Zoho Books training for accounts teams, owners and CA staff
At a glance
- ProgrammeAbout 12 hours, 9 modules
- PracticeOn a copy of your own data
- FormatOn-site in Chennai or online
- Spread over2 to 3 weeks
Who it is for
Accounts teams
Business owners
CA firms and article staff
Students, through institutions
Curriculum
- 11.5 h
Set-up and GST configuration
Organisation profile, GSTIN and place of supply, tax rates, HSN/SAC, chart of accounts, opening balances.
- 21 h
Customers, vendors, items and price lists
Contact details, credit terms, item groups, units, customer-wise price lists.
- 32 h
Sales cycle
Quote, sales order, invoice, payment receipt, credit note. E-invoicing (IRN) and e-way bill. Recurring invoices and payment reminders.
- 41.5 h
Purchase cycle
Purchase order, bill, vendor credit, expenses, TDS on payments, payment runs.
- 51.5 h
Banking
Bank feeds and statement import, matching rules, bank reconciliation, handling uncategorised items.
- 61 h
Inventory basics
Stock items, opening stock, adjustments, valuation and low-stock reports.
- 71.5 h
GST reports
GSTR-1 and GSTR-3B summaries, purchase ITC against GSTR-2B, finding and fixing mismatches.
- 81 h
Reports and period close
P&L, balance sheet, ageing, reporting tags, month-end checklist, locking transactions.
- 91 h
Roles, approvals and custom fields
Who can see and do what, approval rules, custom fields and validation.
Every module is done hands-on, on a practice organisation loaded with a copy of your data. Teams leave with their own checklist for month-end.
Formats
On-site in Chennai
Online
One-to-one or group
Spread over 2 to 3 weeks
Follow-up
Example
Client details and figures changed to protect confidentiality.
Request a batch
The enrolment form is loading. If it does not appear, you can reach us directly.
Your details go to Aspara Technologies only, to arrange your batch.
Questions about training
How many hours is the programme?
The standard programme runs 10 to 12 hours, usually spread over 2 to 3 weeks so people can practise between sessions. We shorten or extend it to fit your team and the modules you need.
Do we practise on our own data?
Yes, for teams. We set up a copy of your data in a practice organisation so people work on invoices, bills and bank statements they recognise. Individual batches use sample data.
Do you offer on-site training?
Yes, on-site in Chennai, and online for teams elsewhere. Online sessions are live, with screen sharing, and the practice organisation is the same.
Is there a test at the end?
There is a short assessment at the end of team programmes, so you know who needs another session. We also offer a follow-up Q&A after your first month-end close in Zoho Books.
Is this an official Zoho certification?
No. This is Aspara training on how Indian businesses use Zoho Books day to day. We do not issue Zoho certifications.
Can students or colleges join?
We run sessions with academic institutions through institutional arrangements. Write to us with the institution and batch size and we will tell you what is possible.
We have not bought Zoho Books yet. Can we still attend?
Yes. Many teams attend to decide how to use Zoho Books before they set it up. Zoho gives a free trial period you can use for practice.
Train your team on Zoho Books
Book a call to talk through your team, the modules you need and the format that suits you.
