Zoho Books Training

Duration: 9:30 – 5:00 (1 day course)
Number of delegates: Up to 5 delegates at no extra cost.
Who is it for?: This course is for new Zoho Books administrators
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Cost: £895.00 excluding VAT and travelling costs

Take this course to learn

  • Essentials for setting up: VAT schemes, reporting periods, opening balances, account codes
  • Toggling features: multicurrency, assets, accrual dates, CIS
  • Creating invoices, invoice email setting and themes, customers and quotes, bills, suppliers
  • Recharging expenses to clients, scans and attachments
  • Importing bank statements, invoices and customers
  • Explaining transactions
  • Recurring invoices
  • Bank reconciliation and bank feeds
  • Allocating payments/credit notes to invoices
  • Importing/exporting tools, projects and journals
  • Inviting users and setting their permissions
  • Setting up your dashboard
  • Reports: VAT returns, management reports and more