For Accountants: LeanLaw Workflows and You

11 articles in this collection
Written by Fred Willerup, Chase Sullivan, and Jonathon Fishman

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

1.2 Import Clients from QuickBooks Online to LeanLaw

Importing Clients/Customers from QuickBooks Online

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

1.4 User Creation

Adding Timekeepers, Attorneys, and Staff to your Client's Firm

Written by Chase Sullivan
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 Chase Sullivan
Updated over a week ago

1.6 Invoice Setup and Presentation

Shaping your Firm's invoices to fit just right

Written by Chase Sullivan
Updated over a week ago

Accountant Setup

QuickBooks Online Integration for Accountants

Written by Chase Sullivan
Updated over a week ago

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