BEST ZOHO BOOKS WITH GST TRAINING IN PUDUCHERRY

1. Introduction to Zoho Books

• Zoho Books Organization Creation from the scratch.

2. Setting up the organization in Zoho Books:

• Importance of Choosing Business location and country specific tax editions
• Inviting Users to the Zoho Books organization
• Collaboration Techniques and Customizing Role for different types of users
• Managing Chart of accounts: Creation of New accounts, sub-accounts and Account Code
• Configuration of Tax, Creation of new tax, Group tax and accounts tracking
• Item Management – Creation of Goods and Services with Inventory Tracking/without Inventory tracking, Associating Interstate and Intrastate tax for the items, Importing Items into Zoho Books.
• Contact Managements – Customer & Vendor Creation, Handling Different GST Treatments, Associating Opening Balances for contacts Configuring Credit Limits, Assigning a Contact Owner, Associating Transaction specific templates for every contact, Importing Customer & Vendor
  Details into Zoho books
• Other Important settings and preferences handled before creation of day-to-day transactions

3. Posting Opening Balance in Zoho Books

• Live posting of opening Balance with a sample trial Balance report
• Simple tricks and methods to be followed while posting opening balances in Zoho Books

4. Handling Day to Day Transactions:

4.1 Purchase Transactions: Procure to Pay in Zoho Books

• • Vendor Management with Unique Portals
  • Generation of Purchase order to Vendors
  • Simple Conversion of Purchase orders to Bills
  • Handling & Recording Payments for the Bills Generated
  • Handling Vendor Advances
  • Automating the creation of Bills
  • Handling Purchase Returns
  • Tracking and Managing the Vendor Credits
  • Handling Landed costs
  • Handling overseas vendors and Import Transactions with Impact on Exchange Rates
  • Creation of Bill of Entry in Zoho Book

4.2 Handling Expenses:

• • Posting Organizational Expenses in Zoho Books
  • Reimbursement of Expenses made for the customer
  • Automating Recurring Expenses

4.3 Quote to Cash:

• • Customer Management with Unique Portals
  • Generation of Quotes or Estimates
  • Simple Conversion of Estimates to Invoices
  • Simple Conversion of Estimates to Sales Order
  • Simple Conversion Sales Orders to Invoices
  • Handling & Recording Payments for the Invoices Generated
  • Automating the creation of Invoices
  • Handling Sales Returns
  • Tracking and Managing the Credit Notes
  • Preparation of Delivery Challan
  • Handing & Recording Customer Advances
  • Handling overseas Customer and Export Transactions with Impact on Exchange Rates
  • Creation of Shipping Bills in Zoho Books

5. Configuring the Transaction Approval Process

• Purchase Approval (Transaction wise approval can be configured)
• Sales Approval (Transaction wise approval can be configured)
• Inventory Approval
• Configuring a Multi-Level Approval system

6. Connecting Banking Technology

• Introduction to Connected Banking
• Creating a Bank Account in Zoho Books
• Integrating your Bank Account/Credit Card Account with Zoho Books
• Auto Fetching of Bank Statements into Zoho Books
• Importing of Bank Statement into Zoho Books
• Bank Reconciliation process with Artificial Intelligence
• Creation of Transaction Rules in Banking
• Handling Customer Payments with Payment Gateway Integrations & Facilitating customers with Multiple payment options
• Integration of Current Accounts for Vendor Payment

7. GST Filing

• Enabling API Access between Zoho Books and GSTN Portal
• Managing GST Settings in Zoho Books
• Simplified Pushing & Filing of GSTR 1 from Zoho Books
• Simplified GSTR 2 – Reconciliation within Zoho Books
• Generation of GSTR 3B Reporting and Pushing it to GST Portal
• GSTR 9
• Provisions for New Filing (trial)

8. E-way bills

• Enabling API Access between Zoho Books and E-way bill Portal
• Registering GST Suvidha Provider
• Generation of New E-way Bills for Invoices
• Associated E-way Bill Number (already Generated) to an Invoice

9. E invoicing

• Enabling E invoicing and Connecting Zoho Books with IRP
• Creation of E invoice in Zoho Books
• Difference: Normal Invoice vs E invoice
• Determining the status of the E invoice (using colors)
• Cancelling an E invoice

10. Time based Invoicing

• Creation of Projects in Zoho Books
• Different types of Billing Methods associated with Projects
• Logging time sheet entries
• Different methods of Posting Time sheet Entries
• Budgeting of Projects
• Tracking Expenses related to the project
• Invoicing a project to the Client and Receiving its Payment
• Reports Associated with the project

11. Special Operations:

11.1. Price Lists

• • Creation of Sales & Purchase Price lists
  • Different Methods of Price list creation
  • Association of Price list to contact

11.2. Inventory Adjustment

• • Quantity Adjustments
  • Value Adjustments

11.3. Budgets

• • Creation Of Budgets
  • Types of Budgets
  • Comparing Budgets Vs Actuals

11.4. Transaction Locking

• • Module wise transaction locking
  • All Transactions Locking

11.5. Performing Bulk Actions in Zoho Books

• • Use case for performing Bulk Actions in Zoho Books

11.6. Reporting Tags

• • Usage and functionality of Reporting Tags

11.7. Manual Journals

• • Posting and Publish Journals in Zoho Books

11.8. Branches

• • Handling multiple branches in Zoho Books

12. Handling TDS & TCS in Zoho Books

12.1. Handling TDS in Zoho Books

• • Handling TDS (Invoices)
  • Managing Vendor TDS
  • Handling TDS (Bills)

12.2. Handling TCS in Zoho Books

• • Handling TCS
  • Managing TCS
  • Handling TCS (Bills)

13. Reports (70+): Some Major Reports Categories

• Generating Business overview Reports and its Customization (P&L Reports, Cash flow statements, Balance sheet, Business Performance Ratios, etc)
• Generating Various Sales Reports
• Generating Inventory related Reports (Inventory Summary, Inventory Valuation Report, Aging Summary, Product sale Report, Landed cost summary, ABC Classification, etc)
• Payable & Receivable (Aging and Balances)
• Purchases & Expenses Related Reports
• Tax Reports
• Accountant Reports (Day Books, General Ledger, Journal, Trial Balance, Account Transactions Report, etc)
• Activity Reports
• Audit Trial Report
• Other Reports

14. Customization

• Customizing different business transactions and its templates in Zoho Books
• Customizing email templates in Zoho Books
• Adding Custom Fields to every Module in Zoho Books
• Creation of Custom Buttons
• Creating Custom View for every Module
• Managing Validation Rules for Transactions
• Web tabs and their functionalities

15. Automation: Live Execution

• Setting Workflow Rules
• Triggering Email Alerts for any action performed in Zoho Books
• Automatic Field Updates in Transactions
• Triggering In app Notifications for actions performed in Zoho Books

Other Automations (Use cases)

• Fixed Asset
• Webhooks & Schedules
• Custom Functions
• Setting up of Reminders for Transactions