Learn from the best
Dive deep into Zoho Books with industry leading CA's to understand the nitty-gritty of cloud accounting software and bolster your career.





Who is this course for?
Whether you're a student, prospective customer, or an accounting professional, we have you covered.
Working professionals
Whether you're an accounting or finance professional, or auditor, master GST compliance, e-invoicing, tax filing, and more advanced accounting capabilities.
Business Owners
Leverage Zoho Books for you and your organization to manage all things accounting-right from invoicing to expenses and inventory to timesheets, all while staying compliant.
Students
Are you an aspiring chartered accountant? Add Zoho Books to your arsenal and unlock career opportunities in finance, auditing, and business accounting.
Our Collaborations
Why choose this course?
Boost your accounting career with confidence. Our comprehensive curriculum equips you with in-demand skills to master cloud accounting.
Individual or group training
Train one-on-one or tag along with your organization. We offer comprehensive group and personal training both offline and online.
Customizable curriculum
While we have a structured curriculum, we are also open to customizing the same, offer flexible training hours and pricing to suit your learning objectives.
Interactive learning experience
We won't bore you with video clips! Dive deep into practical, real-world scenarios to understand how Zoho Books can help improve your bottom line.
Become a Zoho Books partner
Connect & grow with Zoho Books Partner program. Leverage the power of our modern accounting platform for you and your clients.
Simplify tax compliance
Learn how to send e-invoices and automate the generation of tax returns with Zoho Books, while exploring our customization and automation capabilities.
Better career opportunities
Enhance your career prospects with Zoho Books certification, unlocking opportunities in the finance and accounting domain.
Become a certified Zoho Books expert.

Hear from Zoho Books experts

"Our experience with Zoho Books has been exceptional, especially with the hands-on training provided by the Zoho team. The training program has helped us confidently teach Zoho Books to students and accounting professionals, using real-world scenarios."
Vignesh Rajendran
FCPA International Services - Director

Vignesh Rajendran
FCPA International Services - Director
"Our experience with Zoho Books has been exceptional, especially with the hands-on training provided by the Zoho team. The training program has helped us confidently teach Zoho Books to students and accounting professionals, using real-world scenarios."

"We are delighted with the outcome and grateful for the support provided during the training sessions. The guidance and resources provided by the team has been invaluable."
Narmada
Amogen Pharma Pvt Ltd - HR Manager

Narmada
Amogen Pharma Pvt Ltd - HR Manager
"We are delighted with the outcome and grateful for the support provided during the training sessions. The guidance and resources provided by the team has been invaluable."
Frequently asked questions
How is personal training different from an institute?
We provide both individual and group training, whether you opt for an institute or a personal trainer. However, personal training offers training in regional languages as well.
+ -Can I onboard myself as a trainer in the certification program?
Whether you are a certified Zoho Books user or willing to onboard your institute, you are eligible to be a trainer. Please write to training@zohofinance.com for more details.
+ -What is the validity of my Zoho Books certificate?
The certificate will be valid for 2 years from the date of successful completion of your training course.
+ -
Course Type
FILTER BY
Personal training
Unlock your business potential with expert accounting guidance.
Unlock your accounting acumen with guidance from practicing CAs.
Train one-on-one or as a group
Virtual sessions from practicing CAs
Certification provided by Zoho
Duration: 8-10 hours
Institute training
Unlock your business potential with expert accounting guidance.
Hone your accounting skills at your nearest institute.
Train as a group in your city
In-person sessions from Zoho Books experts
Certification provided by Zoho
Duration: 36 hours

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CA ANWESH SHETTY
A practicing Chartered Accountant and passionate educator with over a decade of experience in training. Also a qualified lawyer specializing in tax litigation. Has trained over 40,000 students and professionals in GST, and Enterprise Information Systems. Additionally, a tech enthusiast with expertise in implementing various blockchain projects, including DeFi and Dapps. View more View less
CONTACT DETAILS
+91 73530 80009
anwesh@sdca.co

