Zoho Books Online Training Course

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Close up iPhone showing Udemy application and laptop with notebookThis article is focused on presenting the best online courses available for those who seek to improve their skills and knowledge regarding Zoho. Zoho is a cloud-based software suite that provides a wide range of business applications such as CRM, project management, marketing automation, and more. The courses listed here are carefully selected based on their content quality, educational approach, and relevance to current industry practices. The courses cover various aspects of Zoho, including how to set up and customize the software, how to use it for specific business needs, and how to troubleshoot common issues. Whether you are new to Zoho or have some experience with the software, these courses can help you enhance your proficiency and make the most out of this powerful tool.

Here’s a look at the Best Zoho Courses and Certifications Online and what they have to offer for you!

Zoho Books Online Training Course

1. Zoho CRM – The Ultimate Guide on Zoho CRM by eTech School (Udemy) (Our Best Pick)

The Zoho CRM – The Ultimate Guide on Zoho CRM course, offered by eTech School, aims to help individuals master Zoho CRM and increase business productivity. The course provides training on how to effectively utilize the features of Zoho CRM, an on-demand, SaaS-based CRM software designed to manage sales, marketing, contacts, customer support, and other business functions.The course covers various topics, including an introduction to customer relationship management, an overview of Zoho CRM, pricing and account activation, learning the user interface, working with vendors and purchase order, working with products, campaigns, price books, leads, deals and quotes, sales order and invoices, activities and projects, cases and solutions, dashboards, reports, and forecasts.The course is divided into several sections, starting with an introduction and overview of the course content. The pricing and account activation section covers the different pricing plans for Zoho CRM and how to activate an account. The user interface section teaches participants how to navigate the software’s interface effectively.The Accounts and Contacts, Vendors and Purchase Order section covers how to manage and organize customer and vendor information, including creating purchase orders. The Products and Campaigns section teaches how to create and manage products and campaigns in the software. The Price Books and Leads section covers pricing strategies and how to manage leads effectively.The Deals and Quotes, Order and Invoices section covers how to process deals and quotes and create sales orders and invoices. The Activities and Projects, Cases and Solutions section covers how to manage activities and projects, including creating and assigning tasks. The dashboards, reports, and forecasts section teaches participants how to create custom dashboards, reports, and forecasts.In conclusion, the Zoho CRM – The Ultimate Guide on Zoho CRM course is an in-depth training program that covers all aspects of Zoho CRM. The course is designed to help individuals master the software, increase business productivity, and manage customer relationships effectively.

2. Zoho Books – Master the Accounting Software by eTech School (Udemy)

The Zoho Books – Master the Accounting Software Course offered by eTech School covers a comprehensive range of topics related to using Zoho Books for Accounting, Sales Invoicing, Purchase Tracking, and Bank Account Tracking. The course is tailored for Business Administration and Accounting students as well as Corporate Employees who want to learn about Accounting with the powerful SAAS based Accounting and Invoicing software Zoho Books.

The course covers various sections such as User Interface, Settings, Products, Contacts, Sales Invoicing, Purchase Expense Entries and Tracking, Chart of Accounts, Creating Timesheets and Invoices for hour Based Projects, and Exporting Balance Sheet, Profit and Loss, Trial Balance Reports. The tool helps in dealing with daily Accounting processes like creating Journal Entries, Income Expense Sheets, Balance Sheets.

Besides, the course also teaches students how to use Zoho Books to create and send Invoices, Retainer Invoices, and Sales Order to customers. Students can integrate their Banking Account with Zoho Books and keep track of Bank Account. They can also ask customers to pay online with the help of 3rd Party Payment processors, which can be integrated inside Zoho Books.

In conclusion, the course enables students to learn A-Z of using Zoho Books for all Accounting, Sales Invoicing, Purchase Tracking, Bank Account Tracking. Students can accept Online Payments and do Time-Based Project Invoicing, which can help them manage their business and financials in a greater way and increase Financial Strength for their business. The course content is divided into various sections such as Introduction, Overview, Pricing and Activation, User Interface, Products, Contacts and Banking, Sales, Purchases, Accountant, and Conclusion for easy comprehension.

3. Deluge on a Luge: Learn Zoho Programming by Jeremy Nagel, Mario Cabrera (Udemy)

The Deluge on a Luge: Learn Zoho Programming course is designed to teach individuals how to program for Zoho CRM, Zoho Creator, and other Zoho apps using Deluge script, which is Zoho’s programming language. Deluge script enables users to set up complex automation logic, update data, and integrate all Zoho apps together. This course assumes no prior knowledge of programming languages.

The course is structured to delve deeply into the language, covering topics such as data types, logical structures, fetching external data, and other key tips. It includes over 25 exercises to help individuals build their knowledge gradually until they are equipped to tackle the most difficult challenges.

