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QuickBooks Online Support, Education and how LeanLaw Integrates.

How to Quickbooks Online

10 articles in this collection
Written by Jonathon Fishman, Chase Sullivan and Fred Willerup

Why LeanLaw Uses Sub-Ledgers to Manage Trust Liabilities

QuickBooks Online vs. QuickBooks Online Advanced

Written by Jonathon Fishman
Updated over a week ago

How To: Produce a Client Statement

Creating a report to display Client balance, payments, and transaction history.

Written by Jonathon Fishman
Updated over a week ago

Account Summaries at Matter-Level

Setting your QuickBooks Online to display Previously-Due Balances on a Matter Level

Written by Jonathon Fishman
Updated over a week ago

How To: Move Liability Transactions between Client/Matter When Switching to Matter-Accounting

Reorganizing your liability accounts from Matter-based billing to Client-based accounting

Written by Chase Sullivan
Updated over a week ago

Combining Time Entries from LeanLaw and QuickBooks Online

Written by Jonathon Fishman
Updated over a week ago

How To: Correct Double Dates on Invoices

Which date labels matter, and how to clean up the ones that don't

Written by Chase Sullivan
Updated over a week ago

QuickBooks Online How To: Add Prior Balances to Current Invoices

Adding the Account Summary to an Invoice

Written by Jonathon Fishman
Updated over a week ago

How To: Add Matter Name and ID to Invoices

Written by Chase Sullivan
Updated over a week ago

How LeanLaw Integrates with QuickBooks Online

Learn more about how LeanLaw integrates with QuickBooks: Invoices, Trust Accounts and the real-time financial health of your firm.

Written by Fred Willerup
Updated over a week ago

QuickBooks University: Online Training

Master the basics—one hour at a time. Live QuickBooks webinars offered weekly

Written by Jonathon Fishman
Updated over a week ago