Administration
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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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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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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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Exporting Payroll to QuickBooks
Follow the steps in this article to learn how to export payroll data to QuickBooks Desktop.
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Pay Rate Examples
This article lists some examples of the pay rate system to help you understand how the various rates override each other.
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Billing Code Info Screen
Create or edit billing codes using this screen.
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Removing a User
When a user leaves the company, we recommend an administrator deactivate the former employee's account. Watch the video in this article, or follow the instructions, to learn how to deactivate a user in Landboss.
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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 Template Rental Screen
Enter rental information for a lease using this screen.
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Client Accounting Setup Screen
Set the accounting options for a client using this screen.
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