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CA TANVI BANGERA
A Chartered Accountant having a total of 12+ years of experience in accounting, management consultancy, Internal audits, CFO services, Processes, Systems and Compliance services, etc. She has 7+ years of experience working with Zoho and has done Zoho software implementations & Migrations for several MSME's and Large Enterprises in various industries. She is a Zoho Certified Trainer and has trained 500+ accountants/entrepreneurs in Zoho finance Suite. View more View less
CONTACT DETAILS
+91 832-9981293
tanvi@ssosolutionsllp.com

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CA JIGAR SHAH
Jigar Shah, a partner at S K Rathi & Co., endeavors to make the firm one of the top-notch ones in India. He is passionate about technology and has contributed his skills to creating several fintech products. Collaborating with Zoho Books, he has effectively migrated and implemented the software for over 75 businesses. Furthermore, he has authored two books, GST for Entrepreneurs and Work from Home for Professionals. View more View less
CONTACT DETAILS
+91 90221 69546
jigar.shah@skrathi.com

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CA NIKITA PUNJABI
Nikita Punjabi, a practicing Chartered Accountant and a YouTuber, enjoys creating videos on taxation, migrating accounting software, and personal finance. She is a zealous educator and an adept trainer who strives to break down concepts for learners, making the learning process enjoyable through the use of examples and case studies. Her efforts have helped over 200 participants gain an in-depth understanding of GST law. View more View less
CONTACT DETAILS
+91 8484998943
ca.nikitapunjabi@gmail.com

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CA FRENIL RITHESH DSOUZA
Frenil Dsouza is a practicing Chartered Accountant and a partner at Shetty and Dsouza Chartered Accountants in Mangalore. With a diverse background, including roles in multinational corporations focusing on cost control, financial modeling, and ERP implementation, he brings a wealth of expertise to his leadership role in the firm’s audit wing. Frenil specializes in statutory audit, internal audit, forensic audits, and data analytics, ensuring strict industry compliance. He has trained over 16,000 students. View more View less
CONTACT DETAILS
+91 81239 94766
frenil@sdca.co

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CA Kunal Kumar
Introducing CA Kunal Kumar, an accomplished Chartered Accountant and a partner at T K & Co. in New Delhi. With a passion for leveraging cutting-edge technology such as accounting automation and AI, CA Kunal is dedicated to streamlining financial processes. He has facilitated the transition of over 100 small businesses to Zoho Books. View more View less
CONTACT DETAILS
+91 99996 90158
ca.kunalkumar90@gmail.com

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CA Nikita Joshi
CA Nikita Joshi is a dynamic and accomplished Chartered Accountant who earned her qualification in 2016. With a dedication to continuous learning and professional development, Nikita holds esteemed post-qualification certifications including Concurrent Audit Certification, Zoho Books Professional Certification, and a Diploma in Information Systems Audit (DISA). She specializes in Zoho Books Accounting and also conducts Tax Saving workshops for corporates. View more View less
CONTACT DETAILS
+91 8888622037
nikita@capnjoshi.com

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CA Vishal Jagetiya
Vishal Jagetiya, a chartered accountant, serves as the director of NJP Global Services Private Limited, where he is responsible for overseeing the ERP advisory and global outsourcing divisions. For over five years, the company has successfully migrated over 50 customers to Zoho Books and delivered outsourced bookkeeping services to Certified Public Accountants (CPAs) and numerous businesses. View more View less
CONTACT DETAILS
+91 94284 82371
contact@nareshco.com

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CA Lakshmi Nalledath Palat
Lakshmi Nalledath Palat, a Chartered Accountant, specializes in ERP implementations, business advisory, and tax planning services for SMEs and start-ups. She has trained over 100 organizations in 11 countries on Zoho Books. View more View less
CONTACT DETAILS
+91 9840430362
lakshminp@lnpassociates.net

