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.

1. Click on Admin

In Landboss, click the Admin button on the menu bar. 

2. Click on Prospects

3. Click on the Prospect's name

4. Click Set Customer Job in the QuickBooks Job Setup box

5. Choose Customer Job in QuickBooks


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