How do I create a project in Home and Business?
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Reckon FAQs
Reckon Staff Posts: 357
- Click Business on the top toolbar, hover over Customers and click Add Customer
- Choose your customer from the Customer drop down menu
- Title your Project/Job
- Choose a status from the Status drop down menu (you can create your own status by clicking the New/Edit button)
- Fill in the appropriate dates
- Click the OK button
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