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Master Zoho Accounts Software: Essential Bookkeeping Skills
Learn how to use Zoho, the free online accounting software, to perform essential bookkeeping tasks such as invoicing, VAT returns, and bank reconciliation.
Created By Lisa Newton
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Try Personal Plan for freeWhat You'll Learn
- How to set up Zoho Accounts from scratch and enter opening balances
- Amend the nominal ledger to ensure accurate record-keeping
- Add new customer and supplier details to keep your accounts updated
- Post customer invoices and credit notes to the sales ledger
- Post supplier invoices and credit notes to the purchase ledger
- Record supplier cheques and customer receipts for effective cash flow management
- Track petty cash transactions and manage small expenses
- Prepare your VAT return and ensure compliance with tax regulations
- Reconcile the bank to ensure financial accuracy
- Post the wages journal and manage payroll accounting
- Post adjustments to accounts and produce month-end reports
Requirements
- Access to Zoho Accounting Software (14-day free trial provided)
- No prior accounting knowledge required
Description
Welcome to the Zoho Accounting Software course! This practical, hands-on course is designed to help bookkeepers, accountants, and business owners master essential bookkeeping tasks using Zoho’s free online accounting software. Whether you’re new to accounting or looking to improve your software skills, this course is tailored to your needs.
In this course, you’ll work through real-world scenarios and practical assignments, allowing you to apply what you’ve learned in a meaningful way. You will receive video tutorials for each task, which reinforce your learning and provide valuable insights into using Zoho software effectively.
What you’ll learn includes setting up a Zoho system, entering opening balances, managing invoices, reconciling bank accounts, posting journals, generating month-end reports, and more. With these essential skills, you’ll be able to handle all the basic accounting functions of a business, whether you’re managing your own or working for clients.
This course is ideal for:
- Anyone looking to work with Zoho Accounting Software for clients or their own business
- Individuals seeking jobs that require proficiency in Zoho Accounting Software
- Business owners who need a free tool to handle their bookkeeping
- Bookkeepers, accountants, and anyone with an interest in learning how to use Zoho for accounting tasks
The course takes approximately 4 hours to complete, and you’ll have lifetime access to the course materials, including the handout of assignment tasks. By the end of the course, you will be confident in using Zoho for bookkeeping and have the practical skills to apply immediately.
Don’t miss out on the opportunity to enhance your accounting skills with a powerful, free tool! Enroll today and take your bookkeeping expertise to the next level with Zoho Accounting Software!
Who This Course is For:
- Bookkeepers and accountants who will use Zoho for their clients
- Students looking to gain practical knowledge of Zoho for career opportunities
- Business owners who need to manage their own bookkeeping and want to use Zoho
- Anyone looking to improve their bookkeeping skills using free, professional software
Course content
1. Introduction to the course and your tutor
2. Best way to take the course
3. Start a free trial
1. Verifying email and navigating the system
2. Adding nominal codes
2.3._Zoho_-Chart_of_Accounts
3. Opening balance journal
4. Trial Balance as at 30 June
4.2._Trial_Balance_as_at_30_June
5. Reverse the opening accruals and prepayments - part 1
6. Reverse the opening accruals and prepayments - part 2
7. Report on the detail of the journals
7.2._zoho_-_task_2.2_journal_report_reverse_entries_-_lec_10
1. Amend the nominal ledger
1. Add new customer details
2. Add new customer details
3. Customer Information report
1. Add new suppliers
1. Post customer invoice 1001
2. Post customer invoices 1002 to 1005
3. Customer invoices 1006 to 1008
4. Customer credit notes
5. Customers report
1. Supplier invoices
2. Supplier credit notes
3. Supplier reports
4. Enter supplier cheques
5. Supplier payments report
1. Customer receipts
2. Customer receipts report
2.2._zoho_customer_payments_-lec_27
1. Post petty cash
2. Post cash payments
3. Cash payments reports
1. Sundry payments
1. Prepare VAT return
1. Reconcile the bank
2. Unreconciled transactions report
2.2._zoho_Unreconciled_transactions_as_at_30_June_2016_-_lec_34
2.3._TOTAL_PHOTO_-_Course_Paper_June_2016_ZOHO
1. Wages journal
2. Journal wages report
1. Adjusting accounts and month end report
2. Month end report
2.2._zoho_balance_sheet-_lec_38
2.3._zoho_profit_and_loss_-_lec_38
2.4._zoho_task_13_trial_balance_-_lec_38
1. Recap - How it all fits together
2. What to do next?
Instructor
Lisa Newton, BA MSc AAT, is a dynamic entrepreneur and prolific author with a master’s degree in Investment Management and a first-class honours degree in Accounting with Marketing. In 2004, she launched her first company with just £150, the same month she graduated from City University, London. Remarkably, Lisa has never worked a traditional 9-to-5 job, instead carving a successful path as a serial entrepreneur.
Lisa holds directorships across diverse industries, including telecoms, property management, publishing, hair and beauty, and finance. She has received numerous accolades, such as:
Young Entrepreneur of the Year Award (2007)
Enterprising Business Award (2008)
BE Mogul Award (2016)
Best Accounting Franchisor Awards (2011 & 2012)
Best Bookkeeping Business London (2015 & 2017, Accountancy International Awards)
Books and Publications
Lisa is the author of several influential books, including:
How to Write a Book in Two Weeks
Constant Cashflow
Make the Most of Your Money
How to Start Your Own Bookkeeping Business
Cosmic Ordering with Vision Boards
How to Franchise Your Business
QuickBooks Online: The Handbook
Some of these titles are also available in audiobook format on iTunes and Audible.
Other Ventures
Lisa hosts The Authors Podcast, available on iTunes, where she shares insights and interviews with authors. She actively supports the MS Society and works as a speaker, coach, and consultant, collaborating with like-minded professionals on various projects.
Personal Interests
In her spare time, Lisa enjoys traveling, salsa dancing, writing, learning languages, meditation, yoga, and exploring cosmic ordering. She is passionate about networking and building meaningful connections.
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