FAQ
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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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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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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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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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What should be done if an employee leaves the company?
When a user leaves the company, we recommend an administrator deactivate the former employee's account. Deactivating a former employee's account will not delete any work he's done in Landboss, but will prevent him from being able to log in to Landboss or receive notification emails. In addition, the license that was being used by the former employee will now be freed up and can be assigned to a new employee.
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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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What do I do if I'm locked out of my account?
If you enter an incorrect password too many times, Landboss will temporarily lock your account for security reasons. This article goes over the various ways you can unlock your account.
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Why can't I login after resetting my password?
If you are having trouble logging in and resetting your password is not working, then it is possible that your user account has been deactivated by an account administrator.
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What should I do if I find a help article that is out-of-date?
While we strive to keep the help articles up-to-date, Landboss has had quite a few changes over the years, so it's possible that you will run into a help article that has screenshots or videos that are out-of-date or even text instructions that no longer make sense.
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