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Zoho Books Academy — Free Training Course for India

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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: 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 3: Branding & Templates

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

Module 4: 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 5: E-Invoicing

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

Module 6: 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 7: Reports Masterclass

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

Module 8: Banking & Approvals

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

Module 9: Automations & Extensions

Fifteen Marketplace extension walkthroughs — payroll, SMS alerts, calendar invoicing and custom extensions — plus the KCS Automation Playbook of bank rules, recurring invoices and approval hierarchies.

Module 10: Troubleshooting

Fix digital signature errors in the Windows app and know where to find official Zoho Books India help.

Module 11: For CAs (Optional)

Coffee with CA conversations and practice-growth webinars on AI, automation and offshoring for practising Chartered Accountants.

Module 12: 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 12 (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.