Excellium Academy
Master Zoho Books with Confidence. Manage Your Business Finances Smarter.
Whether you’re managing your organization’s finances or supporting multiple clients, getting the most out of Zoho Books requires more than knowing where the menus are-it requires understanding how the platform supports real accounting and financial workflows. Guided by consultants with practical implementation experience, participants learn how to configure the system correctly, automate routine accounting processes, improve financial accuracy and generate meaningful business insights.
TRAINING DETAILS
Programme Overview
Date
14th October (Virtual) / 20th October (Onsite)
Format
Virtual Instructor-Led & Onsite Workshop
Fees
₦150,000 Virtual / ₦250,000 Onsite
Venue
Excellium Business Limited, Magodo, Lagos
- Availability: Limited seats remaining
About the Programme
Learn Zoho Books Through Real Accounting Workflows
Rather than focusing on isolated software features, this programme follows the complete financial lifecycle-from organization setup and transaction processing to reconciliation, reporting and compliance-using practical business scenarios.
The programme combines accounting best practices with practical application inside Zoho Books, helping participants understand not only how the platform works, but how to apply it within real financial operations.
Who It's For
Designed for Professionals Responsible for Financial Operations
Whether you’re new to Zoho Books or looking to improve your efficiency with the platform, this programme equips you with practical skills you can apply immediately.
- Accountants
- Finance Managers
- Finance Officers
- Bookkeepers
- Small and Medium Business Owners
- Financial Controllers
- Accounting Consultants
- Professionals transitioning from manual bookkeeping
- Organizations implementing or currently using Zoho Books
What You'll Learn
Build the Skills to Manage Your Financial Operations More Effectively
- Structure Your Chart of Accounts
Build an accurate Chart of Accounts that supports effective financial reporting.
Key Outcome
Structured ledger records for error-free audits.
- Manage the Sales & Invoicing Lifecycle
Handle invoicing, customer payments and related sales processes.
Key Outcome
Faster cycles and improved business cashflows.
- Automate Expenses & Reconciliation
Automate expense recording and bank reconciliation processes.
Key Outcome
90% reduction in manual data entries.
- Improve Financial Accuracy
Apply best-practice accounting workflows.
Key Outcome
Clean records and auditable transparent trails.
- Generate Real-Time Reports
Produce financial reports that support management decision-making.
Key Outcome
Interactive insights to lead strategic planning.
- Support VAT Reporting
Apply Zoho Books features for VAT reporting.
Key Outcome
Stay compliant with tax regulations effortlessly.
- Automate Repetitive Accounting Tasks
Use automation to improve productivity.
Key Outcome
Free up hours of manual processing time.
Course Content
A Practical Journey Through the Complete Financial Lifecycle
- Setting Up Your Customers, Vendors, Items & Chart of Accounts
- Understanding the chart of Accounts
- Setting up customers and vendors
- Creating products and services and working with price lists
- Understanding GL basics in Zoho Books context.
- Smarter Invoicing & Customer Payments
- Create compliant professional invoices
- Optimize accounts receivables tracking
- Process and log customer payments accurately
- Handle credits and refunds
- Expense Management & Bank Reconciliation
- Track business expenses and supplier bills
- Manage vendors and purchases cycles
- Import and map live bank transactions
- Execute Smart reconciliation
- Identify mapping discrepancies
- Financial Reporting & VAT Compliance
- Generate balance sheets and P&L statements
- Customize dynamic operational reports
- Monitor key business indicators (KPIs)
- Execute tax settings for local VAT compliance
- Organize reports for year-end closing
Programme Schedule
Two Days of Practical, Structured Learning
Day 1
Get everyone comfortable with the Zoho Books interface, contacts, items, the sales process, invoicing, and vendor transactions
9:00 AM – 12:00 PM
Getting Started, Setup & Sales
- Welcome, introductions & training expectations
- Navigating the dashboard and key menus
- Understanding the Chart of Accounts
- Setting up customers and vendors
- Creating basic products and services
- Creating estimates/quotations and converting to invoices
- Sales order workflow overview
12:00 – 12:30 PM
Lunch Break (30 minutes)
12:30 – 3:00 PM
Invoicing, Payments & Vendor Transactions
- Creating and customising professional invoices
- Recording customer payments
- Creating purchase orders and bills; recording vendor payments
- Manual Journals
- Hands-on practice and Q&A
Day 2
Build advanced inventory, banking, budgeting, project accounting, expense management and reporting skills
