CONNECT TOOLS & INTEGRATE

You can now access the Greenius training platform directly through your LMN user account. The below guide provides step by step information for users who would like to activate their Greenius account.    Ste...

Lucy Chu

December 30, 2021 15:00

 Once your account is activated, you will receive an email to book you for implementation. Follow the instructions given in the email. During your Kick Off call, you will meet with a member of our Greenius ...

Lucy Chu

December 17, 2021 13:26

Greenius Support is available for all Greenius users as part of your subscription package. The Greenius Team wants to ensure that you are getting the most out of your account and help address any questions y...

Ryan Morrison

October 27, 2021 17:06

There are four different user types within Greenius Training. Follow this guide to better understand the user permissions of each user type and how to customize the user Titles.   Permissions   Top Admin: Se...

Ryan Morrison

October 29, 2021 18:51

Follow this guide to learn how to Create Divisions and Mandates in Greenius Training. Employee Divisions are the different levels within your business. Creating Divisions and Mandates within Greenius is the ...

Ryan Morrison

October 26, 2021 16:18

Follow this guide to learn how to Add Employees to Greenius Training. Simply log into Greenius and click Employee Training >Add Single Employee or Add Multiple Employees (note: important to setup Divisions a...

Holly from LMN

October 15, 2021 19:34

In this article, we are going to show you how to use estimates to place orders directly to your local SiteOne branch. This will save time from calling in orders or generating emails for your material orders....

Kristen Kiely

January 13, 2021 16:20

In this article, we are going to show you how to download material pricing from your local SiteOne branch. You’ll be able to get up and running faster by loading materials and pricing directly from SiteOne. ...

Kristen Kiely

January 13, 2021 16:20

Sometimes Quickbooks will show an error message "Could Not Start Quickbooks." More often than not this can be overridden by running the program with Administrator permissions. To start: please make sure ther...

Darienne Sandell

July 27, 2022 15:16

    If you are receiving this error: Shut down LMN Sync Reboot your computer  (note: if your QuickBooks company file is hosted on a different machine or server, you must also reboot the server/other machin...

Donna Poon

July 22, 2021 19:30

Are you looking for the overall flow of LMN and what aspects sync to QuickBooks? This flow chart outlines the direction that information flows into LMN and then into QuickBooks for the end of the day job-cos...

Steve Kovacs

June 25, 2018 18:49

Yes, we do - see the attached files at the bottom of the article for sample of how to set up your QuickBooks. QuickBooks Chart of Accounts (Import File) QuickBooks Service Items (these link to the chart of ...

LMN Admin

May 20, 2016 16:39

You will need to do your QuickBooks Setup before attempting to sync estimates or you might see the errors explained here or here.   There are a few settings here that will affect the way your estimates are s...

LMN Admin

December 21, 2015 21:40

When publishing Estimates from LMN to QuickBooks there are some differences between the Summary vs Detailed options. Pictured below is an example of a Service Estimate: SUMMARY: rolls up all Per Season ser...

Jenn Frey

July 25, 2019 12:48

This is a setup guide designed to get your LMN account synced with your QuickBooks Online company file as quickly and easily as possible. It is recommended to print off the PDF and move through each task 1-...

Kristen Kiely

February 22, 2017 16:13

The following settings should be configured in QuickBooks Online before you start syncing your LMN information. Use custom transaction numbers (allows you to import LMN estimate numbers into QuickBooks Onli...

LMN Admin

August 24, 2016 15:20

Accessing the Sync tool is very simple.  Simply follow these steps: Using the LMN left-side menu, click the QuickBooks menu Click the QuickBooks Online sub menu These actions will open a new tab in your bro...

LMN Admin

August 24, 2016 15:40

Connecting your LMN Account to your QuickBooks Online Account is simple.   First, make sure you're logged into the LMN/QuickBooks Online Sync tool.  You can use the QuickBooks menu in LMN and choose QuickBoo...

LMN Admin

August 24, 2016 16:02

Getting started with LMN's CRM is a lot easier when you don't have to enter all your customer data!  So make it simple and import your leads/customers using your existing Quickbooks Online company file... L...

LMN Admin

February 15, 2018 18:48

Before you start exporting estimates and timesheets, you need to link some basic configuration information between LMN and QuickBooks Online.  The most important is linking LMN Cost Codes with QuickBooks Onl...

LMN Admin

August 24, 2016 18:29

This is a setup guide designed to get your LMN account synced with your QuickBooks Desktop company file as quickly and easily as possible. It is recommended to print off the PDF and move through each task 1-...

Steve Kovacs

May 13, 2016 20:15

In this article, we'll cover how to install the LMN QuickBooks Desktop Sync Tool on your local machine. Users must be setup with Accounting permissions in LMN in order to sync to QuickBooks. This application...

LMN Admin

April 25, 2018 02:26

In order to export your payments from LMN to QuickBooks, please follow these steps in the guide below:   Download the LMN/ QuickBooks Sync tool. The sync tool can be downloaded in the main LMN page by clic...

Jason Drews

June 04, 2020 14:23

  How to Sync Invoices to QuickBooks Desktop Follow the following steps to setup your LMN account for syncing invoices to QuickBooks Desktop:  Generate your invoices to be billed. For more information on how...

LMN Admin

May 14, 2018 19:05