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CA Shivam Thakkar
Shivam Thakkar is a highly skilled Chartered Accountant and Key Managerial Personnel at DSV Academy, with over 7 years of experience delivering exceptional Accounting, Taxation, Payroll, Zoho Implementation, and CFO Services to clients across 15+ countries. He has mentored and shaped the careers of over 150 trainees, including CAs, CPAs, bookkeepers, finance managers, business owners, and commerce graduates. View more View less
CONTACT DETAILS
+91 90162 82029
info@dsvacademy.com

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CA Anmol Gakhar
CA Anmol Gakhar, a tech-savvy Chartered Accountant, has implemented Zoho Finance apps for more than 500 organizations, tailoring solutions that enhance efficiency. He has trained over 500 accountants on Zoho's ecosystem. View more View less
CONTACT DETAILS
+91 93169 00087
anmol.gakhar@a3ca.com

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CA Nishchit Shetty
A Fellow Chartered Accountant with over 6 years of experience in implementing and optimizing Zoho Finance Suite. He has led successful Zoho projects across diverse industries and conducted 150+ workshops and seminars for various professional forums. View more View less
CONTACT DETAILS
+91 91677 47720
nishchit@sbmco.in

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CA Payal Jain
Payal Jain, a Chartered Accountant with 10 years of experience in Accounting, GST, and International Taxation, has migrated 12-15 organizations to Zoho based on her recommendation. View more View less
CONTACT DETAILS
+91 98712 10704
payaljain@prgkassociates.com

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CA Suraj Jain
CA. Suraj Jain is a Fellow Member of ICAI with over 8 years of experience in tax, audit, and advisory services. He started XLPoint Global Solutions to provide accounting, bookkeeping, and tax services in the UK. View more View less
CONTACT DETAILS
+91 94295 24319
suraj@xlpointglobal.com

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CA Pallavi B R
Accomplished professional with over 15 years of experience in financial operations, accounts, and statutory compliance. Expertise in implementing financial procedures, maintenance & finalization of accounts as per statutory requirements. View more View less
CONTACT DETAILS
+91 98441 42847
brpachar@gmail.com

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Atul Jain
Atul Jain is a highly qualified professional with over 10 years of experience in accounting and taxation. He has extensive experience implementing Zoho products and is passionate about helping businesses streamline their financial processes. View more View less
CONTACT DETAILS
+91 70136 22473
atul.jain@learnall.co.in

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Pulkit Gupta
Pulkit Om is an economics graduate followed by Management in Family Business from SP Jain, Mumbai. He has been running his technology company for the last 11+ years in the Fintech domain. Four years ago, he founded his second venture USHMA, an Authorized partner of Zoho, focused on deploying Zoho solutions through Training, Implementation and Customization. He has been doing corporate and individual training, globally. His expertise lies in Zoho Books & Inventory across diverse business segments such as Retail, E-commerce, Manufacturing, Distribution, Healthcare, EV, Fintech and Edutech. Pulkit brings more than a decade experience blended in Finance & Technology. He is passionate about helping businesses grow, and training becomes one of the medium. He also advises his clients on various business challenges and support them in implementing Zoho’s various other applications. He enjoys reading, writing, music, meditation and yoga in his free time. View more View less
CONTACT DETAILS
+91 99112 29701
pulkit@ushma.biz

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Hemal Kamdar
Hemal Kamdar, along with his team, has provided financial consulting and cloud accounting services to over 100 businesses. He is an ardent advocate for Zoho Books and is committed to assisting professionals in adopting the technology for their practices or businesses. He has imparted training to more than 250 trainees with diverse educational backgrounds, including Chartered Accountants (CAs), bookkeepers, business owners, commerce graduates, and others. View more View less
CONTACT DETAILS
+91 98198 30007
hemal.kamdar@krajaccounting.com

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Christo Philip
As the CEO and Founder of Cascade Headway, my focus is on driving business growth and innovation. I specialize in project management and financial strategy, leading our team to deliver exceptional services. At Cascade Headway, I prioritize innovation and efficiency, ensuring the highest quality in all our offerings. View more View less
CONTACT DETAILS
+91 62380 20670
christo@cascadeheadway.com

