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For Accountants: LeanLaw Workflows and You
For Accountants: LeanLaw Workflows and You
Fred Willerup avatarJonathon Fishman avatarDave Churchill avatar
By Fred and 3 others4 authors8 articles
For Accountants: Signing Up and Connecting to QuickBooks Online and Adding Law Firm Clients
1.1 Accountants: Connecting/Creating Your Firms
How to Import Clients from QuickBooks Online to LeanLaw
1.3 Setting up Trust: Chart of Accounts in your Legal Accounting Software
Automating Client and Matter IDs

Accountant Setup


Add the Custom Field to QuickBooks Online

Workflows


Expense Workflow for LeanLaw
Invoice Production Workflow
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