-
Day 1: Introduction to Zoho Books
-
Dashboard overview
-
Benefits of using Zoho Books for small businesses
-
Account setup & initial settings
-
Day 2: Organization and Contacts
-
Company info, preferences & users
-
Creating customers and vendors
-
Contact persons and CRM sync
-
-
Day 3: Sales Module
-
Creating items (products/services)
-
Estimates, sales orders, and invoices
-
Payment collection and reminders
-
Credit notes
-
-
Day 4: Purchase Module
-
Creating purchase orders & bills
-
Vendor credits and bill payments
-
Expense recording and reimbursement
-
-
Day 5: Banking & Reconciliation
-
Bank feed setup
-
Bank and cash transactions
-
Reconciliation process
-
-
Day 6: Taxes & Reporting
-
Tax configuration (GST/VAT)
-
Setting up default taxes
-
Financial reports overview
-
Audit Trail, GST reports, Profit & Loss
-
-
Day 7: Automation & Integrations
-
Workflow automation
-
Email templates
-