Training · Zoho Books · Online or in person
Zoho Bookstraining
A practical course for accountants and finance staff: the daily work in Zoho Books, from invoices and bills to bank reconciliation, VAT and month-end reports.
- Online: live virtual class
- Offline: at your office
Plan a session
Pick a course and a format and we will propose an outline.
Step 1 of 2 · then your contact details
Zoho Books training from Gulf Infotech teaches finance teams the chart of accounts, invoices and bills, bank reconciliation, VAT and e-invoicing for their country, and the reports management asks for. Courses are private, live online or in person, in English or Arabic, across the Middle East. We are a Zoho Authorized Partner, serving businesses since 2007.
The tools your staff already use, taught hands-on
Microsoft 365 Copilot
Outlook
Teams
Word
Excel
PowerPoint
SharePoint
Claude
Gemini
Gmail
Docs
Sheets
Slides
Google Workspace
Course summary
Generative AI for business
The course is booked for your finance team alone and follows your own country's edition of Zoho Books.
Who is Zoho Books training for?
Finance teams that have just moved to Zoho Books
from Tally, QuickBooks, Xero or spreadsheets. See Zoho Books.
Accountants and bookkeepers
who enter invoices, bills and payments every day.
Finance managers
who approve transactions, close the month and send reports to owners and auditors.
UAE and Saudi companies preparing for e-invoicing
whose staff need to know what changes when invoices go through Zoho. See e-invoicing with Zoho.
Sales and operations staff
who raise quotes or invoices but are not accountants.
What will attendees be able to do after the course?
Find their way around the chart of accounts
and know which account each transaction lands in.
Raise quotes, invoices, credit notes and recurring invoices
and record customer payments.
Enter bills, expenses and vendor payments
with purchase orders where your process uses them.
Reconcile bank accounts
using bank feeds or imported statements, and set bank rules for repeat transactions.
Apply the right VAT
to sales and purchases, and prepare the VAT return for review.
Run the reports management uses
profit and loss, balance sheet, cash flow, receivables and payables ageing, and the VAT summary.
What does the syllabus cover?
The agenda and syllabus follow Zoho's own training structure, aligned with Zoho's certifications, and we fit the modules and timings to your team's requirement.
The course teaches how Zoho Books handles tax. Your accountant or tax adviser still decides how your transactions are treated and stays responsible for your returns.
Module 1
Set-up you need to understand
organisation profile, chart of accounts, opening balances, taxes, currencies and user roles.
Module 2
Sales
customers, items, quotes, invoices, credit notes, recurring invoices, payment reminders and receipts.
Module 3
Purchases
vendors, bills, expenses, purchase orders and vendor payments.
Module 4
Banking
bank feeds and statement imports, matching and categorising transactions, bank rules and reconciliation.
Module 5
VAT and e-invoicing for your country
UAE VAT returns filed with EmaraTax and e-invoices in PINT-AE format over Peppol; Saudi ZATCA Phase 2 (Fatoora) invoices with QR codes; Oman and Bahrain VAT invoices and returns; Qatar and Kuwait without VAT.
Module 6
Month-end and reports
journals, transaction locking, profit and loss, balance sheet, cash flow, ageing and VAT reports, and exporting for your auditor.
Module 7
Arabic and bilingual documents
Arabic or Arabic-English invoice templates and the Arabic interface.
Session lengths and booking
Zoho Books courses run as private sessions on a date you choose. The four packages are 1 hour, 2 hours, half a day (4 hours) and a full day (8 hours). For a first look at Zoho Books, an overview session runs 60 to 90 minutes; the longer packages depend on how hands-on you want the Zoho Books training to be, and we structure each one to your requirement. Finance teams often take a full day before go-live, then a short session after the first month-end to answer the questions that real work raises. Ask us for a session.
Can Zoho Books training be part of our implementation?
Yes. When we set up Zoho Books for you, training is one step of the project, run in your own organisation once the chart of accounts, taxes and templates are in place. A corporate package can add separate sessions for approvers and for sales staff who only raise invoices. Once you are live, Zoho support covers the questions that come later.
Why learn Zoho Books with Gulf Infotech?
Zoho Authorized Partner with a large team of certified Zoho engineers.
Taught by the team that implements Zoho Books including VAT set-up and UAE and Saudi e-invoicing onboarding.
Country editions covered Zoho Books has editions for the UAE, Saudi Arabia, Oman and Bahrain, and we teach the one your company uses.
- 1,500+
Since 2007 with 1,500+ active cloud customers across the Middle East.
Zoho Books in your country
Zoho Books in the UAE
UAE VAT and e-invoicing.
Zoho Books in Saudi Arabia
ZATCA Phase 2 e-invoicing.
Zoho Books in Oman
Oman VAT edition, Muscat head office.
Zoho Books in Qatar
Doha office.
Frequently asked questions
How long is the Zoho Books course?
You can book 1 hour, 2 hours, half a day (4 hours) or a full day (8 hours). A Zoho Books overview takes 60 to 90 minutes; longer packages depend on how hands-on you want it. One hour suits sales staff who only raise invoices. A full day covers the whole syllabus for accountants. We can split it into shorter sessions, for example sales and purchases one day and banking and VAT the next.
Does the course cover VAT and e-invoicing?
Yes, for your country. UAE sessions cover VAT returns filed with EmaraTax and e-invoices sent in PINT-AE format over Peppol. Saudi sessions cover ZATCA Phase 2 invoices with QR codes through Fatoora. Oman and Bahrain sessions cover VAT invoices and returns. We teach how Zoho Books handles tax; your tax adviser decides the treatment.
Is it available in Arabic?
Yes. Sessions run in English or Arabic. Zoho Books offers an Arabic interface in its GCC editions and can issue invoices in Arabic or in Arabic and English side by side, so Arabic sessions use the screens and documents your staff will work with.
Can we practise in our own Zoho Books?
Where possible, yes, because practising on your own chart of accounts and customers makes the course stick. To keep your live books clean, we agree beforehand which exercises run on live data.
Do we get a certificate?
Paid, registered participants receive a Gulf Infotech certificate of the training. Zoho Books has no exam with us, and the certificate is not a Zoho qualification. Ask us what your HR team or professional body needs to record, and we will confirm it before the session.
Is the training online or in person?
Both. Online sessions are live virtual classes with a trainer, which suits finance teams in more than one office. In-person sessions run at our offices in Muscat, Dubai and Doha. In both formats attendees enter real transactions during the session, so they leave knowing the screens.
Plan Zoho Books training for your finance team
Tell us your country, how many people need training and what they do in Zoho Books, and we will suggest a package and a date.