ZOHO BOOKS TRAINING

Simplify Your
Business Accounting GST Compliance Financial Operations Automated Bookkeeping
with Zoho Books

Learn to manage invoices, GST compliance, banking, inventory, and financial reporting through practical Zoho Books training designed for finance teams and growing businesses.

GST Ready Banking Inventory Automation
Invoice Created
Pending
Payment Received
Pending
GST Filed
Pending
Expense Approved
Pending
Bank Reconciled
Pending
Financial Reports
Pending
Format
Live
Delivery
Online / On-site
GST
Compliance Ready
Audience
Finance Professionals
Audience

Who Is This For?

Businesses adopting Zoho Books
Finance Professionals
GST Compliance Teams
SMEs & Growing Businesses
Curriculum

Accounting Workflow Modules

Bookkeeping
  • Chart of Accounts
  • Journal Entries
  • Opening Balances
Sales
  • Estimates & Invoices
  • Payment Gateways
  • Customer Portals
Purchases
  • Vendor Bills
  • Purchase Orders
  • Expense Tracking
GST
  • GST Configuration
  • GSTR-1, GSTR-3B
  • E-Invoicing
Inventory
  • Item Groups
  • Stock Adjustments
  • Landed Costs
Banking
  • Bank Feeds
  • Reconciliation
  • Rules Automation
Reports
  • P&L, Balance Sheet
  • Custom Reports
  • Dashboard Config
Skills

What You'll Learn

Customer & Vendor Management

Effectively manage your CRM within Zoho Books for seamless relationships and transaction history.

Invoicing & Billing

Automate your entire receivables workflow with recurring invoices, payment links, and reminders.

GST Configuration & Filing

Master Indian tax compliance by setting up proper GST, generating E-Way bills, and pushing returns directly.

Banking & Reconciliation

Connect multiple bank accounts, map feeds, set up matching rules, and eliminate manual entry.

Inventory Management

Track stock levels in real time, set reorder points, and manage composite items and bundles.

Financial Reports

Generate robust financial statements, track profitability, and customize tags for dimensional reporting.

Advantage

Traditional Accounting vs Zoho Books

Traditional Accounting

  • Manual GST compilation
  • Excel Tracking for Inventory
  • Duplicate Data Entries
  • Delayed Bank Recon

Zoho Books

  • Automated GST Returns
  • Real-time Stock Sync
  • End-to-end Automation
  • Direct Bank Feeds
Practical Approach

Hands-On Learning Experience

Invoice
Payment
GST
Reports

You won't just watch videos — you will actively map complete financial workflows.

Value Proposition

Why Train With Us?

Practical Training
GST Compliance Focus
Real Business Scenarios
Corporate Batch Training
Live Instructor Support
Post-Training Assistance
FAQ

Frequently Asked Questions

Is prior accounting knowledge required?

A basic understanding of accounting principles (like debits, credits, assets, and liabilities) is helpful but not strictly required. We guide you through how Zoho Books handles these concepts naturally.

Is Indian GST covered in detail?

Yes. A significant portion of the training focuses on configuring Zoho Books for Indian GST, including E-Invoicing, E-Way bills, generating GSTR-1 & GSTR-3B, and direct filing.

Is the training practical?

Absolutely. You will be practicing on actual Zoho Books environments using real-world business scenarios, from initial setup to final year-end closing.

Can entire corporate teams be trained together?

Yes, we offer customized corporate batches designed specifically to match your company's workflows and industry requirements.

Is online delivery available?

Yes, we offer both live online sessions via virtual classrooms, as well as on-site corporate training based on your preference.

Do you provide certificates upon completion?

Yes, all participants receive a Kshipra Academy Certificate of Completion acknowledging their proficiency in Zoho Books operations.

Take Action

Transform Your Financial Operations
with Zoho Books

Equip your finance teams with practical Zoho Books skills to streamline accounting, improve compliance, and automate day-to-day financial operations.