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Swathi Khatry
Dynamic accounting professional with a decade of experience specializing in Cloud Accounting with Zoho, Xero, and QuickBooks. Proficient in Tally ERP and knowledgeable in Goods and Services Tax (GST), UK taxation, Saudi taxation, U.S. taxation, auditing, and Indian taxation. Possesses training in Zoho Books and Zoho Inventory, with over 6 years of expertise in their implementation and support services. Additionally, skilled in programming with Python and Zoho Deluge. A certified expert in Zoho Analytics, adept at creating dashboards and analyzing data to drive informed business decisions. Committed to collaborative problem-solving and enhancing organisational performance, while also working towards ACCA qualification. View more View less
CONTACT DETAILS
+91 98306 02727
swati@finanzen.in

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LEARNALL
Learnall Solutions is a Zoho Finance Implementation and Training Center focused on Financial Transformation using Zoho Software. We have been operating since 2017 and have been awarded Best Performing Partner of Zoho Finance View more View less
CONTACT DETAILS
+91 7013622473

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FINPROV
Finprov Learning, headquartered in Bangalore and Kerala, was founded by a team of Chartered Accountants and industry professionals to bridge the growing skill gap between academic learning and real-world industry expectations. With over 40 years of expertise, we design world-class skilling solutions for individuals and organizations, blending theoretical knowledge with hands-on practical training to empower learners with job-ready skills, ensuring they excel in finance, accounting, banking, digital marketing, and beyond. View more View less
CONTACT DETAILS
+91 9746010900
contact@finprov.com

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DSV Academy
DSV Academy is the leading hub for mastering Zoho Software. We have certified & experienced Zoho Trainers. Our cutting-edge training programs are designed to empower individuals and businesses with the skills to excel in Zoho Books, Inventory, Payroll, Expense, Analytics, Zoho CRM, People & other Zoho apps. Unleash your productivity, streamline your operations, and propel your career or organization to new heights with DSV Academy's unrivaled expertise and transformative training. Take the leap into the world of Zoho Software excellence and unlock a future filled with endless possibilities. View more View less
CONTACT DETAILS
+91 9016282029
info@dsvacademy.com

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FLISH ACADEMY
Flish Academy is a premier training institute situated at the heart of Central Kolkata, provides experiential learning to students so as to equip them with the best practices of the industry. Each student is provided hands-on experience in the fields of computer, accounting and taxation with real time data and a multitude of practice exercises. The institute strives to bridge the gap between theoretical knowledge and practical approach by empowering students to convert their learning into an experience. View more View less
CONTACT DETAILS
+91 91470 87331
flishacademy@gmail.com

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Invisor Learning
Invisor is a company offering expert training in finance and technology, professional courses, offshore consulting, and tax filing solutions. It helps individuals upskill and businesses streamline their financial operations with specialized expertise. View more View less
CONTACT DETAILS
+91 9895850397
alex.tom@invisorglobal.com

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SPIKRA
We have been a ZOHO partner for the last 6 years, we are headquartered in Thanjavur. 6 months ago seeing the potential for Zoho trained talents, we started the training centre and successfully training students on accounting best practices & ZOHO Books. View more View less
CONTACT DETAILS
+91 7530059992
Radha@spikra.com

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Workfigure Academy
Our institute offers expert training and certification in Zoho Books, combining deep accounting knowledge with advanced customization capabilities. With a team of accountants and programmers, we provide a unique learning experience that blends financial expertise with technical adaptability. From core accounting principles to tailored automation and integrations, our hands-on approach ensures that businesses and professionals gain both theoretical understanding and practical implementation skills. View more View less
CONTACT DETAILS
+91 9944555143
academy@workfigure.in

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My Career Point
My Career Point ( MCP ) took a full fledged form in 2015 and now operate in Chennai and Tiruchirappalli with a core team of 40 Teaching Faculty Consists of CA, Cost Accountants, Company Secretaries and experts. This Institute aims to be an institution of excellence by imparting professional training to students in a wide range of interdisciplinary areas of finance and MBA Professionals. View more View less
CONTACT DETAILS
+91 6383-843802 / +91 96266 70805
mycrpoint@gmail.com

