About Trainer Profile & Experience - Mr. Mayur soni is a seasoned Functional Consultant with over 7 years of rich industry experience, having worked with top-tier multinational corporations. He holds deep expertise in Accounting software like SAP, Tally Prime, Busy, Marg ERP 9, Zoho books ,Quick books etc, delivering practical business solutions across diverse sectors. A passionate trainer and mentor, Mr. Mayur has successfully trained 3,000+ students, freelancers, and working professionals, empowering them with real-time SAP skills and industry-relevant insights.

This course is designed for accounting professionals, business owners, and students who want to gain practical knowledge of Zoho Books, one of the leading cloud-based accounting software used in India and globally. From basic setup to advanced GST return filing, automation, and financial reporting – this course covers all the essential tools and real-life business use cases.

Whether you're managing your own business or working as an accountant, this course will equip you to confidently manage accounts, file GST returns, and automate bookkeeping processes using Zoho Books.

🧠 Course Syllabus:

📘 Module 1: Introduction to Zoho Books

• What is Zoho Books?

• Key features and advantages over traditional accounting software

• Pricing plans and free trial

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🔧 Module 2: Setting Up Your Zoho Books Account

• Creating your company profile

• Choosing financial year and base currency

• Adding users and roles

• Configuring taxes (GST) and preferences

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💳 Module 3: Chart of Accounts & Opening Balances

• Understanding Chart of Accounts

• Adding/editing ledgers

• Entering opening balances

• Importing data from Excel or other software

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🧾 Module 4: Sales Management

• Creating customers

• Creating and sending professional invoices

• Sales orders, delivery challans & recurring invoices

• Collecting payments (manual & online gateway integration)

• Sales returns and credit notes

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📥 Module 5: Purchase Management

• Creating vendors/suppliers

• Recording purchase bills and expenses

• Purchase orders and vendor payments

• Purchase returns and debit notes

• Expense categorization

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📦 Module 6: Inventory Management

• Enabling inventory in Zoho Books

• Creating items and SKU codes

• Managing stock in and out

• Batch tracking and stock adjustment

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📈 Module 7: Bank Integration & Reconciliation

• Linking your bank accounts and payment gateways

• Automatic and manual reconciliation

• Bank rules and transaction matching

• Importing bank statements

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💰 Module 8: GST Setup and Return Filing

• Enabling GST for your organization

• Creating GST-compliant invoices

• Generating GSTR-1, GSTR-3B, GSTR-9 reports

• Exporting GST reports for online portal filing

• Input tax credit reconciliation

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📊 Module 9: Reports and Analysis

• Profit & Loss, Balance Sheet, Cash Flow

• Tax Summary, Trial Balance

• Customer & Vendor reports

• Scheduled reports and email automation

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🔄 Module 10: Automation and Workflow Setup

• Setting up workflow rules and alerts

• Recurring transactions and auto-reminders

• Payment gateway integration

• Zoho Books mobile app usage

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🌍 Module 11: Zoho Ecosystem & Third-Party Integrations

• Integration with Zoho CRM, Zoho Inventory, Zoho Payroll

• Integration with third-party platforms like Shopify, Razorpay, ICICI Bank

• APIs and automation basics for developers

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🧪 Module 12: Industry-Specific Use Cases & Practical Assignments

• Real-life accounting scenarios for:

  • Freelancers

  • Retail businesses

  • Service providers

  • E-commerce

• Assignment: Full project walkthrough with GST return

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🎓 Course Features:

• 📼 Pre-recorded HD videos in Hindi/English

• 💡 Practical assignments with sample data

• 📁 Downloadable notes & GST templates

• 🎯 Quizzes and certificate of completion

• 🧑‍🏫 Live doubt sessions (optional/add-on)

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🔚 Who Should Enroll:

• Accounting & finance students

• Small business owners & entrepreneurs

• Tax practitioners and freelancers

• Anyone interested in cloud accounting

 

After completing Also you will get -

 

1. Project Files for Practice 

2. Related Documents & Digital Book

3. Get What’s App Access (Pin a Message on +91 8168332413)

4. Live Doubts Clarification & Community Assistance

5. Free Workshop on Latest Updates

6. Lifetime Videos Access

7. Software Installation Support (Assistance)

8.  Certification (Authentic Certification)

9. Job Assistance on Regular Basis