Preferred learners
- Anywhere
- Academic experience
Categories
Skills
Project scope
- What is the main goal for this project?
-
The main goal for the project is to streamline the billing process for Confluence Heating and Cooling Ltd. by formatting Quickbooks Online for invoices and receipts and creating systems to improve efficiency in billing. This will involve several different steps for the learners, including:
- Analyzing the current billing process and identifying areas for improvement.
- Formatting Quickbooks Online for efficient and professional-looking invoices and receipts.
- Creating systems and processes to automate and streamline the billing process.
- Training employees on the new billing systems and processes.
- What tasks will learners need to complete to achieve the project goal?
-
By the end of the project, learners should complete the following tasks:
- Analysis of the current billing process and a report on areas for improvement.
- Formatted Quickbooks Online for invoices and receipts.
- Documentation of new billing systems and processes.
- Training materials for employees on the new billing systems.
Final deliverables should include:
- A report detailing the analysis of the current billing process and the improvements made.
- Documentation of the formatted Quickbooks Online and the new billing systems and processes.
- Training materials for employees.
- What is the main goal for this project?
-
The main goal for the project is to streamline the billing process for Confluence Heating and Cooling Ltd. by formatting Quickbooks Online for invoices and receipts and creating systems to improve efficiency in billing. This will involve several different steps for the learners, including:
- Analyzing the current billing process and identifying areas for improvement.
- Formatting Quickbooks Online for efficient and professional-looking invoices and receipts.
- Creating systems and processes to automate and streamline the billing process.
- Training employees on the new billing systems and processes.
- What tasks will learners need to complete to achieve the project goal?
-
By the end of the project, learners should complete the following tasks:
- Analysis of the current billing process and a report on areas for improvement.
- Formatted Quickbooks Online for invoices and receipts.
- Documentation of new billing systems and processes.
- Training materials for employees on the new billing systems.
Final deliverables should include:
- A report detailing the analysis of the current billing process and the improvements made.
- Documentation of the formatted Quickbooks Online and the new billing systems and processes.
- Training materials for employees.
- How will you support learners in completing the project?
-
Showing you how the QBO is currently being used vs. the goal of where I want it to be. Access to the companies QBO.
About the company
- https://www.confluencehvac.ca
- 2 - 10 employees
- Construction, engineering & trades
Welcome to Confluence Heating and Cooling, where comfort and convenience converge with exceptional craftsmanship and unbeatable value.
As a female-owned business, we take pride in delivering top-notch heating, cooling, gas fitting, and air quality services, using only quality products. Serving the Kootenays for all of your residential and light commercial heating, cooling, and air quality needs.