9:00 AM – 12:30 PM
Advanced Inventory, Banking & Budgeting
- Working with price lists
- Reorder levels & replenishment
- Batch/serial number tracking
- Item groups
- Assembly and composite items
- Stock taking & Inventory adjustment
- Transfer order & Move order
- Backorders
- Dropshipments
-
Banking & Reconciliation:
- Managing bank accounts
- Importing bank statements - Budgeting
12:30 – 1:00 PM
Lunch Break (30 minutes)
1:00 – 3:30 PM
Projects, Expenses, Customer Portal & Reports
-
Project Accounting:
- Creating projects and assigning customers
- Tracking project expenses
- Logging time against projects
- Invoicing directly from project activity -
Expense Management:
- Recording expenses
- Employee expenses & Receipt attachments - Customer Portal & Vendor Portal
- Fixed Assets Management
- Financial reports overview
- Wrap-up, Q&A, and Certificate of Completion
After the Programme
What You'll Be Able to Do with Confidence
- Accounting and financial management
- Process customer invoices, payments, expenses and supplier transactions accurately
- Automate routine accounting processes to improve efficiency
- Perform bank reconciliations with confidence
- Generate Profit & Loss Statements, Balance Sheets, Cash Flow Reports
- Produce real-time financial information for decision-making
- Reduce manual data entry and improve financial record accuracy
- Apply Zoho Books effectively within your accounting processes
Your Instructors
Learn from Consultants with Practical Implementation Experience
Training is delivered by experienced consultants from Excellium Business Limited, a business technology partner specializing in the implementation, customization and support of Zoho business applications for organizations across multiple industries.
Our facilitators combine deep product knowledge with practical implementation experience, ensuring every session reflects real business scenarios rather than generic software demonstrations.
Lead Facilitator
To Be Announced
Before You Attend
Come Prepared to Learn Hands-On
To ensure you get the absolute most out of this practical, instructor-led academy session, please make sure you have the following prerequisites ready.
- A laptop or desktop computer (Windows or macOS)
- A reliable internet connection for virtual participants
- An active Zoho Books account or free trial account
- Basic bookkeeping or accounting knowledge is beneficial but not mandatory
Programme Information
Choose the Learning Format That Works for You
We offer flexible virtual and onsite options tailored to your personal schedule or corporate requirements.
Virtual Instructor-Led Training
Participate remotely through an interactive, live instructor-led digital workshop environment.
- Date: 14th October, 2026.
- Fee: ₦150,000
Onsite Classroom Workshop
Join us at our fully equipped training facility in Lagos. Corporate onsite deliveries available on request.
- Date: 20th October, 2026.
- Fee: ₦250,000 (Includes lunch & drinks)
- Venue: Excellium Business Limited, Magodo, Lagos
Available Seats & Deadlines
Seats are strictly limited to ensure practical interaction and personalized learning. Registration Deadline: TBA.
FAQs
Questions About the Zoho Books Mastery Training?
Do I need prior accounting knowledge?
Basic bookkeeping knowledge is helpful, but the programme is designed to guide participants through Zoho Books step-by-step, from the absolute fundamentals to more advanced corporate processes.
Is this training suitable for businesses already using Zoho Books?
Yes. The programme is highly valuable for both new users and existing power-users who want to optimize their everyday efficiency, automate manual financial pipelines, and generate better dynamic reports.
Will I receive a certificate?
Yes. Participants who successfully complete the required workshop milestones will receive an official Excellium Academy Certificate of Completion.
Is the training practical?
Absolutely. This is a practical, scenario-based course. You will work inside a sandbox environment executing real-world transactional workflows under the direct guidance of active consultants.
Can my organization arrange private corporate training?
Yes. Excellium Academy designs tailored corporate training programs delivered onsite or virtually. We can align the curriculum specifically to your custom chart of accounts and corporate processes.
How do I confirm my registration
Payments can be made via bank transfer to Excellium Business Limited. Bank account details and payment instructions will be provided automatically upon successful submission of the registration form.
Need More Information?
Speak with the Excellium Academy Team
Our admissions and learning coordinators are always available to help answer operational questions, register team groups, or design bespoke corporate training options for your business.