TallyPrime Training Centre is a leading Accounting & Finance Training Institute offering professional training in Chandigarh - Mohali.
✅ Courses Offered:
TallyPrime & Tally ERP 9 |
GST Accounting & Filing |
Advanced Excel & MIS Reporting |
QuickBooks & SAP-ERP |
📞 Enroll Today! Call: 9988113578
Top – Accounting Courses Training Institute in Chandigarh
Financial Modeling & Valuation Analyst (FMVA) Training in Chandigarh / Mohali
Call Us – 8528110190
Zoho -SAP & Quickbooks Foreign and Indian Accounting Courses Institute in Chandigarh
.Welcome to Zoho Books , Xero & QuickBooksTraining Institute Chandigarh the best place to learn Zoho books& QuickBooks , SAP in Chandigarh and Mohali .
Whether you want Zoho Books ,Xero & QuickBooks Training in Chandigarh, or want to lern Courses online ,we provide extensive and hands-on courses for both new user and advanced user.
we specialize in empowering career growth through comprehensive training in Zoho Books, QuickBooks, Xero, SAP Fico, and Financial Modeling & Valuation Analyst (FMVA). Conveniently located in Chandigarh and Mohali, our courses are tailored to provide practical, job-ready skills in high-demand financial tools.
Learn how to become an accounting expert with comprehensive training in Zoho Books, Xero, and QuickBooks,SAP Fico, FMVA at Chandigarh’s top institute.
Advance Your Career with Professional Zoho Books & QuickBooks , Xero ,SAP FICO, FMVA Training in Chandigarh.
Zoho Books Training in Chandigarh – Course – Content
1. Introduction to Zoho Books
What is Zoho Books?
Overview of Zoho Books as an online accounting software
Understanding cloud-based accounting and its benefits
Key Features
Financial management tools: Invoicing, expenses, reporting, etc.
Integration with Zoho ecosystem (CRM, Projects, Inventory)
Mobile access for on-the-go financial management
Exploring the User Interface
Dashboard overview: Widgets for financial snapshots, income, expenses, bank balances, etc.
Menu navigation: Sales, Purchases, Banking, Reports, and Settings
2. Getting Started
Setting Up Your Organization
Inputting company information: Business name, address, tax details
Defining fiscal year start and end dates
Configuring currency settings for domestic and international transactions
Configuring Preferences
Invoice preferences: Customizing templates, terms, and conditions
Customizing and filtering reports for specific periods or entities
Sales & Purchase Reports
Monitoring sales performance and trends
Tracking purchase activity by vendor
Identifying high-performing products and services
Tax and Compliance Reports
Preparing tax audit reports
Filing accurate tax returns using tax summary and reconciliation reports
13. Multi-User Collaboration
Adding Users
Inviting team members to collaborate on Zoho Books
Assigning roles and access levels (Admin, Accountant, Salesperson, etc.)
Role-Based Access Control
Setting permissions for users based on their roles
Restricting access to sensitive financial data
Audit Trail and User Activity Monitoring
Tracking user activities and changes made to financial records
Ensuring data integrity through audit logs
14. Automation in Zoho Books
Setting Up Workflows
Automating repetitive tasks like invoicing, payment reminders, etc.
