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For Accountants: LeanLaw Workflows and You
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