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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Lease Template Special Provisions Screen
Add, edit, or remove the special provisions for a lease template 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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Billing Code Info Screen
Create or edit billing codes using this screen.
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Creating a Prospect
Follow the step-by-step instructions in this article to learn how to create a prospect in Landboss.
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Reviewing Time Entries for All Users
If a user should review all the time and expenses entered into Landboss, the best way to achieve that is to grant that user the Review All Time permissions.
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Special Provision Info Screen
Create or edit special provisions using the Special Provision Info screen.
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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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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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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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