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 Mileage Rates
Follow the instructions in this article to learn how to set the mileage rate for clients, either individually or in bulk.
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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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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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Lease Template Special Provisions Screen
Add, edit, or remove the special provisions for a lease template using this screen.
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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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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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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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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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