Zoho Books Academy: Free Training Course for Indian Businesses

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Module 1: Getting Started

1.1 Signing Up & Getting Started 4 yrs ago
13:20
1.2 Setting Up GST Details 6 yrs ago
3:14
1.3 Chart of Accounts 3 mos ago
5:06

Module 2: Sales, Purchases & Banking

2.1 Simplify Your Receivables (Sales & Invoicing) 1 yr ago
1:00:02
2.2 Mastering Accounts Payable (Bills & Vendors) 5 mos ago
55:41
2.3 Banking & Reconciliation (Matching Payments) 7 mos ago
33:36

Module 3: Migrating Data

3.1 Tally Migration (GST) 8 yrs ago
15:47
3.2 QBO to Zoho Migration 3 yrs ago
6:32

Module 4: Branding & Templates

4.1 Customising Templates (Hindi) 3 yrs ago
8:14
4.2 Uploading Logo in Emails 2 yrs ago
1:01

Module 5: GST-Compliant Sales

5.1 Elements of a GST invoice 7 yrs ago
4:35
5.2 Create an E-Way bill 7 yrs ago
8:56
5.3 Manage TDS Liabilities 3 mos ago
3:54
5.4 Shipping Bill & Bill of Entry 3 mos ago
3:34

Module 6: E-Invoicing

6.1 Sandbox E-Invoicing 3 yrs ago
4:52

Module 7: GST Return Filing

7.1 Mastering GSTR-1 2 yrs ago
23:00
7.2 Reconciling GSTR-2/2B 2 yrs ago
38:52
7.3 Handling GSTR-3B 2 yrs ago
38:52
7.4 GSTR-9 2 yrs ago
29:51

Module 8: Reports Masterclass

8.1 Session 1: Basics of Reporting and Configuration 2 yrs ago
51:13
8.2 Session 2: Getting to know Business Overview Reports 2 yrs ago
52:51
8.3 Session 3: Track your Receivables and Payables 2 yrs ago
47:40
8.4 Session 4: Manage your Sales and Purchases 2 yrs ago
44:15
8.5 Session 5: Handling Inventory Management 2 yrs ago
44:27
8.6 Session 6: Advanced Inventory Management 2 yrs ago
49:40
8.7 Multi-Currency & Ledgers (Session 7) 2 yrs ago
41:48
8.8 Session 8: Budget and Project planning 2 yrs ago
28:58
8.9 Session 9: Deep Dive into the Tax reports 2 yrs ago
41:35
8.10 Session 10: A comprehensive overview of GST reports 2 yrs ago
55:00
8.11 Session 11: Managing user activities 2 yrs ago
38:08

Module 9: Banking & Approvals

9.1 Payment Reminders 3 mos ago
4:58
9.2 Transaction Approvals 4 mos ago
6:42
9.3 Mobile Banking Functions 3 yrs ago
4:56

Module 10: Automation & Extensions

10.1 How to Create a Sample Extension in Zoho Books 1 yr ago
12:12

PREREQ Module 11: Accounting Fundamentals

11.1 Essential Business Integrations
2:21
11.2 The 3Cs of Accounting
2:05
11.3 Customization in accounting
2:01
11.4 Why mobile accounting app?
1:27
11.5 GAAP vs IFRS: Know the difference
2:09
11.6 Advanced Reporting
1:29
11.7 Accounting Rate of Return Explained
2:00
11.8 Horizontal vs Vertical Analysis
1:37
11.9 Smart Vendor Management
1:31
11.10 How to maintain good credit control
1:40
11.11 Break-Even Analysis
1:47
11.12 Unpacking Landed Cost
1:27
11.13 Internal vs. External Audit
1:24
11.14 When to use clearing account
1:29
11.15 Markup & Margin Explained
1:29
11.16 Vendor vs Supplier: What’s the Real Difference?
2:21
11.17 Temporary vs Permanent Accounts
1:58
11.18 Capital Budgeting Explained
2:06
11.19 How to manage petty cash
1:45
11.20 Overhead Explained
1:56
11.21 When to use suspense account
1:37
11.22 Costing Methods Compared
1:47
11.23 Working Capital Ratio
1:42
11.24 Invoice Essentials Explained
1:24
11.25 Quick guide to cash conversion cycle
1:58
11.26 Migration made easy
1:33
11.27 Days Payable Outstanding
1:20
11.28 How to choose the right payment gateway
1:24
11.29 Days Inventory Outstanding
1:36
11.30 Avoid inventory errors
1:34
11.31 Days Sales Outstanding
1:37
11.32 Why every expense needs a receipt
1:35
11.33 Uses of manual journals
1:36
11.34 6 Automations for your accounting software
1:35
11.35 Managerial accounting
1:21
11.36 How to manage discounts
1:34
11.37 AI in accounting
1:23
11.38 Quick tips for vendor classification
1:38
11.39 Capital gains
1:22
11.40 Understanding divisional reports
1:22
11.41 Invoice factoring
1:36
11.42 Business overview reports
1:37
11.43 Accounting cycle simplified
1:54
11.44 Vendor portal in accounting software
1:31
11.45 Manual Accounting vs Cloud Accounting
1:23
11.46 Deferred Revenue
1:19
11.47 Ways to manage cash flow
1:29
11.48 How to find your best customers
1:46
11.49 Common accounting errors
1:44
11.50 5 Smart Ways to Manage Business Expenses
1:27
11.51 Profitability vs Liquidity
1:34
11.52 Customer portal benefits
1:19
11.53 Tips for tracking and reducing business spending
1:13
11.54 When to issue a credit note
1:39
11.55 Capital vs. Equity: What’s the Real Difference?
1:14
11.56 Why Quotes Matter
1:45
11.57 Benefits of real-time reporting in accounting software
1:16
11.58 Expense vs Expenditure
1:22
11.59 What is depreciation?
1:31
11.60 What is project accounting?
1:30
11.61 How to prepare your business for the latest GST changes
1:22
11.62 What is inventory valuation?
1:40
11.63 Top collaboration features explained
1:23
11.64 Financial fitness for business
1:29
11.65 e-invoicing vs regular invoicing: what’s the real difference?
1:31
11.66 Key tips for stress-free tax filing
1:25
11.67 Five ways to build better safeguards in your business finance and accounting
1:31
11.68 What is the matching principle?
1:17
11.69 Essential metrics every business should track
1:08
11.70 Why automation matters for your business?
1:32
11.71 How to get paid faster every time
1:23
11.72 Journals and ledgers
1:20
11.73 What are the types of expenses?
1:23
11.74 Gross, operating and net profit
1:40
11.75 Different types of business income
1:36
11.76 Inventory vs. Stock: What’s the Real Difference?
1:20
11.77 How to choose the right accounting software?
1:37
11.78 What are indirect taxes?
2:20
11.79 Single-entry vs double-entry bookkeeping
1:25
11.80 What are direct taxes?
1:56
11.81 What is bank reconciliation?
1:25
11.82 What are payment terms?
1:53
11.83 Quotes, Purchase orders, Invoices. Why businesses need them?
1:18
11.84 What is forecasting?
1:29
11.85 What is equity?
1:43
11.86 The basics of accounting equation
1:37
11.87 What is a chart of accounts?
1:48
11.88 Accounting Myths vs Facts
1:50
11.89 What are liabilities?
1:53
11.90 What is an audit?
1:18
11.91 What is bookkeeping?
1:35
11.92 What are Assets?
1:42
11.93 How to set up accounting for small business?
1:35
11.94 Budgeting mistakes to avoid - Part 2
1:36
11.95 What are accounts payable?
1:18
11.96 What are accounts receivable?
1:17
11.97 Budgeting mistakes to avoid - Part 1
1:52
11.98 Cash vs Accrual accounting
1:46
11.99 Cloud vs Desktop accounting
1:24
11.100 What Is Accounting and why does it matter?
2:17
Done with the fundamentals? Start Module 1

