ZOHO BOOKS TRAINING

ZOHOBOOKS IN-HOUSE TRAINING

Objective

To train three (3) staff members on how to effectively use Zoho Books for:

• Purchasing and activating the appropriate Zoho Books plan
• Setting up the organization profile, chart of accounts, tax settings, and opening balances
• Bookkeeping and expense tracking
• Invoicing and payments
• Basic financial reporting
• Automation of accounting workflows
• Inventory and product setup (if required)
• Ongoing system configuration and administration
• 
  

Training Scope & Details

• Number of Participants: 3 staff members
• Training Frequency: 2 sessions per week
• Session Duration: 2 hours per session
• Proposed Duration: 2 weeks (Total of 4 sessions) OR As proposed by Startup Bodyshop
• Training Mode: Virtual (Microsoft Teams)
• Use Case Focus: Financial management and operational efficiency for startups

• Post-Training Support: 3 months of free support (consultation, configuration guidance, and troubleshooting)