Income Features in ProfitBooks

제공자:
Coursera Project Network
학습자는 이 무료 안내 프로젝트에서 다음을 수행하게 됩니다.

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

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

인터뷰에서 이 안내형 체험 보여주기

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Intermediate중급
Cloud다운로드 필요 없음
Video분할 화면 동영상
Comment Dots영어
Laptop데스크톱 전용

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/

요구 사항

Familiarity with basic accounting terminology.

개발할 기술

  • Income
  • Accounting
  • Sales
  • Money Management
  • Finance

단계별 학습

작업 영역이 있는 분할 화면으로 재생되는 동영상에서 강사는 다음을 단계별로 안내합니다.

  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.

안내형 프로젝트 진행 방식

작업 영역은 브라우저에 바로 로드되는 클라우드 데스크톱으로, 다운로드할 필요가 없습니다.

분할 화면 동영상에서 강사가 프로젝트를 단계별로 안내해 줍니다.

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자주 묻는 질문

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