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For Accountants: LeanLaw Workflows and You

For Accountants: LeanLaw Workflows and You

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

1.0 Signing Up and Connecting to QuickBooks Online

First steps to success in LeanLaw!
Chase Sullivan avatar
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.
Fred Willerup avatar
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
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

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

Jonathon Fishman avatar
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
Dave Churchill avatar
Written by Dave Churchill
Updated over a week ago

Accountant Setup

Chase Sullivan avatar
1 article in this collection
Written by Chase Sullivan

Workflows

Chase Sullivan avatar
2 articles in this collection
Written by Chase Sullivan