Zoho Books

Build and Manage Your Online Store with Zoho Commerce

Course Brief

The Zoho Books Onboarding & Self-Deployment Course is designed for small businesses, finance teams, and independent professionals who want to manage their finances efficiently using Zoho’s powerful cloud-based accounting platform. Whether you’re just getting started or migrating from another system, this course walks you through everything you need to deploy Zoho Books with confidence.

You’ll begin by learning how to configure your organization profile, chart of accounts, taxes, and opening balances. The course then moves into everyday tasks like creating invoices, recording expenses, reconciling bank accounts, and managing payments. You’ll also discover how to use retainer invoices, recurring billing, and credit notes to match your unique business model.

Advanced modules will show you how to automate workflows, collaborate with accountants, generate insightful financial reports, and stay compliant with local tax regulations. You’ll also explore integrations with Zoho Inventory, Zoho CRM, Zoho Payroll, and other tools that enhance your business operations.

By the end of this course, you’ll have a complete, self-managed accounting system that supports smarter decisions, stronger compliance, and better financial clarity.

Curriculum

Chapter 1: Getting Started with Zoho Books

Lesson 1.1: Setting Up Your Organization

Lesson 1.2: Navigating the Zoho Books Dashboard

Lesson 1.3: User Roles and Permissions

Lesson 1.4: General Settings and Preferences

Chapter 2: Taxes and Compliance

Lesson 2.1: Setting Up Taxes (VAT, GST, or Sales Tax)

Lesson 2.2: Enabling Tax for Products and Invoices

Lesson 2.3: Generating Tax Summary and Audit Reports

Chapter 3: Managing Customers and Sales

Lesson 3.1: Adding and Managing Customers

Lesson 3.2: Creating Quotes, Sales Orders, and Invoices

Lesson 3.3: Managing Payments and Receipts

Lesson 3.4: Issuing Credit Notes and Handling Returns

Chapter 4: Vendors, Purchase Orders, Payments

Lesson 4.1: Adding Vendors and Purchase Information

Lesson 4.2: Creating Purchase Orders and Bills

Lesson 4.3: Managing Vendor Payments

Chapter 5: Banking and Reconciliation

Lesson 5.1: Adding Bank and Credit Card Accounts

Lesson 5.2: Matching and Categorizing Transactions

Lesson 5.3: Reconciling Bank Statements

Chapter 6: Sales Tax and Compliance Reporting

Lesson 6.1: Tracking Sales Tax Collected

Lesson 6.2: Filing Returns and Reconciling Taxes

Chapter 7: Managing Contacts and CRM Integration

Lesson 7.1: Adding and Managing Customers and Vendors

Lesson 7.2: Viewing Contact Statements and Credit Balances

Chapter 8: Reporting and Analytics

Lesson 8.1: Understanding Zoho Books Reports

Lesson 8.2: Customizing and Scheduling Reports

Chapter 9: Advanced Features (Optional)

Lesson 9.1: Using Zoho CRM as a Bridge with Zoho Books

Lesson 9.2: Using Zoho Flow to Automate Workflows

Lesson 9.3: Using Zoho Analytics with Zoho Book

Lesson 9.4: Integrating with Zoho Subscriptions and Zoho Books

Lesson 9.5: Using Zoho Forms with Zoho Books

Lesson 9.6: Using Zoho SalesIQ with Zoho Books

Lesson 9.7: Using Zoho Social with Zoho Books

Lesson 9.8: Using Zoho Campaigns with Zoho Books

Lesson 9.9: Using Zoho Projects with Zoho Books

Lesson 9.10: Using Zoho Marketing Automation with Zoho Books

Chapter 10: Security and Data Management

Lesson 10.1: Managing User Roles and Permissions

Lesson 10.2: Using Audit Logs and Activity History

Lesson 10.3: Data Backup and Retention Best Practices

Lesson 10.4: GDPR, User Privacy, and Data Protection Settings

Lesson 10.5: Document Management in Zoho Books

Chapter 11: Final Setup Checklist and Support

Lesson 11.1: Final Configuration Checklist Before You Go Live

Lesson 11.2: Getting Support from Zoho and Pinnacle

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Legal Notice

The content of this onboarding course is provided for educational and instructional purposes only. All information is based on the current functionality of Zoho products at the time of development. Zoho frequently updates its solutions, and while we strive to keep course content accurate and up to date, Pinnacle Business & Marketing Consulting, LLC is not responsible for any discrepancies, changes, or feature updates made by Zoho Corporation Pvt. Ltd. after course publication.

“Zoho” and all related product names and logos are trademarks of Zoho Corporation Pvt. Ltd., used here under fair use for training purposes. This course has been independently developed by Pinnacle Business & Marketing Consulting, LLC, an authorized Zoho Partner since 2020, and is not directly affiliated with or endorsed by Zoho Corporation Pvt. Ltd.

By using this course, you acknowledge that all materials are protected by copyright and may not be copied, distributed, or reused without written permission from Pinnacle.

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