Hi there,
The Projects feature helps you stay organized and track all the moving parts. You can add project income and expenses, tag old transactions to new projects, and run project-specific reports from a single dashboard. This makes it easy to manage your work and see your progress.
At this time, you can only assign one client to one project. Once you've done this, you can track only the income that's associated with that particular customer. Here's how to turn on Projects:
If you haven’t already, turn on the Projects feature.
- Select Settings ⚙, then select Account and Settings.
- Go to the Advanced tab.
- Find the Projects section. Select it to expand it.
- Select the Organize all job-related activity in one place box.
- Select Save. Then close your settings.
The Projects menu now appears in the main navigation bar. Check out this helpful article for more info regarding projects: Set up and use the Projects feature.
In case you have other questions, feel free to contact our support team using this link here.
