This course is designed to equip beginners with a solid foundation
in accounting principles and hands-on experience in cloud-based
ERP software, specifically using AlignBooks—a leading True Cloud
Accounting Software in India. Learners will develop the skills to
manage business finances digitally, perform day-to-day
transactions, configure GST and tax compliance, generate financial
reports, and streamline sales, purchase, and inventory operations
efficiently.
What You'll Learn?
- Basics of accounting and cloud ERP from scratch
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Step-by-step AlignBooks training with real business use cases
-
Inventory, sales, purchase, taxation, and reporting modules
- Year-end procedures and compliance tasks
- How to be job-ready with hands-on simulation experience
Course Objective
This course is designed to equip beginners with a solid
foundation in accounting principles and hands-on experience in
cloud-based ERP software, specifically using AlignBooks—a
leading True Cloud Accounting Software in India. Learners will
develop the skills to manage business finances digitally,
perform day-to-day transactions, configure GST and tax
compliance, generate financial reports, and streamline sales,
purchase, and inventory operations efficiently.
By the end of this course, learners will:
-
Understand basic accounting concepts and the evolution of
digital accounting
-
Learn how to create, configure, and operate a business on
AlignBooks
-
Manage day-to-day transactions such as sales, purchases,
payments, and journal entries
-
Perform inventory and stock control, setup customer/vendor
masters, and configure pricing
-
Implement GST setup, invoicing, TDS/TCS adjustments, and bank
reconciliations
-
Generate MIS and financial reports for business analysis
-
Apply practical skills in a capstone simulation to reinforce
real-world readiness
Who can take the course?
-
Commerce students or MBA aspirants wanting to strengthen their
accounting fundamentals
-
Job seekers and freshers preparing for accounting and finance
interviews
-
Freelancers & consultants looking to manage their own or
client accounts
-
Entrepreneurs, startups & small business owners wanting to
adopt a modern cloud-based ERP
-
Accounting trainees, CA interns, and entry-level accountants
-
Anyone from non-commerce backgrounds curious to learn
accounting from scratch
-
Individuals switching from manual bookkeeping to automated
cloud accounting systems
*** No Prior Experience Needed ***
Whether you're from a commerce or non-commerce background, this
course simplifies everything for you. From "What is accounting?"
to “How to do GST invoicing in a cloud ERP?”, we start from
scratch and build up to practical implementation.
Career Outcomes
-
Be eligible for roles like: Accounts Executive, ERP Associate,
Finance Trainee, Billing Executive
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Confidently handle day-to-day accounts using cloud ERP tools
- Impress recruiters with practical ERP experience
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Build the foundation to grow into roles like Account Manager,
MIS Analyst, GST Consultant
Objective: Understand the core principles
of accounting and how modern technology, like cloud
accounting, is transforming the way businesses manage
finances.
A. Accounting Basics
-
Constitution of Firms: Proprietorship, Partnership, LLP,
Pvt Ltd / types of industries (trading, services,
manufacturing/ngo)
-
Fundamental Accounting Principles / Role of Accounting
in Business Operations
- Glossary of Basic Terms
B. Traditional vs Digital Accounting
- Manual Records vs. Real-Time Digital Entries
- Automation vs. Human Error
- Workflow Efficiency, Access, and Audit Trails
C. Introduction to Cloud Accounting
- What is Cloud Accounting?
- Cloud vs Offline + Hybrid Systems
- Benefits: Security, Accessibility, Scalability
- Case Study: AlignBooks Platform Overview
Activity: Quiz
Objective: Learn how to set up and
navigate AlignBooks, configure company settings, and
understand initial customization.
A. Introduction to AlignBooks
- Account Creation, Dashboard Tour
- Navigating Modules & Interface
- Setting User Roles, Permissions & Hierarchies
B. Company Setup & Configuration
- Company Details: Name, FY, Currency
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Module Activation: Sales, Purchase, Inventory, Finance
- Branding: Logo, Address
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Key Masters Record: Location, Warehouse, Tax Code
Master, Miscellaneous Master
Activity: 🏢 Create your own company
setup using a simulation
Quiz: ✅ Test your knowledge of company
setup & configuration
Objective: Learn how to create and manage
core masters for smooth business operations.
