How do I create a project in Home and Business?

Reckon FAQs
Reckon FAQs Reckon Staff Posts: 359 Reckon Staff
  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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