Sinet Zoho Books Course Contents
1. Introduction to Zoho Books and Company creation
Sign up and sign in to Zoho Books, Create a Company, Create a Chart of Accounts, Create Sub-Accounts, Edit and Delete Accounts, Enter Opening Balance to Chart of Accounts
2. Journal Entries in Zoho Books
Secondary Ledger Creation, Entering day to day Transactions, Adjust base Currency
3. General Journal with Adjustments
Credit Purchase and Credit Sales, Accrual and cash Reporting method of Transactions, Effect of adjustment entries in final accounts, Adjustments with expense, Income, Assets, Creditors and Debtors
4. Financial Reports
Trail balance, Trading Profit & Loss Accounts, Balance Sheet, Cash Flow Statement, How to customize Reports, Filtered by period, Tags, Trends in Graphical Dashboards.
5. Creation of customers and vendors. Basic inventory in Zoho Books
Customer and Vendor creation, Setup of Stock Items, Record Transactions for Customers/Vendors, Link Customer and Vendor, Customer Credit Limit, reports, item preference
6. Bills & Invoices, Returns, Payments & Receipts
Create Bill, Basic Functions in Bills, Record Payment, Bill Preferences, and Functions in Vendor Credits, Create Invoice, Import Invoices, and Invoice Preferences, Create Credit Note, Credit Note Preferences, Payments Received, Functions in Payments Received.
7. Advance Inventory in Zoho Books
Access Zoho Inventory to Zoho Books, multiple unit creation, unit conversion, additional expense on purchase and sales, discount on purchase and sales.
8. Sales Persons in Invoices
Role of Sales Persons in Invoice, Sales Rep Creation, Reports related to Sales Rep, Commission paid to Sales Rep.
9. Basic Functions in Quotes, Purchase Order & Sales Order in Zoho Books
Quotes, Preferences, Enable & create Purchase Orders & Sales Order, Purchase Orders & Sales Order Preferences, Edit, download, print, delete, export purchase order and sales order
10. Inventory adjustment
Advance Level Inventory, actual and billed quantity, free of item on purchase and sales, quantity adjustment in the case of lost by theft, lost by fire, personal use etc.
11. Enable locations in Zoho Books
Adding additional locations in the company, business and warehouse locations, purchase and sales of goods into different locations, transfer of material from one location to another.
12. Creation of Price List
Creation of price list, multiple price levels for individual items, unit and volume pricing, discount for wholesalers and retailers
13. Enter Budget & Multiple Currencies
Creation of a budget for different types of expenses and incomes, auto filling budget amount. Budget variance report, multiple currency creation, transactions
14. Composite item Creation & Manufacturing of Goods
Composite Item Creation, Kit items, Assembly items, Setting up of Bill of Materials, Inventory Assembly
15. Configure GST in Zoho Books
Configure GST in Zoho Books, intra and interstate of supplies. Gst adjustment entries, Overview of e-Way Bill
16. Zoho Inventory
Advanced-level inventory, stock category creation, item group creation, multiple variance, reorder level
17. Zoho Payroll set up
Access Zoho Payroll in Zoho Books, set up payroll, set up statutory components, salary components
18. Payroll Management in Zoho Books
Creation of salary templates, adding employees, creation of pay runs, approvals for salary revision, payroll journal entries, pay slip downloading
19. Projects, Timesheets & Tasks using Zoho Books
Creation of projects, adding related bills and expenses to projects, project profit and loss report
20. Other features in Zoho Books
Aged payable and receivable summary, inventory valuation reports, imports and exports of reports, GST filing options, customizing reports, changing preferences in settings, transactions locking
* Each Session include:
Faculty training, Lab Practice, Lab Exercises and Portal based assignments.
* Sinet Education reserved the right to alter the course contents, offers, price, certificates etc.