Income Features in ProfitBooks

Offered By
Coursera Project Network
In this 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.

Clock2
IntermediateIntermediate
CloudNo download needed
VideoSplit-screen video
Comment DotsEnglish
LaptopDesktop 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/

Skills you will develop

IncomeAccountingSalesMoney ManagementFinance

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

Frequently Asked Questions

More questions? Visit the Learner Help Center.