Thank you for reaching out to us with your concern about projects. Let me share with your the steps on how to create a project.
Here's how:
Select the Projects menu
Select Start a Project if this is the first time you are creating. Or select New Project if you've already created one.
In the Project Name field, enter the project name.
Select the project customer from the Customer ▼ dropdown.
Add any notes or details about the project in Notes.
Select Save.
You’ll see your list of projects grow as your business takes on more work. After you’ve created a project, you can add both new and existing transactions to the project.
Here's how:
Select Projects.
Select your project.
Select the Add to project to create a new transaction.
Select Invoice, Receive Payment, Expense, Estimate, Purchase order, Time or Bill.
Are you working from an existing project estimate? Add them to projects before you converting them to invoices for customers. You can also use progress invoicing to create multiple invoices from a single estimate. That way, instead of asking for full payment at the beginning, you can invoice for partial payments throughout the project.
If you have any other questions about projects, please don't hesitate to reach out. I'm always here to help.
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