Course curriculum

  • 1

    Getting Started

    • Welcome to Mydoma Jumpstart!

    • Logging In & Setting Up Your Studio

    • Clients & Vendors

    • Setting Up Payments, Accounting, and Tax Rates

    • Learning Resources & Support

    • Extra Credit: Getting Started With Mydoma
  • 2

    Accounting Setup with Mydoma and QuickBooks

    • Welcome to Accounting Setup with Mydoma and QuickBooks

    • Connecting Your Studio to QuickBooks

    • Accounting Setup: Important Things to Remember

    • Mapping Products and Services to QuickBooks Income Accounts

    • Accounting Setup with Mydoma and QuickBooks Learning Resources and Support
  • 3

    Creating Design Presentations with Mydoma

    • Welcome to Creating Design Presentations with Mydoma

    • Mydoma Design Presentation Tools

    • Installing the Product Clipper

    • Using the Product Clipper

    • Creating and Sharing a Design Board

    • Using Design Board Templates

    • Creating Design Presentations: Learning Resources & Support
  • 4

    Projects, Products, & Services

    • Welcome to Projects, Products, and Services

    • Navigating the Product & Service Catalogs

    • Extra Credit: Searching and Filtering In the Product Catalog

    • How to Set Up a Project

    • Creating Products with Product Clipper

    • Manually Creating Products and Services

    • Extra Credit: Quick Adding Products & Services

    • Understanding & Creating Views

    • Extra Credit: How to Create and Use Views

    • Using Tags in Products and Services

    • Products and Services Help Center Resources
  • 5

    Documents and Contracts

    • Welcome to Documents and Contracts!

    • Contracts: Overview & Creation

    • Creating and Using Contract Templates

    • Presentation Mode

    • Documents & Contracts Resources
  • 6

    Getting Paid

    • Welcome to Chapter 4: Getting Paid

    • Overview: Proposals, Orders, and Invoices

    • Creating and Sharing Proposals

    • Creating and Sending Orders

    • Extra Credit: Custom Order Tracking With Statuses and Reports

    • Creating and Sharing Invoices

    • Getting Paid Resources
  • 7

    Reporting

    • Welcome to Reporting

    • An Introduction to Reporting In Mydoma

    • Reporting Modules Overview

    • Reporting Learning Resources & Support
  • 8

    Project Management: Task Manager, Time Tracking, and Studio Calendar

    • Project Management: Tasks, Time Tracking, and Studio Calendar

    • Using Task Manager

    • Time Tracking

    • Using Calendar