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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.

Jonathon Fishman avatarFred Willerup avatarChase Sullivan avatar+2
14 articles in this collection
Written by Jonathon Fishman, Fred Willerup, Chase Sullivan and 2 others

Is LeanLaw compliant with Canadian trust accounting standards?

LeanLaw's process for maintaining general compliance standards
Tracie Todd avatar
Written by Tracie Todd
Updated over a week ago

Trust Accounting in LeanLaw: Compilation Article

Your one-stop shop to trust accounting in LeanLaw
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Recording trust deposits in LeanLaw

How to deposit funds to the trust account
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Client/Matter-Based Accounting in QuickBooks Online

How both types of accounting will impact your QuickBooks
Chase Sullivan avatar
Written by Chase Sullivan
Updated over a week ago

Quickbooks Online

Chase Sullivan avatarFred Willerup avatarJonathon Fishman avatar
5 articles in this collection
Written by Chase Sullivan, Fred Willerup and Jonathon Fishman

Retainers

Jonathon Fishman avatarFred Willerup avatar
2 articles in this collection
Written by Jonathon Fishman and Fred Willerup

Trust

Chase Sullivan avatarDave Churchill avatar
3 articles in this collection
Written by Chase Sullivan and Dave Churchill
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