Income Features in ProfitBooks

ofrecido por
Coursera Project Network
En este Proyecto guiado gratuito, tú:

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

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

Demuestra esta experiencia práctica en una entrevista

Clock2
IntermediateIntermedio
CloudNo se necesita descarga
VideoVideo de pantalla dividida
Comment DotsInglés (English)
LaptopSolo escritorio

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/

Requerimientos

Familiarity with basic accounting terminology.

Habilidades que desarrollarás

  • Income
  • Accounting
  • Sales
  • Money Management
  • Finance

Aprende paso a paso

En un video que se reproduce en una pantalla dividida con tu área de trabajo, tu instructor te guiará en cada paso:

  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.

Cómo funcionan los proyectos guiados

Tu espacio de trabajo es un escritorio virtual directamente en tu navegador, no requiere descarga.

En un video de pantalla dividida, tu instructor te guía paso a paso

Preguntas Frecuentes

Preguntas Frecuentes

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