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How do I create a project in Home and Business?

Reckon FAQsReckon FAQs Reckon Staff Posts: 703 ✭✭
  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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