FAQ
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How do I deactivate a prospect?
Deactivating a prospect keeps the information you've entered into Landboss, but hides it from view and reports. Follow the step-by-step instructions in this article to deactivate a prospect.
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Merging Parties
If you have duplicate parties, you can merge them via the Parties page. Watch the video in this article or follow the step-by-step instructions to learn how to merge duplicate parties in Landboss.
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How can I stop getting notification emails?
By default, all users will receive notification emails for any prospect that they have access to. You can unsubscribe from those emails by following the directions in this article.
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Logging in to Landboss
Learn how to login to Landboss by following these step-by-step instructions.
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What should I do if I think I've found a bug?
We do our best to not introduce bugs in our software, but they still do happen. If you think you've found one, please let us know immediately.
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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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How do licenses work?
Landboss has three different types of licenses: Full Access, Accounting, and View Only and each user will occupy a single license.
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How do I transfer a license to another user?
If you want to transfer a license to another user, you'll need to first deactivate the current license-holder and then assign the license to the new license-holder.
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What do I do if I forget my password?
If you've forgotten your password, or you've been locked out of your account after too many incorrect password attempts, you can request your password be reset by following the directions in this article.
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Why can't I upload PDF receipts?
Receipts that are uploaded are automatically sorted, indexed, and added to the PDF that is generated when printing expense reports, so, they need to be in an image format so the system can processed them correctly. The supported image formats are: .tif, .tiff, .jpg, .jpeg, .gif, or .png format.
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