Income Features in ProfitBooks

Offered By
In this Free Guided Project, you will:

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

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

Showcase this hands-on experience in an interview

2
Intermediate
No download needed
Split-screen video
English
Desktop only

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/

Requirements

Familiarity with basic accounting terminology.

Skills you will develop

  • Income

  • Accounting

  • Sales

  • Money Management

  • Finance

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 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.

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

Frequently asked questions

Because your workspace contains a cloud desktop that is sized for a laptop or desktop computer, Guided Projects are not available on your mobile device.

Guided Project instructors are subject matter experts who have experience in the skill, tool or domain of their project and are passionate about sharing their knowledge to impact millions of learners around the world.

You can download and keep any of your created files from the Guided Project. To do so, you can use the “File Browser” feature while you are accessing your cloud desktop.

At the top of the page, you can press on the experience level for this Guided Project to view any knowledge prerequisites. For every level of Guided Project, your instructor will walk you through step-by-step.

Yes, everything you need to complete your Guided Project will be available in a cloud desktop that is available in your browser.

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.

More questions? Visit the Learner Help Center.