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FAQ - Cloud Accounting with LeanLaw
FAQ - Cloud Accounting with LeanLaw
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

Does LeanLaw work with QuickBooks Online?

Yes! LeanLaw’s deep integration with QuickBooks means you are always in sync – there is only one set of data - in accounting terms, you will have one general ledger. LeanLaw converts your time entries directly to invoices and then pass that invoice to QuickBooks for distribution to the client. You’ll get invoicing done in as few as 4 clicks. And get paid electronically through the Intuit Payment Network, faster and cheaper than most vendors.

Your accountant and bookkeeper will love your new law firm software.

Does LeanLaw integrate with QuickBooks desktop?

LeanLaw software does not integrate with desktop. Quickbooks Desktop doesn't allow for the level of deep integration that the online version offers. 

LeanLaw believes that desktop software is not better than cloud software. To learn more about our reasoning for this, here is a short post that outlines why cloud software will serve you better in the long run.

Do you work with Xero or Freshbooks?

No. LeanLaw works exclusively with Intuit's QuickBooks Online platform.

Can I download LeanLaw software?

LeanLaw software is a subscription service which means it lives in the cloud. It is not available to download. You can however, use it anywhere you have an internet connection.

LeanLaw offers a desktop application for tracking time for folks that prefer not to work from a browser.

How do you integrate with QuickBooks Online?

LeanLaw syncs automatically and in real time with QuickBooks, using an API. That's a fancy term for a secure connection between Intuit and LeanLaw. LeanLaw’s deep integration with QuickBooks means that your billing software and QuickBooks are no longer out of balance. You don’t have to sync because you are already in sync. There is one general ledger: QuickBooks. There will be less manual work managing QuickBooks.

LL helps facilitate trust management by creating the right general ledger accounts, handling the transaction activity (deposit and invoice payments), and three-way reconciliation.

We follow the bar standards of every state in the country for Trust accounting. Because you are in constant sync, you are well positioned for your weekly or monthly 3-way reconciliation (bank account, trust account and QuickBooks).

Do you do trust accounting in QuickBooks Online? (yes and more)

Yes! Trust accounting is built into the invoicing workflow: You can make Trust deposits and pay invoices from Trust using LeanLaw. What used to be a daunting 12-step trust accounting process in QuickBooks is now one click. Easily deposit client funds and pay invoices with trust funds. A true integration with QuickBooks instead of a sync somebody has to straighten out later.

How do you compare to Clio who say they sync with QuickBooks Online?

With LeanLaw, we facilitate invoices, trust activity, client setups and other transactional activity with a mindset that your data will ALWAYS end up in QuickBooks. LeanLaw can extract or undo mistakes that are sent to QuickBooks. This mitigates confusion and simplifies the workflows. Clio syncs with QuickBooks, but it’s predominantly a one way sync.

Leanlaw was built to be integrated with QuickBooks - it was not an afterthought or retrofit. We built our workflows inside of QuickBooks. Deeper integration, less hassle and only one general ledger for assets, liabilities, income and expenses.

This means that there is one set of invoices -- in QuickBooks. In 2018, we’re thinking about deeper integration like supporting classes, tying in expenses and supporting multiple products and services. Currently LeanLaw provides only one produce and service for income and one for expenses.

With a tool like Clio and most legal software, you get a one-way sync where the legal software dominates. It’s an after-the-fact mindset versus part of the workflow.

LeanLaw’s philosophy is to extend the functionality of QuickBooks and to make the platform work for law small law firms rather than to use QuickBooks as an add-on.

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