Certified zoho finance professional
Online Training Courses
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Learners enrolled
Online Training Courses
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Learners enrolled
Learn organization setup, chart of accounts, taxation, customers and vendors, invoicing, banking, reconciliation, financial reporting, project accounting, automation, multi-currency accounting, integrations, and advanced accounting workflows.
Learn organization setup, chart of accounts, taxation, customers and vendors, invoicing, banking, reconciliation, financial reporting, project accounting, automation, multi-currency accounting, integrations, and advanced accounting workflows.
Course Modules
Zoho Books
Introduction to the Zoho Finance Ecosystem
- What Is Zoho Books?
- Benefits of Cloud-Based Accounting
- Compliance Features
- Zoho Books Pricing and Plans
Organization Setup and Configuration
- Creating a New Organization
- Configuring Company Details
- Fiscal Year Configuration
- Tax Settings
- Currency Configuration
- Opening Balances
- User Roles and Permissions
Chart of Accounts and Tax Configuration
- Understanding the Chart of Accounts
- Account Types
- Creating and Managing Accounts
- Managing Existing Accounts
- Tax Configuration in Detail
Customers, Vendors, and Item Management
- Contact Management Overview
- Creating Customer Profiles
- Creating Vendor Profiles
- Customer and Vendor Portals
- Item Management
- Price Lists
- Bulk Import of Contacts and Items
Sales and Purchase Transactions
- The Sales Transaction Lifecycle
- Creating Estimates and Quotes
- Sales Orders
- Creating Invoices
- Purchase Orders
- Bills and Vendor Payments
- Credit Notes and Debit Notes
Payments, Refunds, and Recurring Transactions
- Recording Payments Received
- Recording Payments Made
- Processing Refunds
- Recurring Invoices
- Retainer Invoices
Banking Operations and Reconciliation
- Bank Account Setup
- Automatic Bank Feeds
- Manual Bank Statement Import
- Transaction Matching and Rules
- The Reconciliation Workflow
- Reconciliation History
Financial Reporting and Analytics
- Overview of Zoho Books Reports
- Profit and Loss Statement
- Balance Sheet
- Cash Flow Statement
- Trial Balance
- Custom Reports and Scheduled Reporting
- Accounts Receivable and Payable Aging Reports
Detailed Tax Configuration: GST, VAT, and Sales Tax
- India GST Configuration: A Comprehensive Walkthrough
- US Sales Tax Configuration
- EU/UKVAT Configuration
Multi-Currency Accounting Deep Dive
- Exchange Rate Management
- Recording Multi-Currency Transactions
- Realized Exchange Gains and Losses
- Unrealized Exchange Gains and Losses
- Multi-Currency Financial Reports
Zoho Payroll
Introduction to Zoho Payroll
- Why Payroll Matters in the HR Ecosystem
Payroll Setup Fundamentals
- Organization Configuration
- Work Locations
- Pay Schedules
- Employee Onboarding to Payroll
Salary Structure and Components
- Types of Salary Components
- Salary Templates
- Component Calculation Formulas
- CTC Breakdown: From Offer to Payslip
- Departments, Designations, and Cost Centers
- Salary Revisions and Increment Processing
- Supplementary Pay Runs
Statutory Compliance and Tax Operations
- Provident Fund (PF)
- Employee State Insurance (ESI)
- Professional Tax (PT)
- Income Tax (TDS)
- Provident Fund: Deep Dive
- ESI: Detailed Rules and Scenarios
- Professional Tax: State-Wise Rate Tables
- Income Tax: Oldvs. New Regime Detailed Comparison
- Labour Welfare Fund (LWF)
- Multi-Country Compliance Concepts
- Income Tax: Section80CInvestments Detailed Guide
- TDS Calculation Methodologyin Zoho Payroll
- Payroll Compliance Automation
Pay-Run Execution and Disbursement
- Pay-Run Lifecycle
- Salary Processing Details
- Handling Arrears
- Payslip Generation
- Bank-Transfer File Generation
- Bank-Specific File Formats
- Payslip Customization
- Payslip Distribution and Employee Acknowledgment
Reimbursements
- Types of Reimbursements
- Reimbursement Workflow
Loans and Salary Advances
- Loan Types
- Setting Up a Loan in Zoho Payroll
- Prepayment and Loan Closure
Year-End Processing
- Year-End Checklist
- Form 16 Generation
Full and Final Settlement
- FnF Components
- FnF Process in Zoho Payroll
Employee Self-Service Portal
- Payslip Access
- Tax Declarations
- Investment Pro of Submission
- Form 16 and Tax Documents
- Form 12BB
- Employee Self-Service Portal: Advanced Feature
Cross-Application Integration
Connecting Books with Invoice
- Integration Overview
- Setup Steps
- Data Flow: Invoice-to-Books
- Payment Reconciliation
- Common Scenarios
- Troubleshooting
Connecting Books with Expense
- Integration Overview
- Setup Steps
- Data Flow: Expense Report Sync
- Journal Entries and Expense Accounting
- Common Scenarios
- Troubleshooting
Connecting Books with Inventory
- Integration Overview
- Setup Steps
- Data Flow: Stock Movement to Accounting
- COGS Tracking
- Inventory Valuation in Financial Statements
- Common Scenarios
- Troubleshooting
Connecting Invoice with Expense
- Integration Overview
- Setup Steps
- Data Flow: Project-Based Expense Invoicing
- Client Billing Workflows
- Common Scenarios
- Troubleshooting
Connecting Invoice with Inventory
- Integration Overview
- Setup Steps
- Data Flow: Inventory Items in Invoices
- Stock Update on Invoicing
- Common Scenarios
- Troubleshooting
Connecting Expense with Inventory
- Integration Overview
- Setup Steps
- Data Flow: Purchase Expense Tracking
- Vendor Payment Management
- Common Scenarios
- Troubleshooting
End-to-End Cross-Application Workflow Example
- Workflow 1: Quote-to-Cash (B2BProduct Sale)
- Workflow 2: Procure-to-Pay with Landed Costs
- Workflow 3: Employee Expense to Client Invoice
- Workflow 4: Month-End Close Process
Certification Exam Preparation
Exam Format and Strategy
- Exam Overview
- Question Types
- Time Management
- Study Strategy
Review Questions by Module
- Zoho Books Questions
- Zoho Invoice Questions
- Zoho Expense Questions
- Zoho Inventory Questions
Scenario-Based Exercises
- Scenario 1: Setting Up a New Company in Zoho Books
- Scenario 2: Creating an Invoice Workflow
- Scenario 3: Expense Policy Design
- Scenario 4: Multi-Warehouse Inventory Setup
- Scenario 5: Cross-Application Integration
Next Steps After Certification
- The Finance Consultant Path
- Zoho Community and Resources
- Zoho Partner Program
- Continuing Education
Select a Batch Timeline
*Note: Please ensure you select both your preferred batch and time slot to confirm your enrollment.
No Upcoming Batches
- Practical expertise in Zoho Books and Zoho Payroll
- Hands-on knowledge of cloud accounting and payroll operations
- Skills to manage invoices, payments, banking, reconciliation, and financial reports
- Understanding of tax configuration, GST, VAT, sales tax, and compliance workflows
- Payroll processing knowledge including salary structures, statutory compliance, pay runs, reimbursements, and settlements
- Exposure to cross-application finance integrations
- Certification exam preparation support
Learn today, lead tomorrow - the journey starts here.
