How do I create a project in Home and Business?

Reckon FAQs
Reckon FAQs Reckon Staff Posts: 278 Reckon Staff Reckon Staff
edited August 2020 in Reckon Accounts (Desktop)
  1. Click Business on the top toolbar, hover over Customers and click Add Customer


  2. Choose your customer from the Customer drop down menu

  3. Title your Project/Job

  4. Choose a status from the Status drop down menu (you can create your own status by clicking the New/Edit button)

  5. Fill in the appropriate dates

  6. Click the OK button


That's all you need to do!

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