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Path to Zoho Books

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Beginner

Introduction to Zoho Books: Foundations of Cloud Accounting

Learn the essentials of Zoho Books — set up your organisation, manage contacts, record transactions, and understand core accounting workflows.

  • Set up and configure a Zoho Books organisation from scratch
  • Record sales, purchases, and bank transactions confidently
  • Generate basic financial reports and reconcile accounts
A$49 Enrol Now
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Advanced

Master Zoho Books: Analyze, Manage & Automate Accounting

Go beyond the basics — leverage advanced reporting, workflow automation, inventory management, and multi-currency accounting in Zoho Books.

  • Build custom reports and dashboards for financial analysis
  • Automate recurring invoices, payment reminders, and workflows
  • Manage inventory, projects, and multi-currency transactions
A$89 Enrol Now
Learning Outcomes

What you'll achieve

Each course delivers measurable, job-ready competencies aligned with modern accounting workflows.

Introduction to Zoho Books

  • Understand core SaaS-based accounting principles and debit/credit fundamentals
  • Navigate the Zoho Books interface, dashboard, and key features
  • Set up organizations, enable two-factor authentication, and configure branding
  • Manage opening balances, users, roles, and general preferences
  • Configure templates, currencies, products, items, and contacts

Master Zoho Books

  • Configure and manage organizations, contacts, items, currencies, and security features
  • Process sales, purchases, banking, projects, and journal adjustments using real-world workflows
  • Generate and analyze advanced financial reports for data-driven business decisions
  • Automate recurring transactions, bank feeds, and vendor credit workflows
  • Master project billing, time tracking, and multi-entity accounting
Curriculum

Deep dive into every module

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40 Videos 18 Assignments
Curriculum Matrix

Compare the courses

Topic
Foundation $49
Most Popular Master $129
SaaS Accounting Fundamentals
Zoho Books Interface & Dashboard
Organization Setup & Security
Opening Balances & User Roles
Templates, Products & Contacts
Sales Orders & Invoicing
Purchase Orders & Bill Management
Banking Feeds & Reconciliation
Recurring Transactions & Automation
Project Accounting & Time Tracking
Advanced Financial Reporting
Journal Adjustments
Shareable Certificate
Full Professional Certification
Competency Map

Skills you'll gain

Foundation Course

Bookkeeping Cloud Accounting Zoho Books Setup Financial Fundamentals Organization Management SaaS Accounting

Master Course

Invoicing Business Reporting Expense Management Project Accounting Banking Automation Financial Reporting Order Management Product Automation Billing & Invoicing Ledgers
John Mitchell - Zoho Certified Trainer
Know Your Trainer

John Mitchell

Certified Zoho Books Consultant & Accountant

With over 12 years of experience in cloud accounting and financial management, John specialises in helping businesses implement and optimise Zoho Books. His hands-on approach and real-world insights guide thousands of accounting professionals to mastery.

  • Zoho Certified Professional
  • Chartered Accountant (CA)
  • 10,000+ Students Trained Worldwide