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Master Zoho Accounts Software: Essential Bookkeeping Skills Play Image

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.

3.9 Rating star
39 Ratings
195 Enrolled

Created By Lisa Newton

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Course speifications
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1.5 Hours
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33 Files
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Lifetime/ Unlimited
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Certificate of completion
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Created on Dec.5.2024
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10 downloadable resources
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Last Updated 12.Apr.2025
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30 days money back gurantee
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Course description

What 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

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Course content web

15 sections | 49 lectures | 3:22 total length
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1. Getting Prepared - Access the software and course materials
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Video Icon 1. Introduction to the course and your tutor
8.13 MB
Video Icon 2. Best way to take the course
2.55 MB
Video Icon 3. Start a free trial
13.98 MB
2. Setting Up The System
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Video Icon 1. Verifying email and navigating the system
12.36 MB
Video Icon 2. Adding nominal codes
21.42 MB
Video Icon 2.3._Zoho_-Chart_of_Accounts
0.03 MB
Video Icon 3. Opening balance journal
14.64 MB
Video Icon 4. Trial Balance as at 30 June
2.90 MB
Video Icon 4.2._Trial_Balance_as_at_30_June
0.02 MB
Video Icon 5. Reverse the opening accruals and prepayments - part 1
15.85 MB
Video Icon 6. Reverse the opening accruals and prepayments - part 2
5.66 MB
Video Icon 7. Report on the detail of the journals
2.88 MB
Video Icon 7.2._zoho_-_task_2.2_journal_report_reverse_entries_-_lec_10
0.03 MB
3. Nominal Ledger
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Video Icon 1. Amend the nominal ledger
8.34 MB
4. Customers
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Video Icon 1. Add new customer details
12.19 MB
Video Icon 2. Add new customer details
8.37 MB
Video Icon 3. Customer Information report
12.33 MB
5. Suppliers
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Video Icon 1. Add new suppliers
14.47 MB
6. Sales Ledger
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Video Icon 1. Post customer invoice 1001
6.09 MB
Video Icon 2. Post customer invoices 1002 to 1005
14.30 MB
Video Icon 3. Customer invoices 1006 to 1008
6.44 MB
Video Icon 4. Customer credit notes
8.67 MB
Video Icon 5. Customers report
26.54 MB
7. Purchases Ledger
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Video Icon 1. Supplier invoices
19.17 MB
Video Icon 2. Supplier credit notes
8.27 MB
Video Icon 3. Supplier reports
6.94 MB
Video Icon 4. Enter supplier cheques
19.02 MB
Video Icon 5. Supplier payments report
1.95 MB
8. Sundry Payments and Sundry Receipts
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Video Icon 1. Customer receipts
15.65 MB
Video Icon 2. Customer receipts report
3.06 MB
Video Icon 2.2._zoho_customer_payments_-lec_27
0.02 MB
9. Petty Cash
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Video Icon 1. Post petty cash
8.41 MB
Video Icon 2. Post cash payments
26.06 MB
Video Icon 3. Cash payments reports
4.06 MB
10. Sundry payments
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Video Icon 1. Sundry payments
17.53 MB
11. VAT
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Video Icon 1. Prepare VAT return
9.40 MB
12. Bank Reconciliation
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Video Icon 1. Reconcile the bank
15.05 MB
Video Icon 2. Unreconciled transactions report
12.17 MB
Video Icon 2.2._zoho_Unreconciled_transactions_as_at_30_June_2016_-_lec_34
0.06 MB
Video Icon 2.3._TOTAL_PHOTO_-_Course_Paper_June_2016_ZOHO
0.13 MB
13. Payroll : Wages
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Video Icon 1. Wages journal
15.79 MB
Video Icon 2. Journal wages report
3.72 MB
14. Month End Adjustments & Reporting
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Video Icon 1. Adjusting accounts and month end report
6.26 MB
Video Icon 2. Month end report
10.44 MB
Video Icon 2.2._zoho_balance_sheet-_lec_38
0.02 MB
Video Icon 2.3._zoho_profit_and_loss_-_lec_38
0.02 MB
Video Icon 2.4._zoho_task_13_trial_balance_-_lec_38
0.02 MB
15. Conclusion and Next Steps
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Video Icon 1. Recap - How it all fits together
7.28 MB
Video Icon 2. What to do next?
5.33 MB

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