This article guides you through exporting invoices created in Landboss to QuickBooks Desktop.

Before you can begin exporting your accounting records to QuickBooks Desktop, you'll need to choose which QuickBooks accounts Landboss should map to. Follow the steps in this article to link Landboss to your QuickBooks accounts.

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.

When a user leaves the company, we recommend an administrator deactivate the former employee's account. Watch the video in this article, or follow the instructions, to learn how to deactivate a user in Landboss.

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.

When you open a new Landboss account, there are a number of existing roles already created for you. We have have found these roles fit the majority of users, but have provided the option of administrators creating their own roles to customize what users can and cannot see.

Enter rental information for a lease using this screen.

Set the accounting options for a client using this screen.

Each of your users will have their own Landboss account. Watch the video in this article, or follow the instructions to learn how to create a user in Landboss.

Create or edit lease templates using this screen.

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.

Create or edit work codes using this screen.

Edit the name, address, phone, logo, and other company details using this screen.

Use this screen to send paystub data to Quickbooks Desktop.

Create or edit special provisions using the Special Provision Info screen.

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.

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.

Follow the step-by-step instructions in this article to learn how to create a prospect in Landboss.

Pay Rates are the amounts you pay your contractors for the work they perform and are used when generating payroll.

Follow the steps in this article to learn how to export payroll data to QuickBooks Desktop.

Use this screen to configure the bill rates for this client.

This screen is used to upload the blank lease forms that can be used to generate lease documents like contracts and offer letters.

Use this screen to configure pay rates for a user.

This article will guide you through setting up a user as a time reviewer for one or more other users in Landboss.

Add, edit, or remove the special provisions for a lease template using this screen.

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.

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.

After invoices and paystubs have been generated in Landboss, it is possible to export that data to QuickBooks Desktop to ensure that your accounting records always match.

Create or edit users using this screen.

Follow the instructions in this article to learn how to set the mileage rate for clients, either individually or in bulk.

This article lists some examples of the pay rate system to help you understand how the various rates override each other.

Create or edit billing codes using this screen.

Create or edit security roles using this screen.

Use this screen to configure the bill rates for this prospect.

Generate a single PDF from multiple related lease documents and reports using this screen.

Bill Rates are the amounts you bill your clients for the work performed by your contractors and are used when generating work invoices.

This article will guide you through setting up a user as a time reviewer for one or more prospects in Landboss.

In order to ensure data accuracy during the invoice or generation process, time entries must be reviewed and approved by at least one user and possibly more depending on the configuration settings. This article will give you an overview of how the time review feature works in Landboss.

Before users can access the API, they need to have API Access enabled for their user account and a unique access token generated for them. Follow the step-by-step instructions in this article to learn how to enable API access for a user.

If you have access to the API and the feature is enabled for your Landboss account, the API can be used to access content in Landboss from other applications.

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.

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.

Landboss saves the last search filters that you used on the various search screens and it is possible to overlook previously entered filters. To ensure that you are starting from a blank search form click the reset link that is located right next to the search button.

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.

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.

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.

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.

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.

Landboss has three different types of licenses: Full Access, Accounting, and View Only and each user will occupy a single license.

To correctly map a Shapefile on a tract, it must be in WGS 1984 Web Mercator coordinate system.

Landboss supports all major browsers and will likely work in most lesser known browsers; however, there are certain features that, for technical reasons, will work only in specific browsers.

In Landboss, there are two different types of parties: individuals and companies. An individual is one person who owns his interest individually, while a company could be a legal corporation, a trust, a joint tenancy, a tenancy in common, etc. In short, create a company for anything that is not an individual person.

Learn how to change your password by following the directions in this article.

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.

When generating a work invoice for a prospect in Landboss, you may discover that the number of Unapproved time entries listed on the Outstanding Time screen is not zero. Unapproved time entries are skipped when generating invoices or paystubs, so it's important to understand why that may be.

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.

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.

Landboss saves the last search filters that you used on the various search screens and it is possible to overlook previously entered filters. To ensure that you are starting from a blank search form click the reset link that is located right next to the search button.

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.

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.

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.

Learn how to login to Landboss by following these step-by-step instructions.

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.

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.

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.

This article guides you through exporting invoices created in Landboss to QuickBooks Desktop.

Work invoices are created using contractors' time entries. Follow the step-by-step instructions in this article to learn how to create work invoices in Landboss.

This screen is where you can edit things like the client address, invoice number, as well as the invoice line items.

This screen is where you can view and print an invoice. More advanced actions are available here as well.

You can either print individual invoices from View Invoice screen, or print multiple invoices from the Search Invoices screen. This article includes step-by-step instructions for both methods.

Use this screen to create an invoice for a prospect from time and expenses.

