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This course introduces you to the Quickenerp platform. You will learn how to navigate the interface, configure your company profile, manage users, and customise the system to suit your business needs. By the end of this course you will be comfortable moving around Quickenerp and ready to work in any module.

This course covers all configuration areas in Quickenerp. Learn how to manage system-wide settings, configure email servers, set up security rules, manage translations, and use technical tools like automated actions and scheduled tasks. This is the most important course for administrators – everything here applies across all modules.

This course covers the Contacts module in Quickenerp. Contacts are the foundation of your CRM – every customer, vendor, partner, and employee is stored as a contact record. Learn how to manage companies and individuals, use tags and segmentation, track activities, communicate via the chatter, and grant portal access.

This course covers Avalara AvaTax integration in Quickenerp: connecting your AvaTax account, automatic real-time tax calculation on Sales Orders/Invoices/Website checkout, address validation, and managing customer tax exemption certificates.

This course covers multi-level approval (tier validation) workflows in Quickenerp: defining who must approve a journal entry or vendor bill before it posts, how reviewers approve/reject, and requiring a specific per-vendor approver on bills.

This course covers two related customization areas in Quickenerp: the library of 30+ ready-made Website themes for your public site, and the backend workspace UI customizations (apps sidebar, chatter, dialogs, color themes) for how the internal admin interface looks and feels.