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.
Income Features in ProfitBooks
Learn, practice, and apply job-ready skills with expert guidance
4.5
(13 reviews)
Intermediate level
Recommended experience
2
Learn at your own pace
Hands-on learning
What you'll learn
Learn how to manage your small business' income with ProfitBooks accounting software.
Bill customers, create estimates, update inventory, and manage sales orders.
Skills you'll practice
Details to know
Shareable certificate
Add to your LinkedIn profile
Taught in English
No downloads or installation required
Only available on desktop
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Learn, practice, and apply job-ready skills in less than 2 hours
- Receive training from industry experts
- Gain hands-on experience solving real-world job tasks
- Build confidence using the latest tools and technologies
About this Guided Project
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:
Add a customer in the CRM & add inventory to an item.
Create a sales order & delivery challan.
Invoice against a sales order & make a payment to the invoice.
Create an invoice return & explore the reports page.
Add a service to the product directory & generate an estimate.
Recommended experience
Familiarity with basic accounting terminology.
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Instructor
Offered by
How you'll learn
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.
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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.