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How To: Enter an Opening A/R Balance for a Client or Matter
How To: Enter an Opening A/R Balance for a Client or Matter

Tracking prior balances in LeanLaw

Jay Sanchez avatar
Written by Jay Sanchez
Updated over a week ago

When migrating your Clients and Matters to LeanLaw some may carry open A/R balances. You will want to establish those opening A/R balances prior to doing your first invoicing out of LeanLaw. The opening A/R balance can be entered directly into QBO, or in LeanLaw.

Using Option 1 will allow you to record a payment for the A/R balance from within LeanLaw. Option 2 will require the payment to be received from within QuickBooks Online.

Option 1

  1. Create a Fixed fee in LeanLaw with the description "Opening Balance".

  2. Now create an invoice for the Client containing just that fee.

  3. The balance will now be included in reporting and revenue allocation within LeanLaw.

Option 2

Note: Entering these opening balances is handled in QuickBooks Online. Please make sure that you have access to the firm's account before continuing.

  1. Open QBO and navigate to the desired Client/Customer account.

  2. If you use matter-based accounting, find the appropriate sub-client

  3. Once you have clicked into the client/sub-client, locate and click the "edit" button.

  4. From the Edit screen, select the "Payments and Billing" tab

  5. Enter the opening A/R balance for that client.

​P.S. This only works if the Client/Matter has not had other invoices/payments associated with it. If the "Opening Balance" field is grayed out you will be unable to add that balance.


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