From organisation setup to VAT, banking, and automation — get your team confident on Zoho Books and the wider Zoho suite.
More UK practices and SMEs are choosing Zoho Books for its strong automation, transparent pricing, and ties to CRM, Projects, and payroll. If your team is used to Xero or QuickBooks, Zoho's workflows, terminology, and VAT handling need dedicated attention — otherwise you risk slow adoption and client errors.
We train accountants on real UK workflows: HMRC MTD for VAT, standard and cash schemes, bank rules, recurring transactions, multi-currency where needed, and report packs that partners actually use for management accounts.
Financial year, base currency, VAT registration and schemes, default tax treatments, and a chart of accounts aligned to your practice templates. We cover custom fields, classes or tracking dimensions where they replace Xero tracking or QBO classes.
Feed connections, rule-based categorisation, split transactions, transfers, and month-end reconciliation discipline. We address common pitfalls: duplicate imports, uncleared items, and matching payments to invoices and bills.
End-to-end MTD for VAT in Zoho Books: tax mappings, box logic, adjustments, and authorised HMRC submissions. We include flat rate, cash accounting, and reverse charge where relevant to your client base.
Estimates, recurring invoices, retainer billing, purchase approvals, vendor credits, and payment gateways. We show how workflows and custom buttons can remove repetitive keystrokes across high-volume clients.
P&L, balance sheet, cash flow, and custom reports; exports for year-end. Where you use Zoho CRM, Payroll, or Expense, we outline how data flows into Books so your team stops fighting duplicate contacts and mis-posted payroll journals.
We review your Zoho Books organisations, connected apps, and each team member's experience so training targets the biggest gaps first.
Foundations for new users, advanced automation for seniors, or VAT/MTD deep-dives for the whole team — built around your client types.
Live sessions in your Zoho environment with anonymised data: processing sales and purchases, running VAT, and closing the month.
Zoho Books cheat sheets, MTD checklists, bank rule templates, and workflow notes matched to your practice standards.
30 days of email support for reconciliation snags, VAT exceptions, and integration questions.
Onboard and support Zoho Books clients without guesswork or risky workarounds
Faster month-end with rules, batch operations, and consistent tax treatment
Reliable MTD VAT submissions and fewer HMRC queries
Clear use of the Zoho stack so CRM, books, and payroll stay in sync
30 days of follow-up support after training
Book a free training assessment and find out how we can get your team productive on Zoho Books.
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