Create a Project from Scratch

you’ve just taken on a new client with a unique bookkeeping setup there isn’t a ready made template that fits perfectly, so you need to build the workflow manually here’s how it works you click project and start creating the project step by step just fill in a few essentials give your project a name choose the start and end dates decide if this project needs to repeat on a schedule —set recurrence if needed once everything looks good, hit create this approach gives you complete control over the bookkeeping process for this client—tailored to their unique needs and workflows