- Module 1
-
Basics of Accounting Close Process
Topic 1: Introduction
Topic 2: Zuora Finance: An Overview
Topic 3: Accounting Close Process - Module 2
-
Running a Trial Balance
Topic 1: Setting the Accounting Period to ‘Pending Close’
Topic 2: Accounting Period Statuses
Topic 3: Running a Trial Balance
Topic 4: Fixing Optional and Required Action Items -
Check Your Understanding I
- Module 3
-
Viewing and Exporting Accounting Period Summaries and Balances
Topic 1: Accounting Period Summaries
Topic 2: Accounting Period Balances
Topic 3: Closing an Accounting Period
Topic 4: Re-opening an Accounting Period
Topic 5: Creating Summary Journal Entries -
Check Your Understanding II
- Module 4
-
Course Summary
Course Summary
Completed Objectives -
Course Rating
-
Next Steps
Zuora Finance: Basics of Accounting Close Process
Self-Paced: the different steps in the accounting close process.
This course covers the different steps in the accounting close process, how to run a trial balance and reconcile any outstanding transactions, and how to view and export the period end balances and summaries.
By the end of this course, you’ll be able to:
• Identify the steps in the accounting close process in Zuora Finance
• Run the trial balance
• Identify steps in fixing optional and required actions from the trial balance
• View accounting period balances and summaries
• Recognize how to export accounting period information
Prerequisites:
• Zuora Finance: An Introduction
The course is broken down as shown:
Module 1
Basics of Accounting Close Process
Topic 1: Introduction
Topic 2: Zuora Finance: An Overview
Topic 3: Accounting Close Process
Module 2
Running a Trial Balance
Topic 1: Setting the Accounting Period to ‘Pending Close’
Topic 2: Accounting Period Statuses
Topic 3: Running a Trial Balance
Topic 4: Fixing Optional and Required Action Items
Check Your Understanding I
Module 3
Viewing and Exporting Accounting Period Summaries and Balances
Topic 1: Accounting Period Summaries
Topic 2: Accounting Period Balances
Topic 3: Closing an Accounting Period
Topic 4: Re-opening an Accounting Period
Topic 5: Creating Summary Journal Entries
Check Your Understanding II
Module 4
Course Summary
Course Summary
Completed Objectives
Next Steps