QuickBooks Online Support, Education and how LeanLaw Integrates.

How to Quickbooks Online

Jonathon Fishman avatarChase Sullivan avatarFred Willerup avatar
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
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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.
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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
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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
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Written by Chase Sullivan
Updated over a week ago

Combining Time Entries from LeanLaw and QuickBooks Online

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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
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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
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Written by Jonathon Fishman
Updated over a week ago

How To: Add Matter Name and ID to Invoices

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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.
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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
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Written by Jonathon Fishman
Updated over a week ago