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ELT Corp Tech
The organization specializes in designing structured training programs aimed at enhancing and automating various business processes such as Finance, HR, Operations, Sales, Marketing, and Customer Support. The Academy provides comprehensive courses for finance trainees, covering fundamental accounting concepts, Income Tax, and GST, equipping students with the skills needed to begin their careers as accountants. In the HR category, the Academy offers workshops for business owners, focusing on setting up and automating the recruitment department within their companies. View more View less
CONTACT DETAILS
+91 9355376307
Info@eltcorptech.com

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GCC Academy
A centre offering expert coaching with individual attention by qualified/experienced resources View more View less
CONTACT DETAILS
+91 9840049554
guruscoaching@gmail.com

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Cloud Financials
We are the Advanced Channel Partner for Zoho Books and Inventory in Coimbatore. We have a bunch of seasoned trainers who are capable to conducting both offline and training for students, accountants, chartered accounts and business owners. We do conduct industry specific trainings as per the needs of the customers. Our others services include Implementation, Migration, Support and Trainings. View more View less
CONTACT DETAILS
+91 9787811388
cloudfinancials@zohomail.in

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Gurukul Skills
Gurukul skills equips job-seekers with skills most likely to develop their careers with the best organizations in the industry, irrespective of their current education or experience. Backed by over a decade of leadership experience in the skill training domain, Gurukul Skills is the one-stop job-skills shop, empowering the underserved, unemployed and underemployed to soar ahead professionally. View more View less
CONTACT DETAILS
9535971036 / 8050792672
guru@gurukulskills.com

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Godwit Brigade LLP
At Godwit, we are committed to bridging the gap between accounting theory and practical business applications. Our institute provides comprehensive training programs designed to equip students with the skills needed to excel in the modern financial landscape. View more View less
CONTACT DETAILS
8714600220
manu.francis@omegaconsultancy.com

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CIS & BSS COMPUTER EDUCATION
Servicing More Than 15 Years in Training and Development in Computer Software & Hardware, Multimedia to All kind of Students & Jobseekers, degree path that teaches students how to manage information through computing. Rather than focusing on the latest technology or software developments, this major teaches students how to help businesses, nonprofits and governments reach their goals through better use of technology. View more View less
CONTACT DETAILS
8610892530/9884112859
bssashoknagar@gmail.com

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Magistrum Accounting Solutions
Magistrum Accounting Solution is renowned for its exceptional faculty, comprising industry experts and seasoned professionals who provide top-notch education. The institute offers excellent training programs tailored to meet the needs of aspiring accountants and finance professionals. With a focus on practical skills and real-world applications, Magistrum ensures students are well-prepared for successful careers. Its commitment to quality education and student success makes it a leading choice for accounting training. View more View less
CONTACT DETAILS
9207199995
haridas.krishan@magistrum.net

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Eze Consult LLP
Eze Consult LLP is a premier Zoho Books training and certifying institute in Bangalore, empowering students, entrepreneurs, and college associates with expert-led courses. With hands-on learning and industry-recognized certification, we help professionals master Zoho Books for seamless financial management. Our tailored training programs ensure practical knowledge and career growth in cloud accounting. Choose Eze Consult LLP for the best Zoho Books education in Bangalore. View more View less
CONTACT DETAILS
9916915350
info@ezeconsult.in/Venkat@ezeconsult.in

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KSHIPRA Academy Pvt. Ltd.
Kshipra Academy, led by industry experts and professional chartered accountants, offers top-tier education for students pursuing the Certified Internal Auditor (CIA) International Certification, Zoho Books - Powerful accounting software, Internal Auditing Practitioner (IAP) US Certification for fresh auditors, and allied courses in accounting and auditing. Kshipra provide practical training opportunities to ensure students gain hands-on experience and real-world insights. View more View less
CONTACT DETAILS
+91 7200031432
connect@kamp.co.in

