Zoho Finance Plus

Empower your finances with one unified platform for growth

Course Brief

The Zoho Finance Plus learning course by Pinnacle Business & Marketing Consulting is designed to provide businesses with the knowledge and confidence to manage all financial operations in one unified platform. This course covers every module of Finance Plus, including Zoho Books, Zoho Invoice, Zoho Expense, Zoho Subscriptions, and Zoho Inventory.

Through detailed explanations, practical demonstrations, and real-world scenarios, participants will learn how to set up the system, customize workflows, and integrate Finance Plus with other Zoho applications. The course also emphasizes compliance with tax regulations, multi-currency transactions, and automation of key processes such as recurring billing, bank reconciliations, and expense approvals.

Whether you are a finance manager, business owner, or accountant, this course ensures you gain practical insights into using Zoho Finance Plus to drive efficiency and growth. With clear step-by-step instructions, learners will be able to optimize financial operations, reduce manual effort, and create accurate reports that support better decision-making.

By the end of the course, you will be fully equipped to leverage Zoho Finance Plus as a comprehensive solution for managing your company’s finances with clarity and control.

Curriculum

Chapter 1: Introduction to Zoho Finance Plus

Lesson 1.1: What is Zoho Finance Plus?

Lesson 1.2: Navigating the Finance Plus Suite Dashboard

Lesson 1.3: Understanding the Unified Ecosystem

Chapter 2: Getting Started and Core Setup

Lesson 2.1: Creating Your Organization and Setting Preferences

Lesson 2.2: Configuring Taxes and Compliance Settings

Lesson 2.3: Adding Currencies, Banks, and Payment Gateways

Chapter 3: Zoho Books – Core Accounting

Lesson 3.1: Chart of Accounts and General Ledger Setup

Lesson 3.2: Managing Customers and Vendors

Lesson 3.3: Creating and Managing Invoices, Bills, and Payments

Lesson 3.4: Bank Reconciliation and Expense Management

Chapter 4: Zoho Inventory – Products and Stock

Lesson 4.1: Adding and Categorizing Products and Services

Lesson 4.2: Managing Warehouses, Batches, and Serial Numbers

Lesson 4.3: Handling Purchase Orders, Sales Orders, and Shipments

Lesson 4.4: Inventory Adjustments and Stock Control Best Practices

Chapter 5: Zoho Expense – Business Expense Management

Lesson 5.1: Recording and Categorizing Expenses

Lesson 5.2: Automating Expense Reporting and Approvals

Lesson 5.3: Corporate Card Management and Integrations

Chapter 6: Zoho Subscriptions – Recurring Billing

Lesson 6.1: Creating Subscription Plans and Pricing Models

Lesson 6.2: Managing Customer Subscriptions and Trials

Lesson 6.3: Automating Renewals, Upgrades, Downgrades, and Cancellations

Lesson 6.4: Handling Payment Failures and Dunning Management

Chapter 7: Zoho Checkout – Online Payments

Lesson 7.1: Designing Payment Pages

Lesson 7.2: One-Time vs Recurring Payments

Lesson 7.3: Integrating Checkout with Other Zoho Apps

Chapter 8: Reporting, Analytics, and Insights

Lesson 8.1: Financial Reports and Statements (P&L, Balance Sheet, Cash Flow)

Lesson 8.2: Business Insights with Zoho Analytics Integration

Lesson 8.3: Custom Reports and Automated Scheduling

Chapter 9: Collaboration and Automation

Lesson 9.1: Role-Based Access, Approvals, and Workflow Automation

Lesson 9.2: Notifications, Reminders, and Follow-Ups

Lesson 9.3: Vendor and Customer Portals

Chapter 10: Integrations Across Zoho Suite

Lesson 10.1: Integrating Zoho CRM with Finance Plus

Lesson 10.2: Linking Finance Plus with Zoho Projects and Zoho People

Lesson 10.3: Marketplace Integrations with Third-Party Apps

Chapter 11: Security, Compliance, and Governance

Lesson 11.1: Data Security and User Access Control

Lesson 11.2: GDPR, Regional Compliance, and Audit Logs

Lesson 11.3: Backup, Recovery, and Data Continuity

Chapter 12: Final Setup and Best Practices

Lesson 12.1: Final Setup Checklist for Finance Plus Deployment

Lesson 12.2: Best Practices for Finance Operations and Workflow Efficiency

Lesson 12.3: Ongoing Learning Resources and Zoho Support

Lesson 12.4: Scaling Finance Plus as Your Business Grows

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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.