Income Features in ProfitBooks

提供方
在此免費指導項目中,您將:

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

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

在面試中展現此實踐經驗

2
中級
無需下載
分屏視頻
英語(English)
僅限桌面

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/

必備條件

Familiarity with basic accounting terminology.

您要培養的技能

  • Income

  • Accounting

  • Sales

  • Money Management

  • Finance

分步進行學習

在與您的工作區一起在分屏中播放的視頻中,您的授課教師將指導您完成每個步驟:

  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.

指導項目工作原理

您的工作空間就是瀏覽器中的雲桌面,無需下載

在分屏視頻中,您的授課教師會為您提供分步指導

常見問題

由於您的工作空間包含適合筆記本電腦或台式計算機使用的雲桌面,因此指導項目不在移動設備上提供。

指導項目授課教師是特定領域的專家,他們在項目的技能、工具或領域方面經驗豐富,並且熱衷於分享自己的知識以影響全球數百萬的學生。

您可以從指導項目中下載並保留您創建的任何文件。為此,您可以在訪問云桌面時使用‘文件瀏覽器’功能。

您可在頁面頂部點按此指導項目的經驗級別,查看任何知識先決條件。對於指導項目的每個級別,您的授課教師會逐步為您提供指導。

是,您可以在瀏覽器的雲桌面中獲得完成指導項目所需的一切。

您可以直接在瀏覽器中於分屏環境下完成任務,以此從做中學。在屏幕的左側,您將在工作空間中完成任務。在屏幕的右側,您將看到有授課教師逐步指導您完成項目。

還有其他問題嗎?請訪問 學生幫助中心