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Knowledge Base Getting Started Frequently Asked Questions Webinars

Projects

Set up projects and track income and expenses to discover real profitability

Getting Started

An introduction to Projects

Essentials

Video: How to create and manage a project
Create a new project
Create a project from an estimate
View or edit a project
Import projects from Basecamp
Add a new task to a project

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Invoicing

Create an invoice as part of a project
Invoice against a project balance

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Making Tax Digital

Projects

Getting Started

Essentials

Invoicing

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