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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/.
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1 - 8 von 8 Bewertungen für Getting Started with ProfitBooks
von Antonio D B
•23. Feb. 2021
This course was incredible! I learned new skills that will help me run my business more effectively!
von KARMA T
•27. Okt. 2020
good for companies
von Rosalyn A S
•12. Feb. 2021
Thank you!
von kwesi b
•30. Aug. 2022
great job
von Arnab K G
•12. März 2021
Great
von Connor D C
•19. Nov. 2022
Super Basic Information about Profit Books.
Course is great for a business owner who wants to learn a very easy book keeping system.
Would have been nice to at least explore all the features, not just the absolute basics.
von Max H
•25. Feb. 2022
Having trouble unenrolling from this course!:( The three dots on the top right hand corner don't give me that option
Max
von maxwell m
•3. Nov. 2022
pff i cant even un enroll
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