Expenses in ProfitBooks

Offered By
In this Guided Project, you will:

Learn how to use the functions of the Expenses tab in ProfitBooks to manage your small business expenses and streamline your company's bookkeeping.

1
Beginner
No download needed
Split-screen video
English
Desktop only

ProfitBooks is an online accounting and payroll management software for small businesses. It allows users to organize offices finances and track all activities related to their business. This free online tool allows you to manage your money without accounting knowledge, grow sales with powerful invoicing tools, track inventory with ease, and run your business with total confidence. This project will take a deeper look into the Expenses tab in Profitbooks. We will explore the functions and features Profitbooks has to offer small business owners for managing their business expenses. In this project we will create a purchase order, record an expense for a project we add to the system, record a purchase, create a payment voucher and add a vendor into the system. 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/

Skills you will develop

  • Payments

  • Purchase Orders

  • Expense

  • Accounting

  • Vendor Management

Learn step-by-step

In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:

  1. Add a new vendor to the system.

  2. Create a project and record an expense towards the project cost.

  3. Issue a purchase order.

  4. Make a payment.

  5. Record a purchase.

How Guided Projects work

Your workspace is a cloud desktop right in your browser, no download required

In a split-screen video, your instructor guides you step-by-step

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You'll learn by doing through completing tasks in a split-screen environment directly in your browser. On the left side of the screen, you'll complete the task in your workspace. On the right side of the screen, you'll watch an instructor walk you through the project, step-by-step.

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