A. Core Masters
- Chart of Accounts & Ledger Creation
-
Customer/Vendor Master Records (Personal details,
Statutory, Communication, Social Profile)
-
Inventory Masters (Group, Brand, Categories &
Classification)
Activities: 🧩 Create master data for a
sample business
Quiz: ✅ Test your knowledge of core
master creation
Objective: Learn how to record and manage
opening balances for customers, vendors, financial
accounts, etc, in AlignBooks.
A. Record Opening Masters Data
- Customer/Vendor Opening Balance
- Financial Opening (Cash, Bank)
- Inventory Opening (Stock, Barcode, Fixed Assets)
-
Employee Opening Leaves / Point of Sale Customer Opening
Activities: 🧩 Add master's opening data
Quiz: ✅ Test your knowledge of recording
opening balances
Objective: Learn to manage purchases—from
requisitions to payment—with tools for automation and
performance tracking.
A. Purchase Workflow
- Purchase Request (PR)
- Purchase Order (PO)
- Goods Receipt Note (GRN)
-
Invoice (Types and classification of invoices, Add
Invoice)
B. Purchase Return & Bill Payment
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Purchase Return (Importance, Need, Issue Challan -
Invoice)
- Purchase Debit/Credit Note
C. Bill Payment
- Payment Voucher (Meaning, Use)
- Case Study (Manual system vs AlignBooks)
-
Auto and Manual process of Payment Voucher in AlignBooks
Activity: 🧾 Simulate purchase flow from
requisition to payment
Quiz: ✅ Test your knowledge of purchase
workflow
Objective: Understand and manage the
entire sales lifecycle in AlignBooks, including customer
tools and automation.
A. Sales Workflow
- Estimates/Quotation, Orders
- Delivery/Dispatch Challans
- Invoicing
- Sales Returns, Credit/Debit Notes
- Customer Payment Entries
Activity: 🧾 Create complete sales flow
simulation: Quotation → Invoice → Payment
Quiz: ✅ Test your knowledge of the sales
workflow
Objective: Efficiently track, move, and
value inventory, including production-ready stock flows.
A. Inventory Setup and Opening
- Inventory Master (Types, Creation, Bundling)
- Download Pre-Configured Items in AlignBooks
-
Pick And Pack (Difference between Bundle & Pick And
Pack)
- Material Issues/Receipts
- Stock Adjustment
Activity: 📦 Create all types of items
and load in invoices, apply Bundle & Pick and Pack
Quiz: ✅ Test your knowledge of inventory
setup and operations
Objective: Handle bank operations,
receipts, fund transfers, and Bank Instruments.
Topics Covered
- Chart of Accounts
- Receipts, Payments
-
Transfer Journal, Reversal Journal, Journal Voucher,
Expense Journals
-
Post-Dated Cheque Issue, Post-Dated Cheque Receipt
- Cheque Printing
Activity: 🏦 Create Voucher entries; PDC
Management (Issue & Adjustment of pending PDC’s)
Quiz: ✅ Test your knowledge of bank
operations
Objective: Use AlignBooks reports for
insights into performance, compliance, and planning.
Topics Covered
- Business Reports (Meaning, Need, and Impact)
- Customer, Vendor, and Stock Trial
-
Standard Financial Reports (Profit & Loss A/c, Balance
Sheet, Trial Balance, etc.)
Activity: 📊 Based on the data entry,
check reports and analyze the impact of voucher posting
Quiz: ✅ Test your understanding of
AlignBooks reports
Objective: Learn how to close and ensure
accurate year-end processing and smooth transition into
the next accounting cycle.
Topics Covered
- Lock Accounting Period
- Close Accounting Period
-
New Year Creation (AlignBooks Smooth Accounting Closure)
Activity: 🔒 Lock period and close the
accounting year
Quiz: ✅ Test your knowledge of year-end
closing
