Projects

Essentials

• An introduction to projects
• How to import projects from Basecamp
• How to view a project-level profit and loss report
• How to create a project from an estimate
• Video: How to create and manage a project

Managing projects

• How to create a new project
• How to add, edit or delete tasks in a project
• How to add costs to a project
• How to link a bank transaction to a project
• How to add a note to a project
• How to view, edit or delete a project

Invoicing

• How to create an invoice as part of a project
• How to create an invoice for time spent on a project when the customer has paid a deposit