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What chart of accounts items within Quickbooks Online does LeanLaw interact with?
What chart of accounts items within Quickbooks Online does LeanLaw interact with?

General Ledger accounts that integrate with LeanLaw

Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a year ago

The following accounts need to be in place on your Chart of Accounts in order to integrate with LeanLaw:

  • Operating bank account - for receipt of invoice payments. Must have "checking" as the account detail.

  • Trust /IOLTA bank account - detail type must be set as "trust account"

  • Trust liability account - detail type must be set as "trust liabilities"

  • Advanced Client Costs - a "wash" account for expenses you pay on behalf of your client. They are recorded to this account and will flow into LeanLaw for inclusion on your client's invoice. They come out of this account once the invoice has been created. This detail type is "other current asset"

  • Income account - typically called "Legal Services", "Legal Fee Income". The name can be whatever you'd like but the detail type must be set to "service/fee income". (Note: LeanLaw maps to one income account only)

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