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Zavian Management Academy
Zavian Management Academy is a training unit of Zavian Management Services Private Limited. Our training unit is inside the building of ZO Space. For the last four years we have been a ZOHO Authorized consulting partner for Zoho Books and Zoho Financial Suites. Our training academy is well connected by roads and Delhi Metro. Lush Green surroundings, superior infrastructure with air conditioned classrooms. Student hub due to the presence of established training institutes for competitive examinations. View more View less
CONTACT DETAILS
7827956040
info@zavianservices.com

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A3CA Global Private Limited
The institute specialises in Zoho Finance training and is backed by seasoned accounting experts and automation specialists. Having trained over 500 people on Zoho’s finance products, it delivers expert-led, hands-on courses that combine professional accounting insight with automation best practices. View more View less
CONTACT DETAILS
9814530087
trainings@a3ca.com

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S Venkatesan
Mr. S Venkatesan holds a Bachelor of Commerce degree and is a distinguished Chartered Accountant with an impressive track record. He also possesses additional qualifications as a CMA and CS. With over 30 years of experience after obtaining his qualifications, he has excelled in both industry and practice settings. His expertise spans various sectors, including Engineering, NBFC, FMCG, and Oil and Gas. Throughout his career, Mr. Venkatesan has been actively involved in utilizing a range of accounting software such as MFG-PRO, Sun Systems, Tally, and more. Currently, he is dedicated to training aspiring individuals in Zoho Books. His proficiency in educating students pursuing professional courses like CA, CMA, and CS equips him to effectively train individuals and teams in operating modern cloud-based accounting software, specifically Zoho Books. With a track record of training approximately 100 individuals, Mr. Venkatesan offers comprehensive training sessions to individuals, groups, and corporate teams. His flexible scheduling, consistent sessions, hands-on approach, and deep enthusiasm for teaching motivate him to provide continuous training in Zoho Books. He possesses a keen understanding of industry requirements concerning accounting software, enabling him to cater to various categories of trainees, including Proprietors, Engineers, Accountants, and Students pursuing their degrees. Having trained a diverse array of individuals, he adeptly customizes training sessions to enhance their understanding and appreciation of Zoho Books. View more View less
CONTACT DETAILS
+91 9840049554
guruscoaching@gmail.com

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Manuraj Kannanchira
Manuraj Kannanchira is an accomplished expert in business accounting and taxation, specifically focusing on the UAE and other GCC countries, including VAT and Corporate Tax. He holds the position of Managing Director at Omega Biz Accounting (Dubai), Omega Business and Management Consultancy (Sharjah), and Godwit Brigade LLP (Kerala, India). With a decade of experience, Omega and Godwit have been dedicated to providing a range of accounting services, including Bookkeeping, Internal Auditing, Taxation Services, and Accounting Software Training, across the UAE and GCC region. Their impressive client portfolio encompasses over 500 customers spanning various industries within the GCC. A recognized authority in Accounting and Accounting software, Manuraj has dedicated the past 10 years to software implementation. His expertise covers comprehensive aspects, such as understanding diverse business models, chart of accounts design, opening balance updates, staff training, and facilitating management in generating crucial MIS reports. Throughout his extensive 10-year tenure, he has successfully overseen the implementation and training of over 1000 customers across diverse industrial backgrounds. His pivotal role has led to streamlined accounting processes and empowered businesses with informed decision-making capabilities through insightful MIS reports. View more View less
CONTACT DETAILS
+971 56 6656 111
manu@omegaconsultancy.net

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Anfal Puthalaht
Anfal is a seasoned accounting professional with over 5 years of experience in the industry and a Master’s in Commerce, alongside an Accounting Technician qualification from ICAI. As the Managing Partner at Adzum Global in Dubai, Anfal specializes in technology-driven accounting solutions, focusing on automation and cloud-based systems. With extensive experience implementing Zoho Books for various organizations across the UAE, Anfal is also a certified Xero Advisor and QuickBooks ProAdvisor, passionate about helping businesses streamline their accounting processes. View more View less
CONTACT DETAILS
+971 56 505 5229
anfal@adzumglobal.com

