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