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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Linking Landboss To Accounts in QuickBooks
Before you can begin exporting your accounting records to QuickBooks Desktop, you'll need to choose which QuickBooks accounts Landboss should map to. Follow the steps in this article to link Landboss to your QuickBooks accounts.
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Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
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Editing Existing Roles
Roles are made up of a list of permissions that are granted to users that are in the role. This article goes through adding and removing permissions from an existing role.
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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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Work Code Info Screen
Create or edit work codes using this screen.
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Role Info Screen
Create or edit security roles using this screen.
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Removing a User
When a user leaves the company, we recommend an administrator deactivate the former employee's account. Watch the video in this article, or follow the instructions, to learn how to deactivate a user in Landboss.
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Setting Mileage Rates
Follow the instructions in this article to set the mileage rate for clients.
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Client Bill Rates Screen
Use this screen to configure the bill rates for this client.
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