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Zoho
Books
Practical. Hands-on. Career-ready

Zoho Books Training

Master Zoho Books from basics to advanced level and become confident in managing real business finances like a professional.

Hands-On Training Practical Accounting Certificate of Completion
Beginner to Advanced Practical Exercises Certificate Awarded Lifetime Access
Zoho
Authorized Partner

What You Will Learn in Zoho Books Training

Company Setup

Set up organizations, preferences, users and customization.

Chart of Accounts

Create, customize and manage your chart of accounts.

Sales Management

Create invoices, manage customers and sales workflows.

Purchases & Bills

Record bills, manage vendors and purchase transactions.

Banking & Reconciliation

Connect bank accounts and reconcile transactions.

Reports & Analytics

Generate financial reports and analyze performance.

Inventory Management

Track inventory, manage items and stock adjustments.

Settings & Automation

Workflow rules, automation and advanced settings.

Course Outline

Introduction to Zoho Books Overview, navigation and key features
Company Setup & Preferences Organization profile, users, roles and settings
Chart of Accounts & Items Accounts, items, units, taxes and price lists
Sales Management Customers, quotes, invoices and payments
Purchases & Expense Management Vendors, bills, expenses and payments
Banking & Reconciliation Bank feeds, statements and reconciliation
Reports & Dashboards P&L, balance sheet, cash flow and more
Advanced Features & Best Practices Automation, workflows and productivity tips

Who Should Attend?

  • Accountants & Bookkeepers
  • Business Owners & Entrepreneurs
  • Finance Officers
  • Students & Fresh Graduates
  • Anyone who wants to master Zoho Books
Duration:2 Days (Intensive)
ModeOnline / In-Person
Certificate:Yes
SupportPost Training Support

Why Learn Zoho Books?

  • Cloud-based & easy to use
  • Automate accounting processes
  • Real-time financial insights
  • Improve accuracy and productivity
  • Increase career opportunities
CPA David Ndiritu Mwangi
Your Trainer

CPA David Ndiritu Mwangi

CPA-K | Tax Consultant | Trainer

Experienced accountant and trainer helping professionals and business owners master modern accounting tools.

What Our Students Say

The Zoho Books training was very practical and easy to understand. I now handle my company books with confidence.

★★★★★
Faith Wanjiku Accountant, Nairobi

Excellent training! The hands-on exercises helped me understand real business transactions in Zoho Books.

★★★★★
Michael Otieno Finance Officer

I highly recommend this training. Very detailed and the support after training is top-notch.

★★★★★
Caroline Mutua Business Owner

Ready to Master Zoho Books?

Join our practical training and take your accounting skills to the next level.