Getting Started with ProfitBooks from Coursera

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/.

What's inside

Syllabus

Getting Started with ProfitBooks

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 create a basic CRM, add items, and invoice customers. You will have confidence to continue towards intermediate use of ProfitBooks in a continuation series.

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops a foundational understanding of ProfitBooks

Introduces the beginner features of ProfitBooks

Builds a basic CRM through the customer profile feature

Teaches students how to use the Item feature for products and services

Covers the basics of the Invoice feature for billing

Serves as an introduction to using ProfitBooks

Reviews summary

Profitbooks course overview

According to students, this course is a good choice to learn basic accounting using ProfitBooks. While learners say the course is easy to follow, it is basic and does not cover all features of the software.

Easy to follow course.

"Easy to use, better accounting software application."

"Course is great for a business owner who wants to learn a very easy book keeping system."

Course is basic.

"Super Basic Information about Profit Books."

"Would have been nice to at least explore all the features, not just the absolute basics."

Career center

Learners who complete Getting Started with ProfitBooks will develop knowledge and skills that may be useful to these careers:

Bookkeeper

Bookkeepers maintain financial records and prepare financial reports. This course is useful for those who want to become Bookkeepers as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses.

See salaries and explore the career path for Bookkeeper

Tax Preparer

Tax Preparers prepare tax returns for individuals and businesses. The course Getting Started with ProfitBooks is useful for aspiring Tax Preparers as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses.

See salaries and explore the career path for Tax Preparer

Auditor

Auditors examine and evaluate financial records and provide assurance that the records are accurate and reliable. The course Getting Started with ProfitBooks is useful for aspiring Auditors as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses.

See salaries and explore the career path for Auditor

Payroll Clerk

Payroll Clerks process payroll for employees. The course Getting Started with ProfitBooks is useful for aspiring Payroll Clerks as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses.

See salaries and explore the career path for Payroll Clerk

Accountant

Accountants analyze financial information and prepare financial reports that summarize and interpret a company's financial activities. Accountants can also provide financial advice to clients, such as businesses and individuals. The course Getting Started with ProfitBooks can be useful for aspiring Accountants as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Accountants who need to be able to accurately record and report financial information.

See salaries and explore the career path for Accountant

Marketing Manager

Marketing Managers plan and execute marketing campaigns to promote products and services. The course Getting Started with ProfitBooks may be useful for aspiring Marketing Managers as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Marketing Managers who need to be able to understand and analyze financial information.

See salaries and explore the career path for Marketing Manager

Account Manager

Account Managers are responsible for managing relationships with clients and ensuring that their needs are met. The course Getting Started with ProfitBooks may be useful for aspiring Account Managers as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Account Managers who need to be able to understand and analyze financial information.

See salaries and explore the career path for Account Manager

Customer Service Representative

Customer Service Representatives provide support to customers and resolve their issues. The course Getting Started with ProfitBooks may be useful for aspiring Customer Service Representatives as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Customer Service Representatives who need to be able to understand and resolve financial issues.

See salaries and explore the career path for Customer Service Representative

Sales Representative

Sales Representatives sell products and services to customers. The course Getting Started with ProfitBooks may be useful for aspiring Sales Representatives as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Sales Representatives who need to be able to understand and explain financial information to customers.

See salaries and explore the career path for Sales Representative

Freelance Writer

Freelance Writers create written content for clients, such as articles, blog posts, and website content. The course Getting Started with ProfitBooks may be useful for aspiring Freelance Writers as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Freelance Writers who need to be able to manage the financial aspects of their businesses.

See salaries and explore the career path for Freelance Writer

Entrepreneur

Entrepreneurs start and run their own businesses. The course Getting Started with ProfitBooks may be useful for aspiring Entrepreneurs as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Entrepreneurs who need to be able to manage the financial aspects of their businesses.

See salaries and explore the career path for Entrepreneur

Business Analyst

Business Analysts analyze business processes and systems and make recommendations for improvements. The course Getting Started with ProfitBooks may be useful for aspiring Business Analysts as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Business Analysts who need to be able to understand and analyze financial information.

See salaries and explore the career path for Business Analyst

Financial Analyst

Financial Analysts provide financial advice and guidance to businesses and individuals. They analyze financial data and trends to make recommendations on investment decisions, financial planning, and other financial matters. The course Getting Started with ProfitBooks may be useful for aspiring Financial Analysts as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Financial Analysts who need to be able to understand and analyze financial information.

See salaries and explore the career path for Financial Analyst

Operations Manager

Operations Managers plan and execute operational activities to achieve business goals. The course Getting Started with ProfitBooks may be useful for aspiring Operations Managers as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Operations Managers who need to be able to understand and analyze financial information.

See salaries and explore the career path for Operations Manager

Consultant

Consultants provide advice and guidance to businesses and individuals on a variety of topics. The course Getting Started with ProfitBooks may be useful for aspiring Consultants as it provides a foundation in accounting principles and software. The course covers topics such as creating invoices, managing inventory, and tracking expenses. This knowledge can be helpful for Consultants who need to be able to understand and analyze financial information.

See salaries and explore the career path for Consultant