Creating custom workflows for approvals, notifications, and task assignments
Custom Fields and Templates
Adding custom fields to invoices, bills, and reports
Customizing templates for sales, purchase, and tax documents
Automating Email Notifications
Sending automatic notifications for overdue invoices
Setting reminders for pending bills and tax filings
15. Closing Books and Year-End Processes
Finalizing Transactions
Reviewing and closing the books for the fiscal year
Ensuring all transactions are entered and reconciled
Generating Year-End Reports
Carrying Forward Balances
Book My Zoho Demo
QuickBooks Training In Chandigarh
Installing QuickBooks
System requirements
Installing QuickBooks
Getting started with QuickBooks
Converting data from other Intuit products
Registering your copy of QuickBooks
Checking for QuickBooks software updates
What’s new in this version of QuickBooks
Setting up your company file
Choose a start date
Gather information
Create your company file
Set up company lists
Enter opening balances
Set up payroll
Enter optional adjustments
Customize preferences
Entering historical transactions
Historical transactions overview
Entering sales and accounts receivable (A/R) transactions
Entering accounts payable (A/P) transactions
Entering payroll transactions
Entering bank and other transactions
Changing your start date
Lists
Types of lists
Editing and deleting list items
Speeding up data entry with lists
Adding customized fields to lists
Keeping your lists organized
Printing, saving, or emailing a list
Your chart of accounts
Chart of accounts overview
Adding new accounts
Entering opening balances for accounts in use
Editing opening balances
Editing account information
Deleting an account
Using account numbers
Keeping your chart of accounts organized
Changing an account’s color
Merging existing accounts
Printing your chart of accounts
Items—your products and services
Items overview
Creating items
Tips for businesses that invoice for costs
Using subitems
Reports about items
Editing item information
Deleting items
Changing prices
Tracking sales
Types of sales forms
Entering a sales transaction
Working with sales transactions
Customizing your sales form
Printing, saving, or emailing a sale form
Charging for actual time and costs
Creating a daily sales summary
Assessing finance charges
Using billing statements
Using estimates
Questions and answers about sales forms
Receiving and depositing payments
Recording an invoice or statement payment
Overpayments, down payments, and prepayments
Retainers
Correcting the application of a payment
Depositing payments
Recording a return
Handling a bounced check from a customer
Questions and answers about payments
Inventory
Inventory overview
Viewing items on order
Receiving inventory items
Using the inventory register
Viewing the average cost of inventory items
Adjusting value and quantity on hand
Returning items to a vendor
Reports about inventory
Sales tax—track and pay
Sales tax overview
Turning on sales tax
Creating tax items for each single tax you apply
Creating tax groups
Editing sales tax items
Assigning taxes to customers
Marking items you sell as taxable
Applying sales tax to an invoice or cash sale
Non-taxable sales
Unusual tax situations
Keeping track of how much sales tax you owe
Paying sales tax
Accounts receivable management
Viewing the accounts receivable register
Viewing the customer register
Editing a transaction in the A/R register
Changing the opening balance for a customer
Viewing an A/R transaction history
Viewing a QuickReport about a customer
Working with A/R reports and graphs
Bills
Bills overview
Entering a bill
Paying bills
Viewing a bill payment
Editing bills and payments
Deleting bills and payments
Having QuickBooks remind you to pay your bills
Entering credit from a vendor
Questions and answers about bills
Accounts payable management
Viewing the accounts payable register
Editing a transaction in the A/P register
Viewing an A/P transaction history
Viewing a QuickReport about a vendor
Working with A/P reports and graphs
Managing your checkbook
Checks overview
Entering a check
Editing checks
Voiding checks
Deleting checks
Printing, saving, or emailing checks
Depositing funds into your checking account
Credit card transactions
Credit card overview
Entering a credit card transaction
Editing a credit card transaction
Reconciling/paying your credit card statement
Purchase orders
Purchase order overview
Turning on the purchase order feature
Customizing purchase orders
Entering a purchase order
Viewing purchase orders
Receiving items against a purchase order
Editing purchase orders
Closing a purchase order manually
Printing purchase orders
Account registers
Account registers overview
Opening an account’s register
Entering transactions in a register
Editing transactions in a register
Finding a specific transaction
Printing, saving, or emailing a register
Assets, liabilities, and equity
Assets overview
Adding fixed asset and depreciation accounts
Selling fixed assets
Recording thefts or losses of fixed assets
Purchasing assets
Liabilities overview
Borrowing money
Adding a loan to your chart of accounts
Tracking loan payments
Equity overview
Distributing yearly profits to partners
Creating equity accounts
Transferring money out of Opening Bal Equity
Recording an owner’s draw
Recording an owner’s capital investment
Account reconciliation
Reconciling accounts overview
Balancing your account for the first time
Reconciling your checking account statement
Marking cleared transactions
Completing reconciliation
Reconciling your credit card statement
Correcting differences
Printing a reconciliation report
Time tracking
Time tracking overview
Time tracking preferences
Filling in a weekly timesheet
Entering single activities
Invoicing customers for time
Reports about time
Reports, graphs, and budgets
Setting your report preferences
Creating a report
Customizing a report
Filtering report data
Using QuickZoom for report details
Printing, saving, or emailing a report
Exporting a report to Microsoft Excel
Memorizing and recalling reports
QuickReports
Questions and answers about reports
Graphs
Budgets
Book My QuickBooks Demo
Xero Training Center In Chandigarh
Course Content
1. Introduction to Xero and Cloud Accounting
2. Getting Started with Xero
Creating an Account and Setting Up Your Business Step-by-step guidance on how to create a Xero account and enter your business’s basic details such as name, address, tax ID, and industry.
