LeanLaw

LeanLaw's process for maintaining general compliance standards

Is LeanLaw compliant with Canadian trust accounting standards?

What happens in QuickBooks when you create an invoice and pay from trust?

How QuickBooks handles trust payments

How to deposit funds to the trust account

Recording trust deposits in LeanLaw

How both types of accounting will impact your QuickBooks

Client/Matter-Based Accounting in QuickBooks Online

General Ledger accounts that integrate with LeanLaw

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

Why use undeposited funds for deposits in QuickBooks Online?

How To Use Undeposited Funds For Deposits In QuickBooks Online [FAQ]

Tracie Cook

Jonathon Fishman

Jay Sanchez

An overview and how-to guides of setting up and managing your trust account using LeanLaw and Quickbooks Online.

Trust, IOLTA & Retainers

Migrating trust funds from one Client or Matter to another

How To: Move Trust Funds Between Clients/Matters

When a case comes to an end, and you need to release your client's trust funds back to them

How To: Return Trust Balance to Client

What does LeanLaw do in terms of the QuickBooks Online chart of accounts and the specific transactions?

How does your trust accounting work with QuickBooks Online?

Using QuickBooks to Create a Physical Check

Remove funds deposited in a Client's liability account.

How to Delete a Trust Deposit? [FAQ]

Fred Willerup

Quickbooks Online

Accounts prefer that all deposits are delivered to QuickBooks using the undeposited funds instrument. Here's how.

Change retainer/trust deposits to from bank deposits to undeposited funds in QuickBooks Online.

How to attach trust statements to invoices

Trust Statements on Invoices

Retainers

The Confido Legal - LeanLaw Integration allows firms to accept trust deposits by credit/debit card and bank transfer directly to LeanLaw.

How To: Request Trust Funds from a Client

In LeanLaw, trust accounting is built into the legal invoicing workflow.

How To Set Up Trust Accounting in LeanLaw

Set an opening balance for Clients or Matters that already have trust funds accounted for in QuickBooks Online

How to Add Open Trust Balance to a Client or Matter

How To: Pay An Invoice With Trust in LeanLaw

Undo a Trust Payment, made in error, in QuickBooks Online

How to Undo a Trust Payment

Trust

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