Client-Level Accounting
Step 1: Client is set up in LL as "Client Accounting."
Step 2:
In QuickBooks, the client is created at a single level (customer only, no sub-customer.
Step 3: I have deposited money into the client trust.
Matter-Level Accounting
Step 1: Client is set up in LL as "Matter-based Accounting."
Step 2: In QuickBooks, the client is created at a multi-level (customer lead, sub-customer)
Step 3: I've made deposits into each trust account