Configuring Initial Settings Learn how to customize your business profile, set up your financial year, select the appropriate tax rates, and configure currency settings if your business deals with multiple currencies.
Exploring the Xero Interface A detailed walkthrough of Xero’s dashboard, highlighting key features and tools, including bank accounts, sales, purchases, and financial reports. You’ll learn how to navigate the software with ease.
3. Managing Chart of Accounts
Understanding the Chart of Accounts Learn what the chart of accounts is and how it serves as the backbone of your financial reporting. Understand the difference between asset, liability, equity, revenue, and expense accounts.
Customizing Your Chart of Accounts Tailor your chart of accounts to your business’s unique needs. Learn how to add, edit, and delete accounts, as well as assign tax rates to each account for accurate reporting.
4. Bank Reconciliation and Transactions
Connecting Your Bank Accounts Learn how to securely link your bank accounts to Xero for real-time access to your transactions. Understand the importance of bank feeds for accurate and up-to-date financial data.
The Reconciliation Process Master the bank reconciliation process, where you compare your bank statements to the transactions recorded in Xero. This section will cover the best practices for reconciling deposits, payments, and transfers.
Setting Up Bank Rules Automate recurring transactions by setting up bank rules. This helps you save time by automatically categorizing and reconciling transactions that follow a consistent pattern, such as regular supplier payments or customer receipts.
5. Invoicing and Billing
Creating Professional Invoices Learn how to create and customize professional invoices, including setting payment terms, due dates, and automating email reminders for unpaid invoices. You’ll also learn how to add your company’s logo and brand colors to invoices.
Managing Customer Payments Understand how to track customer payments, mark invoices as paid, and handle partial payments. Learn how to set up online payment gateways like Stripe or PayPal to receive payments directly through Xero.
Recurring Invoices Set up recurring invoices for clients who are billed regularly (e.g., monthly subscription services). Automate the process to save time and improve cash flow consistency.
Creating and Managing Bills Discover how to enter and manage bills from suppliers, ensuring that expenses are tracked accurately and payments are made on time. Learn how to schedule recurring bill payments and avoid late fees.
6. Expense Tracking and Claims
Tracking Day-to-Day Expenses Learn how to accurately record business expenses, categorize them, and assign them to the correct account to maintain clean and organized financial records.
Expense Claims for Employees Set up and manage expense claims for employees, where team members can submit their work-related expenses for reimbursement. Xero streamlines this process, allowing employees to submit claims digitally.
Automating Expense Processes Explore ways to automate expense tracking by integrating with expense management tools like Receipt Bank or Expensify, which sync with Xero to reduce manual data entry.
7. Multi-Currency Transactions
Handling Multi-Currency in Xero Learn how to deal with multi-currency transactions if your business operates internationally. Understand how Xero automatically updates exchange rates and handles currency conversions.
Managing Foreign Currency Payments Discover how to invoice customers and pay suppliers in foreign currencies. Learn how to reconcile bank accounts that hold foreign currency balances.
8. Inventory Management
Setting Up and Tracking Inventory If your business sells products, learn how to set up inventory items in Xero. Track stock levels, costs, and sales quantities accurately, ensuring you have a clear view of what’s in stock and when to reorder.
Automating Inventory Management Integrate Xero with eCommerce platforms like Shopify or WooCommerce to automatically track inventory levels in real-time, reducing manual data entry and improving accuracy.
Inventory Reporting Generate reports that show inventory performance, helping you understand stock movement, identify best-selling items, and manage reordering strategies more effectively.
9. Payroll Management
Setting Up Payroll in Xero Learn how to set up payroll for employees, including adding employee details, configuring pay rates, tax settings, and deductions (such as retirement contributions or insurance premiums).
Processing Payroll Step-by-step guidance on how to run payroll in Xero, including calculating employee pay, generating pay slips, and processing salary payments. You’ll also learn how to handle payroll taxes and ensure compliance with local regulations.
Managing Leave and Time Off Discover how to track employee leave balances, including vacation days, sick leave, and other time-off entitlements. Automate leave accruals to ensure accuracy in payroll processing.
