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(70 reviews)
(70 reviews)
Learn basic functions within the ProfitBooks platform.
Use what you have learned to create a customer invoice.
Add to your LinkedIn profile
Only available on desktop
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/.
In a video that plays in a split-screen with your work area, your instructor will walk you through these steps:
Set-up a ProfitBooks account.
Build a customer in the CRM.
Create an item in inventory.
Add a local tax for invoicing purposes.
Create a customer invoice on credit.
The Coursera Project Network is a select group of instructors who have demonstrated expertise in specific tools or skills through their industry experience or academic backgrounds in the topics of their projects. If you're interested in becoming a project instructor and creating Guided Projects to help millions of learners around the world, please apply today at teach.coursera.org.
Skill-based, hands-on learning
Practice new skills by completing job-related tasks.
Expert guidance
Follow along with pre-recorded videos from experts using a unique side-by-side interface.
No downloads or installation required
Access the tools and resources you need in a pre-configured cloud workspace.
Available only on desktop
This Guided Project is designed for laptops or desktop computers with a reliable Internet connection, not mobile devices.
70 reviews
71.42%
15.71%
4.28%
1.42%
7.14%
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Reviewed on May 28, 2023
Easy to use, better accounting software application. Thank you.
Reviewed on Feb 22, 2021
This course was incredible! I learned new skills that will help me run my business more effectively!
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Coursera Project Network
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Universitat de Barcelona
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Coursera Project Network
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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.