brief topics to cover in Zoho Books training for clients:

1. Introduction: Start with a brief introduction to Zoho Books, explaining its main features and
benefits.

2. Dashboard: Show your clients how to navigate through the Zoho Books dashboard, including how
to add and customize widgets, and how to view important business metrics.

3. Company Setup: Explain how to set up their company profile, including adding their logo, business
address, and tax information.

4. Chart of Accounts: Help your clients set up their chart of accounts to accurately track their
business expenses and revenue.

5. Invoicing: Show how to create and customize invoices, including adding items and discounts, and
setting up recurring invoices.

6. Estimates: Explain how to create estimates and convert them into invoices.

7. Expenses: Demonstrate how to track expenses by adding bills, receipts, and expenses.

8. Banking: Help your clients connect their bank account to Zoho Books, import bank transactions,
and reconcile accounts.

9. Reports: Show how to generate different types of financial reports, including balance sheets,
profit and loss statements, and cash flow statements.

10. Taxes: Explain how to set up and manage taxes, including tax rates and tax groups.

11. Integrations: Show how to integrate Zoho Books with other Zoho apps and third-party tools, such
as Stripe and PayPal.

12. Support: Provide information on how to access Zoho Books support resources, including help
documentation, user guides, and customer support.
13. Best Practices: Offer tips and best practices for using Zoho Books efficiently and effectively,
including how to manage cash flow, automate workflows, and improve accounting processes.

These are just some ideas, You can tailor the training to our clients' specific needs based on their
industry, business size, and accounting experience.