6. General Quickbooks Questions
export quickbooks sync sync faq software flow What is the overall flow of data moving from LMN to QB?
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...
quickbooks chart of acccounts sample chart of accounts faq sample service item sample cost code Does LMN Have A Sample Quickbooks Chart of Accounts?:
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 (start here) Quickbooks Service Items (these link to chart of accou...
quickbooks service items sample sample list sample service items faq Does LMN Have a List of Sample Service Items?
Sure do. This list of sample service items is just meant as a general guideline, but it will illustrate: how you could organize your service items for better reporting and jobcosting a list of sample servi...
import quickbooks customers quickbooks customer import faq How To Import Quickbooks Customers into LMN's CRM (QB Desktop)
We cover importing your Quickbooks customers into LMN's CRM in the CRM help section. Click here to jump to that article
jobcosting overhead quickbooks overhead jobcost overhead faq How Do I Apply Overhead Costs to a Job In Quickbooks?
Most contractors don't take the time to apply overhead costs to a job in Quickbooks. It takes a few extra steps. However, if you want to invest 30min to 90min a month to see overhead recovery in Quickbooks...
quickbooks mac mac apple quickbooks faq Does LMN Work With Quickbooks for Mac?
Quickbooks for Mac or Apple does not support integration with 3rd party applications. If you need integration for Quickbooks for Mac, we recommend you look at: Using Quickbooks Online instead Installing th...
quickbooks customers faq Will LMN Sync with my Existing Quickbooks Customers and Jobs?
Yes - when exporting estimates or time records from LMN into Quickbooks, you'lll have two options when the LMN job name doesn't have an exact corresponding match in Quickbooks. Manually create a match with ...
Quickbooks desktop installing faq Guide server cloud server quickbooks server Installing QuickBooks on a Cloud Server
If you are looking to install your QuickBooks on a cloud server the host of the cloud server might ask what ports LMN QB Sync needs access to, along with what the application requirements are. The ports we...
revenue quickbooks import faq costs workareas How to I apply revenue and costs to the correct divisions when the customer has an annual contract and gets one invoice per month?
When dealing with 12-month or annual contracts (ie. Maintenance and Snow services), you can design your Estimates in LMN to capture your pricing for both your Maintenance and Snow portions of your contract. ...
quickbooks online australia gst faq quickbooks australia How do I Setup GST in QB Online for Australia
Before you start exporting estimates to Quickbooks Online (Australia), you need to setup your GST settings first. Here's the Intuit guide on setting up your GST: Click here for Intuit's GST settings instruc...