Master Accounting
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.

Hear from Zoho Books experts
Frequently asked questions
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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.
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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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Module
Learn with a world class curriculum
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
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
Time-based invoicing
What you will learn
- Projects
- Timesheets
Skills you will gain
- Billables
- Reporting
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
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
Taxes & Compliance
What you will learn
- GST Filing
- E-Way Bills
- E-Invoicing
Skills you will gain
- Tax filing
- Einvoicing
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
Customization
What you will learn
- Custom fields
- Custom views
- Validation rules
- Template customization
Skills you will gain
- Custom workflows
- Personalization
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
Integrations
What you will learn
- Integration of Zoho Books with other Zoho Apps & Third Party apps
Skills you will gain
- Integration
- Third Party Apps