Income Features in ProfitBooks

提供方
Coursera Project Network
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

Clock2
Intermediate中级
Cloud无需下载
Video分屏视频
Comment Dots英语(English)
Laptop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

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常见问题

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