1.0 Signing Up and Connecting to QuickBooks Online
First steps to success in LeanLaw!
Written by Chase Sullivan
Updated over a week ago
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
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
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
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 mattersWritten by Dave Churchill
Updated over a week ago
Updated over a week ago