The course is broken down into several sections, including an introduction, the structure of the course, data types, built-in functions, conditional logic, debugging code, Deluge in Zoho Creator, Deluge in Zoho CRM, fetching data, and exercises. There are two problem sets to help users apply what they have learned, and the course concludes with a next steps section to guide individuals on how to continue learning and expanding their skills.

4. Zoho CRM complete course || GET CERTIFICATE || by Learning Skills Academy (Udemy)

The Zoho CRM Complete Course offered by Learning Skills Academy provides an opportunity to learn Zoho CRM from scratch and master it in less time. The course is aimed at increasing business productivity. Customer relationship management (CRM) is a technology used for managing all company relationships and interactions with customers and potential customers. The goal is to improve business relationships. Zoho CRM acts as a single repository to bring together sales, marketing, and customer support activities.

The course is divided into four modules. The first module covers CRM and different editions of Zoho CRM. Setting up profiles is also included in this module. The second module covers creating and editing leads, adding notes to leads, creating activities, attaching links and files, and sorting and filtering information. The third module covers converting leads into contacts and accounts, cloning records, creating contacts from scratch, and deleting and restoring records. The final module covers creating deals, creating records, and searching fast.

This is a beginner-friendly course suitable for those who are new to Zoho CRM. Anwer Khan is the instructor for the course and will provide concise explanations to help maximize learning in less time. Upon completion of the course, a certificate will be awarded.

5. Zoho CRM Admin: Learn to Master Business Sales step-by-step by Zenith Business School (Udemy)

This course is called Zoho CRM Admin: Learn to Master Business Sales step-by-step and is being offered by Zenith Business School. The course is designed to teach users how to manage all aspects of Zoho CRM. Zoho CRM is a cloud platform that allows users to manage their sales team, emails, documentation, calls, and more. The course is designed to help users increase their sales and income with easy to follow training.

The course was created by expert trainers and Zoho product managers who deal with hundreds of customers every week. It uses advanced learning methodology to guarantee effective learning. The course has over 200 video units totaling over 10 hours of quality learning time. Depending on the user’s pace, time, and skills, it may take a week to a few weeks to complete the course.

Zenith Business School is the training business unit from SagitaZ Corporation, which is a 100% Zoho business-oriented international corporation. Around 10 people worked for about a year to create this course, including Zoho CRM project managers, developers, creative creators, and instructors. The course is designed to give users the opportunity to build competency with a pervasive business technology tool, Zoho CRM.

Zenith Business School is a professional and business online training company that offers three university degrees: Zoho Sales & Marketing, Zoho Creator, and Zoho Finance. Users can also access these courses even if they don’t have any university training, and a Certificate of Achievement will be issued. Zenith Business School hopes users will enjoy the course, learn a lot, and decide to take some of their other courses.

The course focuses on the brand new Zoho CRM launched in mid-2016 with the brand new user interface. It features dozens of new features that are explained in this course in a step-by-step manner.

6. Become a Zoho Programmer (for Non-Programmers) by The Workflow Academy (Udemy)

The course Become a Zoho Programmer (for Non-Programmers) is offered by The Workflow Academy. The course short description highlights the power of Zoho, specifically the use of custom functions and Deluge. The course is designed for anyone new to programming, with the aim to teach Deluge programming.

The course creator acknowledges that coding and programming can be intimidating, especially for people with no prior experience. However, the course teaches Deluge effectively and can significantly increase functionality in any Zoho system design. The curriculum begins with simple functions and progresses to more complex tasks such as connecting Zoho CRM with 3rd-party APIs.

The course claims that while Zapier and Zoho Flow can handle some tasks, they may not be suitable for more advanced tasks. For instance, the two tools could be limited in scope, confusing, or ineffective in creating/updating multiple records cross-platform. Deluge, on the other hand, can handle a wide range of tasks and make Zoho even more adaptable.

The course content comprises of four sections, including an introduction, creating API connections in Zoho CRM, coding the second Deluge function, and creating the first Zoho Books custom function. The learning material is distributed across short, simple videos.

7. Zoho Creator: Learn How to Build Applications step-by-step by Zenith Business School (Udemy)

The Zoho Creator course offered by Zenith Business School teaches students how to build web applications for businesses using the cloud-based platform. With a suite of visual tools and Deluge, an advanced scripting language, students can create applications in days or weeks instead of months.

The course covers the customization of applications to meet a range of business needs and the integration of Zoho apps with third-party platforms. Students will learn how to maximize productivity with Zoho and apply best practices to their work.

This course was created by experienced Zoho Creator Developers, Expert Trainers, and Zoho Product Managers. It is a comprehensive course with over hours of video units summing up quality learning time. The course was created by Zenith Business School, a training business unit from SagitaZ Corporation, a 100% Zoho-oriented international corporation.

