Income Features in ProfitBooks

提供方
在此免费指导项目中,您将:

Learn how to manage your small business' income with ProfitBooks accounting software.

Bill customers, create estimates, update inventory, and manage sales orders.

在面试中展现此实践经验

2
中级
无需下载
分屏视频
英语(English)
仅限桌面

By the end of this project you will be able to use ProfitBooks to manage your small business’ income. You will learn about sales orders, invoices, services, and estimates. You will be able to take a sales order from beginning to end in the system, as well as reconcile invoices attached to sales orders. As you continue through the project you will learn how to manage inventory, add services, and create estimates for customers. You will gain the fundamentals to manage income using ProfitBooks. ProfitBooks hosts your information on the secure and widely-trusted Amazon Web Services (AWS). The company has also implemented additional security features like secure-access, built-in firewalls, encrypted data storage and periodic back-ups to keep your data safe. You can read more about their security policy here: https://www.profitbooks.net/cloud-data-security/

必备条件

Familiarity with basic accounting terminology.

您要培养的技能

  • Income

  • Accounting

  • Sales

  • Money Management

  • Finance

分步进行学习

在与您的工作区一起在分屏中播放的视频中,您的授课教师将指导您完成每个步骤:

  1. Add a customer in the CRM & add inventory to an item.

  2. Create a sales order & delivery challan.

  3. Invoice against a sales order & make a payment to the invoice.

  4. Create an invoice return & explore the reports page.

  5. Add a service to the product directory & generate an estimate.

指导项目工作原理

您的工作空间就是浏览器中的云桌面,无需下载

在分屏视频中,您的授课教师会为您提供分步指导

常见问题

由于您的工作空间包含适合笔记本电脑或台式计算机使用的云桌面,因此指导项目不在移动设备上提供。

指导项目授课教师是特定领域的专家,他们在项目的技能、工具或领域方面经验丰富,并且热衷于分享自己的知识以影响全球数百万的学生。

您可以从指导项目中下载并保留您创建的任何文件。为此,您可以在访问云桌面时使用‘文件浏览器’功能。

您可在页面顶部点按此指导项目的经验级别,查看任何知识先决条件。对于指导项目的每个级别,您的授课教师会逐步为您提供指导。

是,您可以在浏览器的云桌面中获得完成指导项目所需的一切。

您可以直接在浏览器中于分屏环境下完成任务,以此从做中学。在屏幕的左侧,您将在工作空间中完成任务。在屏幕的右侧,您将看到有授课教师逐步指导您完成项目。