Administration
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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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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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Client Accounting Setup Screen
Set the accounting options for a client using this screen.
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Pay Rates
A user's pay rate is how much they are paid for the work they do and is used when generating payroll. Pay rates are set on user profiles. Follow the steps in this article to learn how to set up pay rates.
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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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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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Lease Template Rental Screen
Enter rental information for a lease using this screen.
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User Pay Rates Screen
Use this screen to configure pay rates for a user.
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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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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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