Zenith Business School are Zoho Training and implementation experts with over 1000 Zoho implementation projects behind them in over 25 countries. They are also registered Zoho Alliance Partners, Zoho Premium Partners, and Consulting Partners. They offer free access to Zoho Creator if it is needed for the exercises in the course.

The course covers sections on user interface, forms for data management, reports for decision-making, Zoho Creator’s programming language Deluge Script, HTML pages, communication using API and integration functions, and customer portal.

Zenith Business School is a professional and business online training company that offers postgraduate programs in Zoho Sales & Marketing, Zoho Creator, and Zoho Finance. They offer official certification for these programs or a Certificate of Achievement if the student has no university training.

The course is updated weekly with new video lessons of quality learning time. Zenith Business School hopes that students will enjoy the course and learn a lot in the process. They encourage students to also take some of their other courses and read their course announcements to not miss any promotions or new material.

8. Zoho CRM User Training Course – Beginner To Expert Course by Nick Boardman (Udemy)

The Zoho CRM User Training Course – Beginner to Expert Course, instructed by Nick Boardman, aims to provide users with a comprehensive understanding of how to use all the features offered by Zoho CRM. The course is designed to help beginners transition into experts by covering key areas of the system and gradually introducing more advanced features.

The course comprises over five hours of content that delves into various features, including mass email, creating and using filters, using blueprints to manage leads, calendar booking, and multiple modules within the Zoho CRM system. Nick concludes the course by discussing each module’s purpose and how to use it effectively.

The course covers topics such as Records, Relationships, Views, Filters, Tags, Blueprints, Calendar, Calendar Booking, Search, GDPR, Homepage, Actions, Leads, Contacts, Accounts, Deals, Meetings, Phone Calls, Email, Reports, Analytics, Documents, Products, Quotes, Sales Orders, Purchase Orders, Invoices, Feeds, Campaigns, Vendors, Price Books, Cases, and Solutions.

Nick encourages users to contact him with any questions during the course. Overall, this course aims to enhance users’ understanding of the Zoho CRM system and help them utilize all its features.

9. Zoho Accounts Software by Lisa Newton (Udemy)

The Zoho Books Accounts Software Course is designed to teach users how to use Zoho, a free online accounting software, to perform essential bookkeeping tasks. The course focuses on popular Zoho functions that operators need to know to use the software proficiently. The course structure is practical, with users given a scenario-based assignment that includes various tasks to complete. Users are instructed to read the task, watch the video, attempt the task themselves, and then rewatch the video to reinforce the learning. Users will learn how to set up Zoho from scratch, enter opening balances, post customer invoices and credit notes, post supplier bills and credit notes, pay suppliers, manage petty cash, prepare a VAT return, reconcile the bank, post journals, and run reports. This course is useful for those who plan to work with Zoho, are going for jobs that require knowledge of the software, want to include the skill on their CV, are bookkeepers or accountants using Zoho for clients, or run their own business and want to use the software for themselves. Zoho is a CRM software with added functionality that may be useful to small or micro-businesses handling sales enquiries. Users will be given free access to Zoho Books, and the course materials include an assignment task handout. Successful completion of the course is equivalent to a Level 2 certificate in computerised accounts. The course content includes sections on setting up the system, nominal ledger, customers, suppliers, sales ledger, purchases ledger, sundry payments and receipts, VAT, bank reconciliation, payroll, month-end adjustments and reporting, and concluding steps. The course takes approximately 3-4 hours to complete.

10. Zoho CRM: Complete User Training for Managing Your Business by Tabish Alam (Udemy)

The Zoho CRM: Complete User Training for Managing Your Business course, taught by certified trainer Tabish Alam, is designed to help users learn Zoho CRM quickly and effectively. The course covers every aspect of sales and customer management, making it a perfect starter for anyone in an organization who needs to accurately record and share information about customers.

The course addresses common issues faced by Zoho users, such as struggling to understand the different features and settings, confusion around the sales process, difficulty recording customer data and sales information, and frustration with lead and opportunity differentiation. Additionally, users can learn how to create and send quotes, track sales activity, address issues with cases and solutions, and use dashboards to gain a better understanding of their business.

The training includes over 6.5 hours of content, and users can go over the material at their own pace, making it accessible for all skill levels. The course is a much more cost-effective option than on-site training, which can cost around £800 or more.

The course is broken down into sections that cover everything from navigation and design to marketing with CRM and extending the platform through building templates. In summary, the Zoho CRM course offers a comprehensive solution for any user looking to improve their skills and maximize the potential of the Zoho CRM platform.

Eliora K. Draves

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