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Trust, IOLTA & Retainers
Trust, IOLTA & Retainers

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

Chase Sullivan avatarTracie Todd avatarJonathon Fishman avatar
By Chase and 4 others5 authors17 articles
Is LeanLaw compliant with Canadian trust accounting standards?
How Quickbooks handles trust payments
Trust Accounting in LeanLaw: Compilation Article
Recording trust deposits in LeanLaw
Client/Matter-Based Accounting in QuickBooks Online
What chart of accounts items within Quickbooks Online does LeanLaw interact with?

Quickbooks Online


How To: Move Trust Funds Between Clients/Matters
How To: Return Trust Balance to Client
How does your trust accounting work with QuickBooks/Online?
Why use undeposited funds for deposits in QuickBooks Online?
Using QuickBooks to Create a Physical Check
How to Delete a Trust Deposit? [FAQ]

Retainers


Change retainer/trust deposits to from bank deposits to undeposited funds in QuickBooks Online.
Trust Statements on Invoices

Trust


How To: Request Trust Funds from a Client
How To Set Up Trust Accounting in LeanLaw [FAQ]
Adding an opening trust balance to your Client or Matter
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