Payroll Compliance Ensure compliance with payroll regulations by setting up Xero to automatically calculate and deduct employee tax contributions, providing accurate records for tax filings.
10. Financial Reporting and Analysis
Generating Standard Financial Reports Learn how to generate key financial statements such as profit and loss, balance sheets, cash flow statements, and trial balances. These reports help provide a clear picture of your business’s financial health.
Customizing Financial Reports Discover how to create custom reports to meet specific business needs, such as sales by region, expenses by category, or profitability by project. This helps business owners make informed decisions.
Tracking Financial Performance Over Time Explore how to set financial goals, create budgets, and compare actual performance against forecasts. Use Xero’s reporting tools to track trends over time and improve financial decision-making.
11. Taxation and Compliance
Managing Sales Tax (GST, VAT, etc.) Set up sales tax rates relevant to your region, such as GST in India, VAT in Europe, or other local taxes. Ensure that your invoices and bills automatically calculate the correct tax amounts.
Filing Tax Reports Learn how to generate tax reports and file them directly from Xero. This includes preparing GST returns, VAT submissions, and other compliance reports based on your business’s tax structure.
Ensuring Audit-Ready Records Ensure that your financial records are accurate and audit-ready. Learn best practices for maintaining clean records, so you’re prepared for any tax audits or inquiries.
12. Managing Contacts (Customers and Suppliers)
Adding and Organizing Contacts Discover how to add new contacts for both customers and suppliers, and organize them into groups (such as VIP customers or key suppliers) for easy management.
Tracking Contact History Learn how to track the history of transactions and communications with each contact, helping you build better relationships with clients and suppliers.
Managing Outstanding Balances Monitor outstanding balances for each customer and supplier, ensuring that you stay on top of collections and payments.
13. Final Assessment and Certification
Book My Xero Demo
Financial Modeling & Valuation Analyst Course in Chandigarh
Whether you’re a B.Com, M.Com, MBA Finance student, or simply looking to sharpen your financial skills, Our 3-month comprehensive course is tailored to equip you with in-demand skills like financial analysis, 3-statement modeling, business valuation, and more. You’ll gain hands-on experience with real-world case studies, build professional-grade financial models, and become proficient in advanced tools like Excel, data visualization, and scenario analysis.
Financial Modeling & Valuation Analyst Course in Chandigarh
Duration: 3 Months Mode: Online/Offline (Chandigarh and Mohali) Prerequisites: Basic knowledge of finance and accounting principles
Module 1: Financial Analysis Fundamentals
Objective: Introduce students to core financial statements and essential analysis techniques.
Key Topics:
Understanding the Balance Sheet, Income Statement, and Cash Flow Statement
o Link Down Payment Recon. Act With Vendor Recon. Act
o Post Vendor Down Payment
o Post Vendor Invoice
o View Vendor Report
o Clear Down Payment
o Make Vendor Payment
o View Vendor Report
o Automatic Payment Program
o Step1: All Company Code
o Step 2: Paying Company Codes
o Step 3: ‘Payment Methods In Country
o Step 4: Payment Methods In Company Code
o Step 5: House Bank
o Step 6: ‘Bank Determination
o Step 7: Update Vendor Master
o House Bank And Bank Account Set Up
o Withholding Tax Configuration
o Check Withholding Countries
o Define Withholding Tax Keys
o Define Reasons For Exemption
o Define Withholding Tax Type For Invoice Posting
o Define Withholding Tax Codes
o Activate Extended Withholding Tax
o Creation Of G/L Account For TDS Posting
o Define Accounts For Withholding Tax To Be Paid Over
o Activation Of CIN In Vendor Master
o Maintain Company Code Settings
o Assign Withholding Tax To Vendor Master
o TDS Posting Scenario
o TDS Posting With Exemption Scenario
o Update Exemption Details To Vendor Master
ACCOUNT RECEIVABLE
o Define Customer Account Groups
o Create Number Ranges For Customer Account Groups
