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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Role Info Screen
Create or edit security roles using this screen.
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Generate Lease Package Screen
Generate a single PDF from multiple related lease documents and reports 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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Configuring Company Info
A lot of information is tucked away on the Company Info page; for example, your company's name and address, accounting setup, security options, and mapping colors.
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QuickBooks Export Screen (Invoices)
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Creating a New Role
When you open a new Landboss account, there are a number of existing roles already created for you. We have have found these roles fit the majority of users, but have provided the option of administrators creating their own roles to customize what users can and cannot see.
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Client Accounting Setup Screen
Set the accounting options for a client using this screen.
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Lease Template Info Screen
Create or edit lease templates using this screen.
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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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