Administration
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Exporting Invoices to QuickBooks Desktop
This article guides you through exporting invoices created in Landboss to QuickBooks Desktop.
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Setting Mileage Rates
Follow the instructions in this article to learn how to set the mileage rate for clients, either individually or in bulk.
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Role Info Screen
Create or edit security roles using this screen.
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QuickBooks Export Screen (Invoices)
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Lease Template Special Provisions Screen
Add, edit, or remove the special provisions for a lease template using this screen.
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Lease Template Rental Screen
Enter rental information for a lease using this screen.
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Lease Form Upload Screen
This screen is used to upload the blank lease forms that can be used to generate lease documents like contracts and offer letters.
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Work Code Info Screen
Create or edit work codes using this screen.
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Creating a Client
You can either create a client in the Client section of the Admin area, or you can create a Client on-the-fly while creating a Prospect. The steps in this article will teach you how to create a client in the Client section of the Admin area.
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Creating a New User
Each of your users will have their own Landboss account. Watch the video in this article, or follow the instructions to learn how to create a user in Landboss.
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