Income Features in ProfitBooks
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
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/
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：
Add a customer in the CRM & add inventory to an item.
Create a sales order & delivery challan.
Invoice against a sales order & make a payment to the invoice.
Create an invoice return & explore the reports page.
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
常見問題
指導項目可在台式設備和移動設備上學習嗎？
指導項目的授課教師是誰？
我能在完成指導項目後從中下載作品嗎？
我需要具備多少經驗才能做這個指導項目？
我能直接通過 Web 瀏覽器來完成此指導項目，而不必安裝特殊軟件嗎？
指導項目的學習體驗如何？
還有其他問題嗎？請訪問 學生幫助中心。
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