It is not generally recommended to edit invoices. Usually, it's best to edit the timesheet entries and then recalculate the invoice. If desired, however, you can add, edit, or delete line items on an invoice. The instructions in this article will show you how to make changes to an invoice.

There are two ways to delete an invoice: either from the Search Invoices screen or from the View Invoice screen. We'll review step-by-step instructions for both methods in this article.

This screen provides a variety of filter options for searching for invoices that have been created in Landboss.

Once you've created your lease form templates using Landboss's data file and your Word document, you can then generate the final lease forms out of Landboss. The steps in this article will show you how to generate lease forms in Landboss.

Follow the instructions in this article to create a lease form for Landboss using Microsoft Word 2007 or later.

Follow the instructions in this article to create a lease form for Landboss using Microsoft Word 2003.

You can merge the data that you've entered into Landboss into your lease form templates to make finished lease forms such as lease contracts, offer letters, and more. You can generate the lease forms for either one lease at a time or for a batch of leases.

This screen is used to upload the blank lease forms that can be used to generate lease documents like contracts and offer letters.

You can generate documents from lease form templates for a batch of leases at once using this screen.

This screen is used to specify which lease form template Landboss should use to generate specific documents.

Using Microsoft Word® and mail merge technology, you can take the names, terms, legal descriptions, and more entered into Landboss and generate offer letters, lease forms, and other types of documents.

Before a lease form template can be used, it must be uploaded to the Lease Forms section in the Admin area in Landboss. This article steps you through the process.

Lease statuses help you track where a lease is in your company workflow. Landboss provides several common statuses out of the box, but you can add, edit, or delete them using this screen.

A lease's status is the current status of a lease. We've added multiple default lease statuses into the system, but you can create your own to help streamline the way you already do your work.

Follow the instructions in this article to add an existing signed lease to Landboss.

To save time, you can create a tract on-the-fly while you're creating a lease or lease offer. Creating a tract on-the-fly will create the tract of land, add the lessor as an owner of the tract, and add the tract of land to the lease.

Lease statuses help you track where a lease is in your company workflow. Landboss provides several common statuses out of the box, but you can add, edit, or delete them using this screen.

Once you've created your lease form templates using Landboss's data file and your Word document, you can then generate the final lease forms out of Landboss. The steps in this article will show you how to generate lease forms in Landboss.

Follow the instructions in this article to create a lease form for Landboss using Microsoft Word 2007 or later.

Enter rental information for a lease using this screen.

Watch the training video or follow the step-by-step instructions in this article to learn how to create new lease offers in Landboss.

Create or edit lease templates using this screen.

Follow the instructions in this article to create a lease form for Landboss using Microsoft Word 2003.

You can merge the data that you've entered into Landboss into your lease form templates to make finished lease forms such as lease contracts, offer letters, and more. You can generate the lease forms for either one lease at a time or for a batch of leases.

This screen is used to upload the blank lease forms that can be used to generate lease documents like contracts and offer letters.

Add, edit, or remove the special provisions for a lease template using this screen.

You can generate documents from lease form templates for a batch of leases at once using this screen.

This screen is used to specify which lease form template Landboss should use to generate specific documents.

Enter rental information for a lease using this screen. Specify the rental details for the lease such as rental per acre, the first due date, and the number of payments and Landboss will generate the obligation schedule.

Leases in Landboss have customizable statuses that can be used to quickly track whether it is in the offer stage, if it has been signed, if it is HBP, and more. Watch the training video or follow the instructions in this article to learn how to change the status of a lease.

Using Microsoft Word® and mail merge technology, you can take the names, terms, legal descriptions, and more entered into Landboss and generate offer letters, lease forms, and other types of documents.

Before a lease form template can be used, it must be uploaded to the Lease Forms section in the Admin area in Landboss. This article steps you through the process.

Generate a single PDF from multiple related lease documents and reports using this screen.

A lease's status is the current status of a lease. We've added multiple default lease statuses into the system, but you can create your own to help streamline the way you already do your work.

Landboss has three different types of licenses: Full Access, Accounting, and View Only and each user will occupy a single license.

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.

If Landboss isn't able to automatically generate your shape from a legal description, you can use the Sketch Shape tool to manually sketch your tract's shape. Read this article to learn how to use the Sketch Shape tool.

You can upload a Shapefile to Landboss and use it as your tract shape. To correctly map a Shapefile on a tract, it must use the WGS 1984 Web Mercator coordinate system.

There are multiple ways to plot your tract shapes in Landboss. This article serves as an index of the various ways you can add a map of a tract.

Th step-by-step instructions in this article will walk you through exporting the shape for multiple tracts.

In Landboss, there are two different types of parties: individuals and companies. An individual is one person who owns his interest individually, while a company could be a legal corporation, a trust, a joint tenancy, a tenancy in common, etc. In short, create a company for anything that is not an individual person.