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Hari
Hari is an accounts and finance expert with a robust practical background in cloud accounting. He currently manages a virtual accounting firm and heads a training institute, GoBisz Zoho Solutions. The company specializes in providing virtual bookkeeping, Virtual CFO services, and Zoho training to clients both in India and abroad. As a certified trainer and partner of the Zoho finance platform, Hari has successfully trained over 1000 participants in cloud accounting and completed more than 100 Zoho Books and Inventory implementations across a diverse range of industries worldwide. He also serves as a guest faculty member for several colleges and universities, where he delivers lectures on Cloud accounting and implementations. View more View less
CONTACT DETAILS
+91 95850 83334
gobiszindia@gmail.com

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Elshan
Experienced educator, professional trainer, and consultant with over 20 years of expertise in delivering high-quality teaching and training programs in financial management, accounting, and business strategy. Proven ability to simplify complex concepts and foster engaging learning environments for students and professionals alike. Strong background in preparing candidates for ACCA, CIMA, and DipIFR qualifications. View more View less
CONTACT DETAILS
+971 503787760
elshan@barattson.com

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Ayush
Aayush Kejriwal is a seasoned entrepreneur with over 10 years of experience in CRM systems and business management. An MBA in Finance from SP Jain Institute of Management & Research and a student of Rahul Jain (Business Coaching India), Aayush has a deep understanding of strategic business practices. He has successfully implemented over 40 Zoho solutions for diverse companies, establishing himself as a trusted expert in optimizing operations and achieving business growth. View more View less
CONTACT DETAILS
+91 8585089866
aayush@bizsystems.in

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CA Ankit Nahta
A Chartered Accountant (C.A.) by qualification, Ankit possesses a rich mix of accounting and client management skills. With over 12 years of experience in accounting, auditing, and taxation, he manages the outsourcing operations of various accounting and bookkeeping procedures. Ankit has worked for clients from all over the globe, including – India, Australia, Dubai, New Zealand, USA, Canada, and the UK. Having worked on many projects for accounting, auditing, review, and reconciliation of various global clients, he is well versed with global accounting standards, styles, and work nuances. He possesses in-depth knowledge of various accounting software like ZohoBooks, QuickBooks, Xero, Tally, etc., and a knack for solving client problems efficiently. Owing to his dedication, effective communication skills, and thorough accounting knowledge, Ankit is a client’s favorite! View more View less
CONTACT DETAILS
8849609639
ankit@adequatebookkeeping.com

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Hari Haran
Hariharan M is a seasoned professional with 32 years of experience in sales and marketing, specializing in fintech solutions, banking partnerships, and payment product strategy. As the Co-Founder of Neo Goalvault Fintech, he leverages his expertise in building sales strategies, new product development, and profit centre management to drive business growth. With a strong background in B2B sales and solutions marketing, Hariharan has a proven ability to turn crises into opportunities and deliver results-driven outcomes. He has held leadership roles in various organizations, including Vice President at Ezswype and National Sales Head for an ATM manufacturing startup. Hariharan holds an MBA in Marketing and Finance Management from Bharathiyar University and is passionate about delivering customer excellence and driving business success. View more View less
CONTACT DETAILS
+91 7845000701
hari@nidhimarga.com

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Hemanth A N
Hemanth A N is a distinguished Accountant, Tax Consultant, GST Practitioner, and Zoho Finance Partner with extensive expertise in financial management and compliance. As a Trainer, he is dedicated to empowering individuals and businesses by sharing knowledge, offering practical insights, and delivering effective training in taxation, accounting, GST practices, and Zoho finance solutions. His professionalism and commitment to excellence make him a trusted advisor and mentor in his field View more View less
CONTACT DETAILS
+91 8453504499
hemanth@hbsgst.co.in

