Zoho Books with GST

BEST ZOHO BOOKS WITH GST TRAINING IN PUDUCHERRY

Are You Searching for ZOHO BOOKS with GST Training in Pondicherry

Bright Tech provides the best training for cloud accounting platform that takes care of your business finance with ZOHO BOOKS. Bright Tech is a ZOHO BOOKS Authorized Institute.

Bright Tech helps students to learn ZOHO BOOKS on Invoicing, Online Payment, Banking, Inventory Management, Project Accounting, Financial Reports, TAX Compliance, Automation and Mobile Accounting and offers ZOHO BOOKS International Certification. ZOHO BOOKS certification with GST helps candidates become job-ready and offers up new employment opportunities.

The best place to learn ZOHO BOOKS with GST is Bright Tech Training Center in Puducherry. From core accounting, stock tracking, bank reconciliation and managing projects, to automating workflows and keeping your business GST compliant. Institute with good Google review ratings for the Accounting Course with comprehensive syllabus training in Puducherry.

ZOHO BOOKS Authorized Institute
Contact

International Certification Zoho Books With GST (Cloud Accounting)

Duration

Normal Track: 4 Months
Fast Track: 2 Months

COURSE CONTENT

1) Introduction to Zoho Books

2) Setting up the organization in Zoho Books

3) Posting Opening Balance in Zoho Books

4) Handling Day to Day Transactions: Purchase Transactions, Handling Expenses, and Quote to Cash.

5) Configuring the Transaction Approval Process

6) Connecting Banking Technology

7) GST Filing

8) E-way bills

9) E Invoice

10) Time based Invoicing

11) Special Operations: Price Lists, Inventory Adjustment, Budgets, Transaction Locking, Performing Bulk Actions in Zoho Books, Reporting Tags, Manual Journals, and Branches

12) Handling TDS & TCS in Zoho Books

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

14) Customization: Templates, Custom Buttons, Validation Rules

15) Automation: Live Execution

CERTIFICATE SAMPLE

COURSE IN DETAILED

  1. Introduction to Zoho Books
  • Zoho Books Organization Creation from the scratch.
  1. 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
  1. 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
  1. 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
  1. 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
  1. 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
  1. 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)
  1. 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
  1. 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
  1. 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
  1. 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
  1. 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)
  1. 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
  1. 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
  1. 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