This is where Cloud Accounting’s Zoho Books Training becomes a game-changing solution. Our training is designed to help you understand every essential and advanced feature of Zoho Books in a clear, practical, and step-by-step way. Whether you’re just getting started or you’ve already used Zoho Books for years, our training helps you unlock the full potential of the platform.
Why Most Businesses Struggle with Zoho Books
Zoho Books is powerful, but without proper guidance, many users face challenges like:
- Confusing VAT setup
- Wrong chart of account
- Messy bank reconciliation
- Manual work that should be automated
- Unorganised customer/supplier data
- Duplicate entries from imports
- Missing or inaccurate reports
- Difficulty understanding inventory movements
- Poor financial visibility
These issues don’t come from the software—they come from incomplete understanding. Cloud Accounting solves this with expert-led training tailored to your business needs.
What Cloud Accounting’s Zoho Books Training Covers
We cover everything you need to confidently manage your accounting with Zoho Books—from setup to automation.
- Zoho Books Setup & Custom Configuration
A proper setup ensures long-term accuracy. We teach you:
- How to create your organisation profile
- Setting financial years, currencies & tax preferences
- Importing contacts, items & opening balances
- Choosing the right chart of accounts
- Setting user roles & access permissions
- Customising invoice templates with branding
- Enabling essential modules
This builds a solid foundation for your accounting system.
- Managing Sales, Invoices & Customer Payments
Learn how to organise your sales process professionally:
- Creating invoices, estimates and delivery notes
- Handling customer advances & credits
- Setting up recurring invoices
- Recording partial or full payments
- Sending automatic reminders
- Tracking overdue invoices
- Understanding customer aging reports
This module helps you improve cash flow and speed up payments.
- Handling Purchases, Bills & Vendors
Our training shows you how to track business expenses efficiently:
- Creating bills, purchase orders & vendor credits
- Using auto-scan to record receipts
- Categorising expenses properly
- Handling recurring supplier payments
- Managing vendor details
- Tracking unpaid bills
- Reviewing vendor statements
This keeps your expense records clean, accurate, and audit-ready.
- Bank Integration, Feeds & Reconciliation
Banking automation saves hours every week. We guide you through:
- Connecting bank accounts & cards
- Downloading transactions automatically
- Creating bank rules to automate categorisation
- Matching transfers & deposits
- Spotting unmatched entries
- Performing clean, fast reconciliation
After this module, your month-end reconciliation becomes effortless.
- VAT Setup & Tax Compliance
VAT mistakes can lead to penalties, but we teach you how to stay compliant:
- Configuring VAT settings
- Understanding VAT codes in Zoho Books
- Recording VAT on purchases & sales
- Handling zero-rated, exempt & reverse charge transactions
- Generating VAT return reports
- Preparing digital VAT submissions
This helps you avoid costly compliance errors.
- Inventory & Item Management
Essential for retailers, wholesalers, and eCommerce sellers:
- Creating item lists and categories
- Tracking item quantities in real time
- Recording stock adjustments
- Understanding purchase & sales cycles
- Calculating COGS & margins
- Reviewing inventory valuation reports
You’ll manage stock with precision and avoid over/understock issues.
- Workflow Automation & Productivity Tools
Zoho Books can automate 40–60% of your daily accounting tasks. We teach:
- Recurring invoices & expenses
- Approval workflows
- Automatic reminders
- Automated categorisation
- Custom rules for specific workflow
- Document scanning & auto-entry
These features save time and reduce manual errors dramatically.
- Using Financial Reports to Make Smarter Decisions
We help you understand the most important financial reports:
- Profit & Loss
- Balance Sheet
- Taxes
- Cash Flow
- Sales & Expense breakdown
- Vendor & customer aging
- Inventory valuation
- Project profitability
These insights help you manage your business with clarity.
Training Options at Cloud Accounting
We provide multiple formats so you can learn in the way that suits you best:
✔ Online Live Training
Interactive and easy to attend from anywhere.
✔ One-to-One Training
Personalised for your business model.
✔ Onsite Corporate Training
Ideal for larger teams and companies.
✔ Specialised Industry Training
For eCommerce, agencies, nonprofits, retail, construction, and more.
✔ Team Workshops
Perfect for standardising accounting processes across departments.
Why Cloud Accounting Is the Best Choice for Zoho Books Training
Businesses love our training because we provide:
✔ Certified Zoho Books trainers
✔ Real-world accounting knowledge
✔ Hands-on learning with live demonstrations
✔ Custom workflows based on your industry
✔ Affordable and flexible training packages
✔ Post-training support for all participants
✔ Practical guidance instead of just theory
We don’t just teach the software—we help you build a better accounting system.
What You Will Achieve After Completing the Training
By the end of Cloud Accounting’s Zoho Books Training, you will be able to:
- Run your entire accounting system independently
- Keep accurate, clean, and organised financial records
- Automate repetitive work to save time
- Reconcile bank accounts with confidence
- Manage VAT properly and stay compliant
- Track income, expenses, and cash flow clearly
- Use data to make smarter business decisions
- Maintain books that are always audit-ready
Cloud Accounting equips you with the knowledge and skills needed to control your finances confidently and efficiently.