
  • Recurring transactions

Skills you will gain

  • Transaction handling
  • Expenses
MODULE 3

Time-based invoicing

What you will learn

  • Projects
  • Timesheets

Skills you will gain

  • Billables
  • Reporting
MODULE 4

Advanced operations

What you will learn

  • Transaction Approvals
  • Creating price lists
  • Setting budgets
  • Publishing journal entries
  • Locking transactions
  • Bulk updating accounts
  • Using reporting tags to customize reports

Skills you will gain

  • Budget planning
  • Journals
  • Customizations
MODULE 5

Connected Banking

What you will learn

  • Importing bank feeds
  • Matching and categorizing
  • Transaction rules
  • Reconciliation
  • Customer payments
  • Vendor payments

Skills you will gain

  • Bank reconciliation
  • Workflows
  • Payment handling
MODULE 6

Taxes & Compliance

What you will learn

  • GST Filing
  • E-Way Bills
  • E-Invoicing

Skills you will gain

  • Tax filing
  • Einvoicing
MODULE 7

Reports

What you will learn

  • Business overview reports
  • Customer/Vendor balance reports
  • Detailed general ledger report
  • Aging details reports
  • Inventory reports
  • Activity reports

Skills you will gain

  • Business intelligence
  • Financial reports
MODULE 8

Customization

What you will learn

  • Custom fields
  • Custom views
  • Validation rules
  • Template customization

Skills you will gain

  • Custom workflows
  • Personalization
MODULE 9

Automation

What you will learn

  • Workflow rules
  • Email alerts
  • In-app notifications
  • Field updates
  • Webhooks
  • Custom functions

Skills you will gain

  • Push notifications
  • Workflow automation
  • Approvals
MODULE 10

Integrations

What you will learn

  • Integration of Zoho Books with other Zoho Apps & Third Party apps

Skills you will gain

  • Integration
  • Third Party Apps