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.

Follow the steps in this article to learn how to export payroll data to QuickBooks Desktop.

To learn how to delete paystubs, previously known as paychecks, follow the instructions in this article.

Entering time and expenses into Landboss is straightforward. Follow the step-by-step instructions in this article to learn how, or watch the training video to learn how to enter time, view timesheets, edit/delete time entries, as well as how to print or export your timesheets.

Watch the training video or follow the step-by-step instructions in this article to learn how to create new lease offers in Landboss.

There are multiple ways to plot your tract shapes in Landboss. This article serves as an index of the various ways you can add a map of a tract.

Landboss is a tract-based system and lease and lease offer records that are added to the system are attached to tract records, so before adding leases, you must first tell Landboss where the tract of land is and how many acres it contains. To create a tract of land that can be used to add owners and leases to, follow the steps in this article.

After invoices and paystubs have been generated in Landboss, it is possible to export that data to QuickBooks Desktop to ensure that your accounting records always match.

Using Microsoft Word® and mail merge technology, you can take the names, terms, legal descriptions, and more entered into Landboss and generate offer letters, lease forms, and other types of documents.

Learn how to login to Landboss by following these step-by-step instructions.

This article guides you through exporting invoices created in Landboss to QuickBooks Desktop.

Before you can begin exporting your accounting records to QuickBooks Desktop, you'll need to choose which QuickBooks accounts Landboss should map to. Follow the steps in this article to link Landboss to your QuickBooks accounts.

Use this screen to send paystub data to Quickbooks Desktop.

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.

Follow the steps in this article to learn how to export payroll data to QuickBooks Desktop.

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.

After invoices and paystubs have been generated in Landboss, it is possible to export that data to QuickBooks Desktop to ensure that your accounting records always match.

Enter rental information for a lease using this screen.

Set the accounting options for a client using this screen.

Create or edit lease templates using this screen.

Create or edit work codes using this screen.

Edit the name, address, phone, logo, and other company details using this screen.

Use this screen to send paystub data to Quickbooks Desktop.

Create or edit special provisions using the Special Provision Info screen.

This screen is where you can edit things like the client address, invoice number, as well as the invoice line items.

Use this screen to configure the bill rates for this client.

Use this screen to configure pay rates for a user.

Add, edit, or remove the special provisions for a lease template using this screen.

You can generate documents from lease form templates for a batch of leases at once using this screen.

This screen is used to specify which lease form template Landboss should use to generate specific documents.

Enter rental information for a lease using this screen. Specify the rental details for the lease such as rental per acre, the first due date, and the number of payments and Landboss will generate the obligation schedule.

This screen is where you can view and print an invoice. More advanced actions are available here as well.

Use this screen to create an invoice for a prospect from time and expenses.

Create or edit users using this screen.

Create or edit billing codes using this screen.

Create or edit security roles using this screen.

Use this screen to configure the bill rates for this prospect.

Generate a single PDF from multiple related lease documents and reports using this screen.

This screen provides a variety of filter options for searching for invoices that have been created in Landboss.

Entering time and expenses into Landboss is straightforward. Follow the step-by-step instructions in this article to learn how, or watch the training video to learn how to enter time, view timesheets, edit/delete time entries, as well as how to print or export your timesheets.

Before time entries can be invoiced or paid, they must first be reviewed and approved. This article will walk you through how to review time entries.

This article will guide you through setting up a user as a time reviewer for one or more other users in Landboss.

When generating a work invoice for a prospect in Landboss, you may discover that the number of Unapproved time entries listed on the Outstanding Time screen is not zero. Unapproved time entries are skipped when generating invoices or paystubs, so it's important to understand why that may be.

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.

This article will guide you through setting up a user as a time reviewer for one or more prospects in Landboss.

In order to ensure data accuracy during the invoice or generation process, time entries must be reviewed and approved by at least one user and possibly more depending on the configuration settings. This article will give you an overview of how the time review feature works in Landboss.

Once a shape has been drawn, generated, or uploaded for a tract, the shape will be saved until it is manually removed.

To save time, you can create a tract on-the-fly while you're creating a lease or lease offer. Creating a tract on-the-fly will create the tract of land, add the lessor as an owner of the tract, and add the tract of land to the lease.

There are multiple ways to plot your tract shapes in Landboss. This article serves as an index of the various ways you can add a map of a tract.

Landboss is a tract-based system and lease and lease offer records that are added to the system are attached to tract records, so before adding leases, you must first tell Landboss where the tract of land is and how many acres it contains. To create a tract of land that can be used to add owners and leases to, follow the steps in this article.

Follow these step-by-step instructions to learn how to add owners to a tract of land in Landboss.

The workflow feature in Landboss is a management system that helps your team work together by allowing you to track, prioritize, and coordinate the numerous activities your company performs.