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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Introduction to QuickBooks Integration
After invoices and paystubs have been generated in Landboss, it is possible to export that data to QuickBooks Desktop to ensure that your accounting records always match.
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QuickBooks Export Screen (Invoices)
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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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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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Reviewing Time for Specific Users
This article will guide you through setting up a user as a time reviewer for one or more other users in Landboss.
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How do I update the Landboss QuickBooks Exporter?
The Landboss QuickBooks Exporter is a separate utility from Landboss that handles the export process when you choose to export your accounting data to QuickBooks and it is usually installed automatically as needed. Occasionally, we release a new version of the utility that requires you to re-install it.
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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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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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Client Bill Rates Screen
Use this screen to configure the bill rates for this client.
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