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 up Time Reviewers
This article is an introduction to setting up time reviewers in Landboss.
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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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How do I transfer a license to another user?
If you want to transfer a license to another user, you'll need to first deactivate the current license-holder and then assign the license to the new license-holder.
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User Pay Rates Screen
Use this screen to configure pay rates for a user.
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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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QuickBooks Export Screen (Invoices)
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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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Introduction to Pay Rates
Pay Rates are the amounts you pay your contractors for the work they perform and are used when generating payroll. They are set up on the Pay Rates tab of a user's profile. When you first create a user, the pay rates used will be the default values entered on the Company Info page.
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Linking Prospects in Landboss to Jobs in QuickBooks
Before you can export invoice data for a Prospect to QuickBooks Desktop, you must link the Prospect to a Customer Job in your QuickBooks company file.
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