LeanLaw

Migrating trust funds from one Client or Matter to another

How To: Move Trust Funds Between Clients/Matters

When a case comes to an end, and you need to release your client's trust funds back to them

What does LeanLaw do in terms of the QuickBooks Online chart of accounts and the specific transactions?

LeanLaw introduced the option to deposit trust paid invoice payments & deposits into undeposited funds.

Remove funds deposited in a Client's liability account.

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