Quickbooks

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QB SETUP SYNC ESTIMATE SYNC TIME
 
 

QB Setup

 

1) Intro/Overview

This is the first video in a series of tutorial videos that will show you how use LMN and QuickBooks together for simple, easy jobcosting that anyone can master. Please download and follow along with the LMN QuickBooks Setup Guide as you follow along with these tutorial videos. Before you sync LMN and QuickBooks you will need to set the defaults export settings in LMN. Step #1 (initial setup) in the QuickBooks Setup Guide will guide you through that process.

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2) Download LMN QuickBooks Sync Desktop App

Before you can connect LMN with your QuickBooks company file you will need to download the LMN QuickBooks Sync Desktop App. If you are not sure where to download the QuickBooks Sync Desktop App please follow the directions HERE(link to help center).

Help Center

  • How Do I Download the QuickBooks Sync Tool? - VIEW

3) Setting Up Your Chart of Accounts:

This video contains some simple best practices for setting up your chart of accounts in QuickBooks. Although there are many different methods and systems for setting up your accounts, this is an overview of a simple system that’s useful for jobcosting, especially for the landscape or landscaping industry. If you need some additional direction on setting up your chart of accounts, please download a sample that you can base your own setup on.

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  • QB Sample Chart of Accounts - DOWNLOAD

4) Setting Up Service Items

After you understand the best practices for setting up your QuickBooks chart of accounts, this video will guide you through the most important part of jobcosting in QuickBooks: setting up your service items. If you’re going to watch any video in this series all the way through to the end, make sure its this one. Please download and refer to our sample list of service items as you watch the tutorial video.

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5) Setting Up Cost Codes

The next step is setting up your cost codes in LMN that you will match up with the services items that you established in QuickBooks for jobcosting. This video will show you how to do that, and the role that cost codes in LMN play with jobcosting in QuickBooks. Please follow along with Step #1 (initial setup) in the QuickBooks setup guide as well so that you don’t miss a step!

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6) Setting Up Payroll Items

This video guides you through the concept of QuickBooks Payroll Items and how to set them up so that LMN’s timesheet software automatically imports electronic timesheets from the crew’s smartphones directly into your QuickBooks company file. We have a step-by- step guide you can refer back to when setting up your payroll codes in the LMN help center HERE(link to help center).

Help Center

  • Setting Up Payroll Codes in LMN Time - VIEW

7) Setting Up Employees

This video covers how to setup your QuickBooks Employees for automated timesheet import from LMN Time. We pay the most attention to the setup of payroll items which are used to ensure employees get paid the correct wage(s) and that the cost of those wages end up in the correct chart of account. After setting up your employees in QuickBooks you will need to set up your staff in LMN as well. Please refer to Step #2 (staff) in the LMN Time setup guide for step-by- step directions on setting up your staff in LMN Time.

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8) Vendor Invoices

This video completes the jobcosting instructions for jobcosting in QuickBooks. Although you won’t actually enter vendor invoices anywhere in LMN, this video guides you through how to enter vendor invoices in QuickBooks using service items so that you can jobcost your LMN Estimates by comparing revenue, labor costs, and material and subcontractor costs.

 

Sync Estimate

 

1) Standard Estimates (Design-Build)

Once you have your QuickBooks set up, this video demonstrates how to import LMN’s design-build estimates (standard estimates) directly into your QuickBooks company file. Now you can price work using LMN’s industry-leading budgeting and estimating tools, then export your estimates directly into QuickBooks. No data entry means less time and mistakes! If you need step-by- step directions to follow along with, please download the QB Setup Guide and refer to Step #3 (LMN QB Sync Desktop App - ESTIMATES). If you do run into any issues with syncing your estimates, you most likely missed a step in the setup guide. You can either go through and double check the steps, or if you got an error message you can find out what you missed by clicking the Help Desk link below to try and isolate the step that you missed.

Help Desk

  • Exporting Estimates Troubleshooting - VIEW

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2) Service Estimates - Maintenance

This video demonstrates how to import LMN’s service (maintenance) estimates directly into your QuickBooks company file. Now you can price work using LMN’s industry-leading budgeting and estimating tools, then export your estimates directly into QuickBooks. No data entry means less time and mistakes! If you need step-by- step directions to follow along with, please download the QB Setup Guide and refer to Step #3 (LMN QB Sync Desktop App - ESTIMATES). If you do run into any issues with syncing your estimates, you most likely missed a step in the setup guide. You can either go through and double check the steps, or if you got an error message you can find out what you missed by clicking the Help Desk link below to try and isolate the step that you missed.

Help Desk

  • Exporting Estimates Troubleshooting - VIEW

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Sync Time

 

1) Preparing for Export (Settings)

This video guides you through the process of setting up QuickBooks, LMN Time and the Sync Desktop App settings to properly import your employee timesheets from LMN Time into your QuickBooks timesheets. Please refer to Step #2 (initial LMN Time setup) and Step #4 (LMN Time sync app setup) in the QuickBooks Setup Guide after you watch the tutorial video and attempt to connect yourself.

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2) Preparing for Import (LMN Time Jobs)

This video describes how to setup your jobs in LMN’s timesheet software to ensure a simple and accurate export to QuickBooks for payroll and jobcosting. Please refer to Step #3 (jobs) in the LMN Time Setup Guide while you follow along with this tutorial video.

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3) Import Employee Timesheets

This video goes step-by- step through the process of syncing timesheets from LMN Time’s mobile timesheet app into QuickBooks timesheets for instant payroll and jobcosting. Please refer back to Step #6 (import employee time) in the QuickBooks Setup Guide during this process. If you run into issues you most likely missed a step in the setup phase. You can refer to the Help Center link below if you get an error message so that you can isolate the root of the problem. If you cannot isolate the issue yourself, please contact LMN support.

Help Desk

  • Exporting Timesheets Troubleshooting - VIEW

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