For Accountants: LeanLaw Workflows and You

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8 articles in this collection
Written by Fred Willerup, Chase Sullivan, Jonathon Fishman and 1 other

1.0 Signing Up and Connecting to QuickBooks Online

First steps to success in LeanLaw!

Written by Chase Sullivan
Updated over a week ago

1.1 Accountants: Connecting/Creating Your Firms

Accountants are often part of multiple LeanLaw accounts. We show how to switch between accounts.

Written by Fred Willerup
Updated over a week ago

How to Import Clients from QuickBooks Online to LeanLaw

Importing Clients/Customers from QuickBooks Online in LeanLaw

Written by Jonathon Fishman
Updated over a week ago

1.3 Setting up Trust: Chart of Accounts in your Legal Accounting Software

Written by Jonathon Fishman
Updated over a week ago

Automating Client and Matter IDs

Using the Client and Matter ID settings to automatically apply sequential numbering to your clients and matters

Written by Dave Churchill
Updated over a week ago

Accountant Setup

Add the Custom Field to QuickBooks Online

To add your File/Matter # to QuickBooks Online as custom field is available on QuickBooks Online Essential and Plus.

Written by Chase Sullivan
Updated over a week ago

Workflows

Expense Workflow for LeanLaw

Booking your Reimbursable Expenses through LeanLaw and QuickBooks Online

Written by Chase Sullivan
Updated over a week ago

Invoice Production Workflow

Written by Chase Sullivan
Updated over a week ago