ITCI
Innovate Training and Certification Institute
Zoho Books Training & Certification Program
Academic Leadership – Zoho Books Program
CA Megha Kotecha – Lead Trainer
CA Megha Kotecha is the Academic Head and Lead Trainer for ITCI’s Zoho Books Training Program.
A Chartered Accountant with over a decade of experience, she is a Certified Zoho Books Professional and Trainer with deep expertise in accounting systems, GST compliance, and real-world financial workflows.
Her training approach focuses on hands-on learning, conceptual clarity, and guided execution, ensuring that students and professionals can confidently apply Zoho Books in practical business environments
Why Zoho Books Matters in Today’s Finance Roles
Zoho Books is a cloud-based accounting platform widely used by startups, MSMEs, professionals, and growing businesses across India and globally.
It supports end-to-end accounting workflows including invoicing, GST compliance, banking, reporting, and automation—making it a practical system for real-world financial operations.
Who should learn Zoho Books?
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Commerce, finance, and accounting students seeking practical exposure
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Accounting trainees and early-career professionals
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Practicing accountants and tax professionals
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Business owners and startup founders managing their own accounts
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Professionals transitioning into accounting or finance roles
Program Highlights
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Practical, hands-on training using real business data
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Trainer-led sessions with guided execution
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Real-world business use cases and workflows
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Post-training support and certification guidance
Whether you’re aiming to strengthen your career foundation, manage business finances independently, or add Zoho Books as a service offering, this program equips you with practical, execution-ready skills.
What You'll Learn
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Zoho Books Setup & Navigation
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Sales: Estimates, Invoices, Payment Tracking
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Purchases: POs, Bills, Expenses
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Banking & Reconciliation
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GST, TDS, TCS Compliance
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Financial Reports & Dashboards
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Automation & Workflows
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Templates & Customisation
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User Roles & Approval Processes
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Customer & Vendor Portals
Course Structure & Duration
This is a comprehensive 36-hour classroom-based practical training program, designed to provide in-depth, hands-on exposure to Zoho Books for real-world accounting, compliance, and business workflows.
The program is delivered through structured sessions, combining conceptual clarity with extensive practical execution, ensuring learners gain confidence to independently handle Zoho Books in professional environments.
Total Duration: 36 Hours (Classroom Training)
Batch Options:
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Weekday Batch:
▸ 3 hours per day -
Weekend Batch:
▸ 7 hours per day
Program Span:
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Structured over multiple weeks for better absorption and practice
Mode: Classroom-based, Trainer-led sessions at ITCI
Batch Size: Limited seats per batch to ensure personalised attention and effective learning
Learning Methodology
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Hands-on practice using Zoho Books with real business scenarios
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Trainer-led demonstrations followed by guided execution
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Case-based discussions for practical understanding
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Regular interaction, doubt-solving, and workflow explanation
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Limited batch size for focused classroom learning
Post-Course Benefits
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Post-Training Reference Guide (PDF): Visual, step-by-step reference material for continued practice after course completion
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WhatsApp Learning Group: Periodic tips, feature explainers, and short walkthroughs for concept reinforcement
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Post-Training Q&A Session: One structured follow-up session conducted approximately 7 days after course completion
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Complimentary Zoho Books Access (1 Year): Eligible participants receives access to a Zoho Books account for continued hands-on practice, subject to applicable terms.
(Sample certificate for representation purposes)
Certification Criteria
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Attendance Requirement: Mandatory attendance for all scheduled sessions
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Assessment Format: MCQ-based evaluation (30 questions | 45 minutes)
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Qualification Criteria: Minimum score of 70% required to qualify
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Certificate Issuance: Certificates are issued only to participants who meet attendance and assessment criteria
How This Course Supports Your Career & Professional Practice
Career Growth & Job Readiness
This program equips learners with practical, execution-ready skills that are directly applicable in real accounting and finance roles. Participants move beyond theoretical understanding and gain confidence in handling live accounting workflows using Zoho Books.
By working through real business scenarios, learners develop clarity on day-to-day accounting operations, compliance requirements, and reporting structures commonly expected in professional environments.
The course builds job-ready accounting skills for roles such as Accounts Executive, Junior Accountant, Finance Associate, and Accounting Trainee, while also supporting early-career professionals in transitioning smoothly into accounting and finance functions.
Professional Practice & Business Application
For practicing professionals, this training enables the structured use of Zoho Books for client accounting, GST compliance, and financial reporting, improving accuracy, efficiency, and consistency in service delivery.
Business owners and consultants gain the ability to independently manage books, monitor cash flows, and review financial performance, reducing dependency on manual processes or fragmented systems.
The course also supports professionals looking to add Zoho Books as a service offering - whether for internal practice, client implementation, or advisory support—backed by hands-on exposure and practical understanding of real workflows.