Zuora Finance: Basics of Accounting Close Process

Zuora Finance: Basics of Accounting Close Process

Self-Paced: 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.

About this course

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

 

Course45 minutes

  • 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

About this course

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

 

Course45 minutes

  • 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