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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QuickBooks Export Screen (Invoices)
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Lease Template Info Screen
Create or edit lease templates 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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Editing Existing Roles
Roles are made up of a list of permissions that are granted to users that are in the role. This article goes through adding and removing permissions from an existing role.
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QuickBooks Export Screen for Paystubs
Use this screen to send paystub data to Quickbooks Desktop.
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User Info Screen
Create or edit users 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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Introduction to Bill Rates
Bill Rates are the amounts you bill your clients for the work performed by your contractors and are used when generating work invoices.
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