Zoho Books: Accounting & Bookkeeping In Zoho Books

A beginner's course on all the skills you will need to run your business on Zoho Books.

What you'll learn

The basic principles of accounting and bookkeeping including the double entry system, debits and credits, chart of accounts, balance sheet and income statement

How to sign up for Zoho Books

How to set up your business on Zoho Books

How to create professional documentation such as Quotes, Invoices and Purchase Orders in Zoho Books

How to manage inventory/stock in Zoho books

How to do your business accounting using Zoho Books

Generate, Understand and Analyze the reports created by Zoho Books

Requirements

This course teaches you everything you need to know regarding basic accounting principles and operating the Zoho Books software. All that's required is an internet connection and a hunger for knowledge.

Description

Starting a new business?New to accounting software?This course is for you!Study the fundamentals of the Zoho Books Accounting & Bookkeeping Software, a powerful cloud-based accounting software for businesses of any size. Whether you're an accountant, bookkeeper or a new entrepreneur, this course is designed to help you master the basics and get your accounting system up and running quickly.In this course, you'll learn:The basics of accounting principles, including double entry accounting, balance sheets, income statements, and more.How to sign up for and set up your organization on Zoho Books.A walkthrough of Zoho Books' key features, including inventory, banking, sales, purchases, and accounting reports.Finally, we will complete a follow-along project where you will learn how to set up and run a mock business called "ABC Stationery" on Zoho Books. In this project, you will practice running multiple transactions through the Zoho Books system,  we will also take a deep dive into how these transactions affect the company's balance sheet and income statement.Designed for beginners, this course is perfect for those who are new to accounting, new to Zoho Books, or both. By the end of the course, you'll have the skills and knowledge needed to operate a successful business on Zoho Books.Don't miss out on this opportunity to learn accounting and bookkeeping with Zoho Books. Enroll now and take the first step towards mastering the fundamentals of accounting with Zoho Books!

Overview

Section 1: Welcome

Lecture 1 Course Outline

Lecture 2 Navigating this Course

Section 2: Introduction to Zoho Books

Lecture 3 What is Zoho Books?

Section 3: Basic Accounting

Lecture 4 The Double Entry Accounting System

Lecture 5 Accrual vs Cash Accounting Methods

Lecture 6 The Chart of Accounts

Lecture 7 The Balance Sheet

Lecture 8 The Income Statement (Profit & Loss)

Section 4: Zoho Books Signup

Lecture 9 Zoho Books Website & Features

Lecture 10 Signing Up for Zoho Books

Section 5: Organization Setup

Lecture 11 Organization Setup

Section 6: Zoho Books Walkthrough

Lecture 12 The Dashboard

Lecture 13 Inventory Management (Items)

Lecture 14 Banking

Lecture 15 Sales

Lecture 16 Purchases

Lecture 17 Accountant

Lecture 18 Reports

Section 7: Example Project (Starting & Running a Business Step by Step of Zoho Books)

Lecture 19 Business Setup: Preferences Part 1

Lecture 20 Business Setup: Preferences Part 2

Lecture 21 Creating Professional Documentation: Customizing Templates

Lecture 22 Business Setup: Chart of Accounts

Lecture 23 Business Migration: Opening Balances

Lecture 24 Business Inventory: Creating Stock Items

Lecture 25 Transaction 1: Owner's Equity (Journal)

Lecture 26 Transaction 2: Purchasing Equipment (Purchase Order/Bill)

Lecture 27 Transaction 3: Purchasing Stock 1 (Purchase Order/Bill)

Lecture 28 Transaction 4: Purchasing Stock 2 (Purchase Order/Bill)

Lecture 29 Transaction 5: Purchasing Stock 3 (Purchase Order/Bill)

Lecture 30 Transaction 6: Returning Stock (Debit Note)

Lecture 31 Transaction 7: Selling Stock 1 (Estimate/Invoice)

Lecture 32 Transaction 8: Selling Stock 2 (Invoice)

Lecture 33 Transaction 9: Selling Stock 3 (Invoice)

Lecture 34 Transaction 10: Customer Returns (Credit Note)

Lecture 35 Transaction 11: Paying Rent (Purchase Order/Bill)

Lecture 36 Transaction 12: Paying Utilities (Expense)

Lecture 37 Transaction 13: Transfer to Petty Cash (Journal)

Lecture 38 Transaction 14: Business Lunch (Expense)

Lecture 39 Banking: Importing a Bank Statement & Matching Transactions

Section 8: Conclusion

Lecture 40 Conclusion

Aspiring Entrepreneurs,Business Owners,Small & Medium Size Businesses,Accountants,Bookkeepers,Business Administrators