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Gayathri
Accomplished Zoho Books Trainer and Finance Implementation Specialist with extensive experience in management and finance. Founder of Aspara Technologies, delivering successful implementations and training for Zoho Books, Zoho Inventory, Zoho Expense, and related Zoho financial products across diverse sectors. Certified in Zoho Books and Zoho Creator, with a proven track record of mentoring students, professionals, and corporate teams in Zoho financial solutions. Skilled in financial process optimization, Zoho Finance customization, and simplifying complex concepts to drive adoption, Gaayathri has led key projects such as Zoho Invoice implementation, Zoho Expense setup, and Zoho Books deployment for various organizations across industries such as agritech, maritime education, automation, and many other business verticals. Passionate about team mentorship, she has trained numerous individuals, including interns now thriving in their careers, and conducted workshops for auditing consultants and academic institutions. View more View less
CONTACT DETAILS
+91 8754405397
gaayathri.sj@aspara.in

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Harish
Kejriwal S and Associates is a Chartered Accountant Firm, based out of Kolkata, but delivering its services across Globe. With multi domain expertise and experience, our team at KSA, acts as a one stop solution for all your Finance Team needs. Since last decade, we have started with implementation of various software and developing solution to common business problems using technology as solution. We expertise ourselves in implementing Zoho Finance and Zoho HRMS tools. Moreover, with keen interest in teaching, we also provide training for zoho books in industry and educational institute View more View less
CONTACT DETAILS
+91 9748023646
harish.rathi@kejriwals.in

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HI
CA Megha
CA Megha Kotecha (B.Com, FCA, DISA) Chartered Accountant | Certified ZOHO Books Professional & Trainer | Tech-Driven Financial Solutions Enthusiast With 10+ years of experience in GST, Income Tax, Accounting, and Advisory, I help businesses stay compliant, foster growth, and improve profitability. As a Certified ZOHO Books Professional and AICA–Level 1 (AI for Chartered Accountants) certified, I offer modern, tech-driven financial solutions. As a Certified ZOHO Books Trainer, I am committed to empowering students and professionals with the skills to leverage technology in financial operations, making them more efficient, effective, and future-ready. View more View less
CONTACT DETAILS
+91 96654 60815
ca.meghakotecha@gmail.com
Module
Learn with a world class curriculum
Introduction to Zoho Books
What you will learn
- Adding an organization profile
- Inviting users and collaboration
- Setting up a chart of accounts
- Choosing tax settings
- Creating customers and vendors
- Setting up the client portal
- Creating items
- Important settings under Preferences
Skills you will gain
- Accounting fundamentals
- Configurations
Day-to-day transactions
What you will learn
- Purchase transactions
- Sales transactions
- How to record Expenses
- Payments and refunds
- Foreign transactions
- Recurring transactions
Skills you will gain
- Transaction handling
- Expenses
Time-based invoicing
What you will learn
- Projects
- Timesheets
Skills you will gain
- Billables
- Reporting
Advanced operations
What you will learn
- Transaction Approvals
- Creating price lists
- Setting budgets
- Publishing journal entries
- Locking transactions
- Bulk updating accounts
- Using reporting tags to customize reports
Skills you will gain
- Budget planning
- Journals
- Customizations
Connected Banking
What you will learn
- Importing bank feeds
- Matching and categorizing
- Transaction rules
- Reconciliation
- Customer payments
- Vendor payments
Skills you will gain
- Bank reconciliation
- Workflows
- Payment handling
Taxes & Compliance
What you will learn
- GST Filing
- E-Way Bills
- E-Invoicing
Skills you will gain
- Tax filing
- Einvoicing
Reports
What you will learn
- Business overview reports
- Customer/Vendor balance reports
- Detailed general ledger report
- Aging details reports
- Inventory reports
- Activity reports
Skills you will gain
- Business intelligence
- Financial reports
Customization
What you will learn
- Custom fields
- Custom views
- Validation rules
- Template customization
Skills you will gain
- Custom workflows
- Personalization
Automation
What you will learn
- Workflow rules
- Email alerts
- In-app notifications
- Field updates
- Webhooks
- Custom functions
Skills you will gain
- Push notifications
- Workflow automation
- Approvals
Integrations
What you will learn
- Integration of Zoho Books with other Zoho Apps & Third Party apps
Skills you will gain
- Integration
- Third Party Apps