How do I create and manage projects in Zoho Books?
If you are a business owner or manager, you may want to know how to create and manage projects in Zoho Books in order to better organize and track your finances. Zoho Books is a cloud-based accounting software that allows you to create and manage projects, track expenses, and generate reports. Knowing how to create and manage projects in Zoho Books can help you stay on top of your finances and ensure that your business is running smoothly.
Grace Everwood
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14 steps
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29 seconds
Zoho
1
Go to [https://www.zoho.com/books/](https://www.zoho.com/books/) and log in to your account.
2
Click the "Settings" tab at the top of the page.
3
Click the "Projects" tab on the left side of the page.
4
Click the "Create Project" button.
5
Enter the project name and description in the corresponding fields.
6
Select the customer associated with the project from the drop-down menu.
7
Select the project type from the drop-down menu.
8
Enter the start date and end date of the project in the corresponding fields.
9
Enter the estimated cost of the project in the corresponding field.
10
Click the "Create" button.
11
To manage the project, click the "Projects" tab on the left side of the page.
12
Click the project name to view the project details.
13
To edit the project, click the "Edit" button.
14
To delete the project, click the "Delete" button.