3 lessons2h 29m of videoIndia editionFreeAudited 5 September 2026
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Three long official sessions, one each on receivables, payables and banking, that together cover what an accounts executive does all day. If a new joiner can only watch three hours of this course, these are the three hours. Everything in the later modules assumes you can raise an invoice, record a bill and match a bank line without help.
The payables session in particular repays attention: it covers vendor creation with GSTIN auto-fetch, purchase orders, TDS on bills, vendor credits and approval workflows in one sitting, and several of the short clips in Modules 7 and 12 are drawn from the same ground.
The 3 lessons
Every video is an official Zoho Books upload, embedded from YouTube and verified live on 5 September 2026. Lessons marked KCS NOTE are written by us. Progress is tracked in the Academy player; use the link under each lesson to open it there.
3.1 Simplify Your Receivables (Sales & Invoicing)1:00:02 · 1 yr ago
Official India webinar covering the full quote-to-cash workflow: customer setup, quotes and estimates, sales orders, invoicing, e-invoicing and e-way bills, payment gateways, recording payments, credit and debit notes, recurring invoices and receivables reporting.
3.2 Mastering Accounts Payable (Bills & Vendors)55:41 · 6 mos ago
The full accounts payable lifecycle: vendor creation with GSTIN auto-fetch, purchase orders, bill creation, TDS and TCS handling, vendor payments, vendor credits and refunds, approval workflows and India banking integrations.
3.3 Banking & Reconciliation (Matching Payments)33:37 · 8 mos ago
The Banking module: connecting bank accounts, importing statements, matching versus categorising transactions, transaction rules, and completing a clean bank reconciliation. Module 12 goes deeper on India-specific connected banking.
Match first, categorise only when nothing exists to match. Categorising a line that already has an invoice or bill behind it creates a second transaction and overstates income or expense. Lesson 3.3 spends a good part of its running time on this distinction because it is the single most common reconciliation error we see.
Does Zoho Books fetch vendor GSTINs automatically?
Yes. Enter the GSTIN on the vendor record and Zoho Books pulls the legal name, trade name and registration type from the GST portal. Lesson 3.2 shows the workflow. It does not validate that the vendor is filing returns; that check still belongs in your GSTR-2B reconciliation in Module 9.
Is the banking lesson India-specific?
Lesson 3.3 is the current Global-edition reconciliation walkthrough, and the matching and reconciliation workflow is identical in the India edition. The India banking stack itself, ICICI and SBI connected banking, Bharat Connect and the local feed providers, is Module 12, with lesson 12.1 as the India-edition banking session.
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Want this set up for you rather than by you?
We implement Zoho Books for SMEs and run the books on it afterwards. If your team is working through this module because something is not reconciling, that is usually a configuration problem we can fix in a day. See Zoho Books implementation or outsourced accounting.