Zoho Books Academy — Free Training Course for India

Lesson Notes

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What You'll Learn

This free Zoho Books course takes your team from a blank organisation to confident, GST-compliant daily accounting — every lesson is an official Zoho Books video, sequenced by KC Shah & Associates for Indian businesses and CA-firm staff.

Module 1: Getting Started

Sign up, configure your organisation profile, verify your GSTIN and set up the Chart of Accounts — the foundation every Indian business needs before recording a single transaction.

Module 2: Sales, Purchases & Banking

The daily bread-and-butter of accounting: the full quote-to-cash sales cycle and invoicing, the complete accounts payable lifecycle from vendor bills to payments, and bank feed import and reconciliation — three official recent webinars covering the transactions every fresher needs to run before touching migration or GST filing.

Module 3: Migrating Data

Move from Tally or QuickBooks Online into Zoho Books with clean ledger mapping and a trial balance that reconciles to the rupee.

Module 4: Branding & Templates

Customise invoice and estimate templates and add your logo to client emails for professional, consistent communication.

Module 5: GST-Compliant Sales

Build GST-correct invoices with HSN/SAC codes, generate e-way bills, manage TDS liabilities and challans, and record shipping bills for exports.

Module 6: E-Invoicing

Test e-invoicing against the IRP sandbox before going live with B2B e-invoices.

Module 7: GST Return Filing

A four-part masterclass on GSTR-1 preparation, GSTR-2/2B reconciliation, GSTR-3B handling and GSTR-9 annual returns, filed directly from Zoho Books.

Module 8: Reports Masterclass

Eleven official sessions covering business overview reports, receivables and payables, inventory, multi-currency ledgers, budgets and GST reports.

Module 9: Banking & Approvals

Automate payment reminders, set multi-level transaction approvals and manage bank feeds on the go.

Module 10: Automation & Extensions

Building out Zoho Books' custom extension platform, plus the KCS Automation Playbook of bank rules, recurring invoices and approval hierarchies. More extension walkthroughs are being added here regularly.

Module 11: Accounting Fundamentals (Freshers)

One hundred bite-size Accounting 101 lessons for freshers who need the bookkeeping basics before touching the software.

Frequently Asked Questions

Is this free?

Yes, the entire Zoho Books Academy curriculum is completely free and publicly accessible.

Do I need prior Zoho Books experience?

No prior experience is required. Freshers can start with Module 11 (Accounting Fundamentals) before moving on to the core modules.

How long does the full course take?

The core curriculum takes several hours, combining short specific feature walkthroughs with multi-part masterclass series.

Is this India-specific?

Yes. We specifically cover the India edition, including GST setups, e-invoicing, TDS, and Tally migration workflows.

Free Zoho Books Training Course — India Edition

🎉 Core Training Completed!

Zoho Books Academy — Free Training Course for India

KCS Automation Playbook

What You'll Learn

Module 1: Getting Started

Module 2: Sales, Purchases & Banking

Module 3: Migrating Data

Module 4: Branding & Templates

Module 5: GST-Compliant Sales

Module 6: E-Invoicing

Module 7: GST Return Filing

Module 8: Reports Masterclass

Module 9: Banking & Approvals

Module 10: Automation & Extensions

Module 11: Accounting Fundamentals (Freshers)

Frequently Asked Questions

Is this free?

Do I need prior Zoho Books experience?

How long does the full course take?

Is this India-specific?