Administration
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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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QuickBooks Export Screen (Invoices)
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Work Code Info Screen
Create or edit work codes using this screen.
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Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
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QuickBooks Export Screen for Paystubs
Use this screen to send paystub data to Quickbooks Desktop.
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Special Provision Info Screen
Create or edit special provisions using the Special Provision Info screen.
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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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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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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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Introduction to Pay Rates
Pay Rates are the amounts you pay your contractors for the work they perform and are used when generating payroll.
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