o Assign Number Ranges To Customer Account Groups
o Tolerance Groups For Customer
o Define Customer Accounts
o Post Customer Invoice
o Post Customer Credit Memo
o Customer Accounts Balances (Open Item Report)
o Customer Outgoing Payment With Clearing
o Display Posted Document
o Customer Down Payment
o Create Down Payment Reconciliation Account
o Link Down Pyt Recon. Act With Cust. Recon. Account
o Post Customer Down Payment
o Post Customer Invoice
o View Customer Report
o Clear Down Payment
o Make Customer Payment
o View Customer Report
o Dunning Configuration
o Define Dunning Procedure
o Run Dunning Program
o Bill of Exchange
o Post bill of exchange
o Present bill of exchange
o Discounting bill of exchange
o Tax On Sales/Purchase (GST)
o Define Condition Type
o Create G/L Accounts
o Create/Copy Transaction Key
o Assign G/L Accounts
o Create Tax Procedure
o Assign Tax Procedure To Country
o Creation Of Tax Codes
o Edit Sales Revenue G/L
o Post A Customer Invoice
ASSET ACCOUNTING:
o Copy Reference Chart Of Depreciation
o Assignment Of Chart Of Depreciation To Company Code
o Creation Of 0% Tax Codes For Sales And Purchased
o Assignment Of 0% Tax Code To Company Code
o Specify Account Determination
o Creation Of Screen Layout Rules
o Define Number Range Intervals
o Creation Of Asset Class
o Creation Of G/L Accounts
o Assignment/Integration Of G/L Account For Automatic Posting
o Specify Document Type For Depreciation Posting
o Specify Interval And Posting Rule
o Determination Of Depreciation Area In The Asset Class
o Specify Rounding Of Net Book Value
o Define Screen Layout For Asset Master Data
o Specify The Screen Layout For Asset Depreciation Area
o Define Depreciation Calculation Methods
o Maintain Depreciation Key
o Creation Of Asset Master Records
o Edit Asset Master Records
o Asset Purchase
o Asset Explorer
o Depreciation Run
o Acquisition Of Fixed Assets
o Sale Of Fixed Assets
o Sale Of Asset With Customer
o Sale Of Asset Without Customer
o Transfer Of Assets
o Intercompany Transfer
o Intracompany Transfer
o Asset Scraping
o Depreciation Run
Closing down procedures
Integration
o Integration with FI & MM
o Integration with FI & SD
o Integration with FI & HR
Reports
o Various reports of customers vendors and assets
OTHER IMPORTANT TOPICS
o Sensitive Fields For Dual Control
o One Time Vendor Concept (Prerecorded Session)
o Validation Rule
o Substitution Rule
o Legacy System Migration Workbench (LSMW)
o Financial Statement Version
New GL Accounts
o Configuring new GL
o Configuring multiple ledger
o Document splitting
o Configuring leading and non-leading ledger
CONTROLLING MODULE
COST ELEMENT ACCOUNTING:
o Creation Of Primary Cost Element
o Edit Primary Cost Element
o Mass Creation Of Primary Cost Element
o Generation Of Batch Input Session
o Run Batch Input Session
o Creation Of Secondary Cost Element
o Edit Secondary Cost Element
o Display Secondary Cost Element
COST CENTER ACCOUNTING:
o Activate Cost Center Accounting
o Cost Center Standard Hierarchy
o Creation Of Cost Center Categories
o Creation Of Cost Center
o Edit Cost Center
o Display Cost Center
o Deletion Cost Center
o Cost Center Report
PROFIT CENTER ACCOUNTING:
o Activate Profit Center
o Maintain Controlling Area Settings
o Define Dummy Profit Center
o Set Control Parameters For Actual Data
o Maintain Plan Versions
o Create Profit Center
o Edit Profit Center
o Display Profit Center
INTERNAL ORDER
o Define Settlement Profiles
o Define Order Type
o Define And Assign Number Range
o Create Internal Order
o Create Internal Order
o Display Internal Order
Book My SAP FICO Demo
Whether you’re aiming to secure a new job, make a career switch, or boost your earning potential, our expert-led programs are designed to set you up for success in today’s competitive job market.Be a part of our Zoho Books ,Xero, SAP FICO , FMVA & QuickBooks training class in Chandigarh and give a shovel to improving your accounting skills. No matter, whether you want to learn Zoho Books ,Xero& QuickBooks in Chandigarh for your personal growth purpose or for the sake of growing your career as a professional. Start your journey with us to unlock new career opportunities and elevate your professional skills!
%20in%20Chandigarh%20-Mohali.png)
