Getting Started with ProfitBooks

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Coursera Project Network
Dans ce projet guidé, vous :

Learn basic functions within the ProfitBooks platform.

Use what you have learned to create a customer invoice.

Clock1 hour
BeginnerDébutant
CloudAucun téléchargement requis
VideoVidéo en écran partagé
Comment DotsAnglais
LaptopOrdinateur de bureau uniquement

This project will give you the opportunity to familiarize yourself with the cloud-based platform, ProfitBooks. We will start this project by introducing you to the platform through creating an online account and taking a virtual tour of the software. This step will include updating your company profile in the settings. We will continue our introduction by building out a CRM through the customer profile feature. Once the customer profiles are created, you will be introduced to some beginner features on the platform. This project will focus on the Item feature for products and services & invoice feature for billing. Upon completion of this project, you will understand how to add customers to your CRM, inventory items and services, and invoice customers. You will have the confidence to continue towards intermediate use of ProfitBooks in a continuation series. 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. ProfitBooks hosts your information on the secure and widely-trusted Amazon Web Services (AWS) while implementing additional security features like secure-access, built-in firewalls, encrypted data storage and periodic back-ups. You can read more about their security policy here: https://www.profitbooks.net/cloud-data-security/.

Les compétences que vous développerez

InvoicingInventoryCRMAccountingSmall Business

Apprendrez étape par étape

Votre enseignant(e) vous guidera étape par étape, grâce à une vidéo en écran partagé sur votre espace de travail :

  1. Set-up a ProfitBooks account.

  2. Build a customer in the CRM.

  3. Create an item in inventory.

  4. Add a local tax for invoicing purposes.

  5. Create a customer invoice on credit.

Comment fonctionnent les projets guidés

Votre espace de travail est un bureau cloud situé dans votre navigateur, aucun téléchargement n'est requis.

Votre enseignant(e) vous guide étape par étape dans une vidéo en écran partagé

Foire Aux Questions

Foire Aux Questions

D'autres questions ? Visitez le Centre d'Aide pour les Etudiants.