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Trust, IOLTA & Retainers
An overview and how-to guides of setting up and managing your trust account using LeanLaw and Quickbooks Online.
Is LeanLaw compliant with Canadian trust accounting standards?LeanLaw's process for maintaining general compliance standards
Trust Payments with QuickBooks OnlineDiscover what occurs in QuickBooks Online when you generate an invoice and process a payment using trust funds.
Recording Trust Deposits in LeanLawHow to record trust deposits in LeanLaw
Client/Matter-Based Accounting in QuickBooks OnlineHow both types of accounting will impact your QuickBooks
What chart of accounts items within Quickbooks Online does LeanLaw interact with?General Ledger accounts that integrate with LeanLaw
How To Use Undeposited Funds For Deposits In QuickBooks Online [FAQ]Why use undeposited funds for deposits in QuickBooks Online?
How To: Move Trust Funds Between Clients/MattersMigrating trust funds from one Client or Matter to another
How To: Return Trust Balance to ClientWhen a case comes to an end, and you need to release your client's trust funds back to them
How does your trust accounting work with QuickBooks Online?What does LeanLaw do in terms of the QuickBooks Online chart of accounts and the specific transactions?
Using QuickBooks to Create a Physical Check
How to Delete a Trust Deposit? [FAQ]Remove funds deposited in a Client's liability account.
How To: Request Trust Funds from a ClientThe Confido Legal - LeanLaw Integration allows firms to accept trust deposits by credit/debit card and bank transfer directly to LeanLaw.
How To Set Up Trust Accounting in LeanLawIn LeanLaw, trust accounting is built into the legal invoicing workflow.
How to Add Open Trust Balance to a Client or MatterSet an opening balance for Clients or Matters that already have trust funds accounted for in QuickBooks Online
How To: Pay An Invoice With Trust in LeanLawHow To Make a Trust Payment in LeanLaw
How to Undo a Trust PaymentUndo a Trust Payment, made in error, in QuickBooks Online