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Master Zoho Books: Analyze, Manage & Automate Accounting · LearnSpace
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Master Zoho Books: Analyze, Manage & Automate Accounting

Курс от EDUCBA
Начальный≈ 11.8 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Build practical cloud accounting skills with Zoho Books and learn to manage accurate, efficient financial workflows. You’ll begin with SaaS accounting fundamentals and debit-credit principles before configuring your organization, account features, security controls, branding, currencies, templates, opening balances, and user permissions. Through step-by-step, real-workflow instruction, you’ll navigate the Zoho Books dashboard, interpret key financial metrics, and organize products, items, contacts, and projects. You’ll connect bank feeds, track transactions, and manage sales and purchase workflows involving estimates, sales orders, retainer invoices, purchase orders, bills, vendor expenses, and recurring expenses. As you progress, you’ll apply journal adjustments and accountant tools, record timesheets, manage project billing methods, and interpret financial reports to evaluate business performance and support informed decisions. Designed for freelancers, small-business professionals, accounting learners, and finance team members, this course connects bookkeeping principles with realistic SaaS accounting scenarios. Enroll to confidently manage, analyze, and automate everyday accounting operations using Zoho Books.

Навыки, которые вы освоите

Accounting SoftwareExpense ManagementBookkeepingFinancial ReportingAccountingSoftware As A ServiceBillingSecurity ControlsAccounting and Finance SoftwareOrder ManagementManagement ReportingGeneral AccountingOrder EntryBalancing (Ledger/Billing)Small Business AccountingStandard Accounting PracticesProject AccountingLedgers (Accounting)Accounting RecordsBusiness Reporting

Программа курса

5 модулей · 67 учебных материалов

01Foundations of Cloud-Based Accounting11 материалов

Understanding SaaS Accounting Fundamentals

Introduction to SAAS based AccountingВидеоDebit and CreditВидеоOverview of SAAS based AccountingВидеоUnderstanding SaaS Accounting FundamentalsЗадание

Getting Started with Zoho Books Setup

Учитесь у экспертов

EDUCBA

Преподаватель курса

Master Zoho Books: Analyze, Manage & Automate Accounting
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Обучение на Coursera

≈ 11.8 ч

5 модулей

Язык: Английский

Часть программы вашего университета
Manage Multiple ProjectsВидео
Pricing and ActivationВидео
Pricing and Activation ContinuesВидео
Getting Started with Zoho Books SetupЗадание
Applying SaaS Accounting Principles During Initial Zoho Books SetupDIALOGUE
Foundations of Cloud-Based AccountingЗадание
Guiding a Small Business into SaaS Accounting with Zoho BooksDIALOGUE
02Navigating and Configuring Zoho Books8 материалов

Exploring the Zoho Books Interface

Learn the User InterfaceВидеоUnderstand DashboardВидеоCreate New OrganizationsВидеоExploring the Zoho Books InterfaceЗадание

Essential Security and Branding Settings

Two Factor AuthenticationВидеоBranding - Portal SettingsВидеоEssential Security and Branding SettingsЗаданиеNavigating and Configuring Zoho BooksЗадание
03Mastering Core Accounting Setup15 материалов

Opening Balances and User Controls

Opening BalancesВидеоOpening Balances ContinuesВидеоOpening Balances AdjustmentВидеоUsers and RolesВидеоOpening Balances and User ControlsЗадание

Customizing System Preferences

Basic General SettingsВидеоPreferences and CurrenciesВидеоWorking on TemplatesВидеоCustomizing System PreferencesЗадание

Managing Products, Items & Contacts

Working with ProductsВидеоWorking with ItemsВидеоWorking with ContactsВидеоWorking with Contacts ContinuesВидеоManaging Products, Items & ContactsЗаданиеMastering Core Accounting SetupЗадание
04Sales, Purchases & Banking Operations20 материалов

Banking and Sales Transactions

Working with BankingВидеоAdding Banks and Payment PolicyВидеоWorking with SalesВидеоBanking and Sales TransactionsЗадание

Estimates, Sales Orders & Retainers

Working on EstimatesВидеоWorking on Estimates ContinuesВидеоRetainer InvoicesВидеоSales OrderВидеоPayment for RETВидеоAll Retainer InvoicesВидеоApply RetainerВидеоEstimates, Sales Orders & RetainersЗадание

Purchase Cycle Management

Working with PurchasesВидеоWorking with Purchases ContinuesВидеоRecurring ExpensesВидеоPurchase OrdersВидеоWorking with BillsВидеоPayment ModeВидеоPurchase Cycle Management
05Advanced Accounting, Time Tracking & Reporting13 материалов

Advanced Accounting Tools

Working with AccountantВидеоWorking with Accountant ContinuesВидеоAdvanced Accounting ToolsЗадание

Timesheets and Project Tracking

Timesheet and ProjectsВидеоWebsite Designing - TimesheetВидеоNew Log EntryВидеоNew Project -TimesheetВидеоTimesheets and Project TrackingЗадание

Reports & Course Wrap-Up

Working with ReportsВидеоConclusionВидеоReports & Course Wrap-UpЗаданиеAdvanced Accounting, Time Tracking & ReportingЗаданиеGuiding a Client Through Full Zoho Books Implementation and Workflow OptimizationDIALOGUE
Задание
Sales, Purchases & Banking OperationsЗадание