Zoho Books

Course curriculum

Introduction to Zoho Books

• What cloud accounting changes compared with a desktop package
• Where Zoho Books fits alongside Tally and other tools
• Plans, user roles and access control
• The dashboard, and what each widget is telling you

Company setup

• Organisation profile, fiscal year and base currency
• Chart of accounts and account types
• Entering opening balances correctly
• Tax settings and multi-currency
• Users, roles and approval permissions
• Branding invoice and estimate templates

Sales and invoicing

• Customer records and contact persons
• The quote to sales order to invoice flow
• Recurring invoices and payment terms
• Credit notes and write-offs
• Online payment links and payment gateways
• Customer statements and automated reminders

Purchase management

• Vendor records and vendor credits
• Purchase orders and goods receipt
• Bills, expenses and receipt capture
• Recurring bills and payment scheduling
• Matching bills against purchase orders

Banking and reconciliation

• Connecting bank and credit card accounts
• Importing statements and mapping fields
• Auto-categorisation rules that cut manual work
• Matching transactions and reconciling a period
• Investigating and clearing unmatched entries

GST compliance

• GST settings, registration type and place of supply
• Applying GST rates to items and services
• Reverse charge and exempt transactions
• Generating GSTR-1 and GSTR-3B data from Zoho Books
• E-invoicing and e-way bill basics
• The end-to-end filing workflow

Reports and dashboards

• Profit and loss, balance sheet and cash flow statement
• Receivable and payable ageing summaries
• Sales by customer, item and salesperson
• Custom reports and saved filters
• Scheduling reports and sharing them with stakeholders

Mobile app usage

• Capturing an expense and its receipt on a phone
• Raising and sending an invoice on the move
• Approvals and notifications
• Offline behaviour, and how syncing resolves conflicts

Frequently asked questions

How long is the Zoho Books program?

1.5 Months. Delivered in Online/Offline format.

Who is eligible for the Zoho Books program?

Open to commerce / science graduates and working professionals; basic computer literacy required.

Does CELSE Labs provide placement assistance for Zoho Books?

Placement support is available case-by-case; please contact admissions.

Is a scholarship available for Zoho Books?

No standing scholarship; however the admissions team can discuss fee plans.

Is an internship included in Zoho Books?

Internship is available as an add-on for qualifying students.

Is Zoho Books NSDC certified?

Yes. CELSE Labs is an NSDC-certified training partner; all programs, including this one, follow NSDC quality standards and include an industry-recognised completion certificate.

About CELSE Labs

CELSE Labs — the Centre for Experiential Learning and Skill Enhancement — is an NSDC-certified, ISO 9001:2015 accredited skill training institute and an Approved Training Partner of Medhavi Skills University. We work with commerce graduates, career changers and working professionals across Kerala who want a job in accounting, finance, compliance or data, and who need practical capability rather than another certificate.

Our training is experiential rather than lecture-based. Instead of textbook exercises, trainees operate the books, bank account, invoices and internal correspondence of simulated companies — M & M Technologies, Toy Kingdom and PetalSoft — where transactions arrive incomplete, out of order and occasionally wrong, exactly as they do in a real office. Trainees learn judgement by making decisions and correcting them, which is the part of the work that cannot be transferred by explanation.

Teaching is one-to-one, so pace follows the learner rather than a cohort. New batches start every Wednesday at both centres. Scholarships of up to 30% are available through a free online scholarship test, and our placement record includes 36+ named alumni at HDFC, ICICI, Bajaj Finserv, Kotak Mahindra, Big Basket, Ford, Amrita Hospital and JRHA Accounting in the UAE.

Visit us at Edappally in Kochi or Mavoor Road in Kozhikode, or call +91 8007 980 000 to arrange a free counselling session.