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For Accountants: LeanLaw Workflows and You
For Accountants: LeanLaw Workflows and You
By Jay
1 author
4 articles
For Accountants: Signing Up and Connecting to QuickBooks Online and Adding Law Firm Clients
First steps to success in LeanLaw!
Automating Client and Matter IDs
Using the Client and Matter ID settings to automatically apply sequential numbering to your clients and matters
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.
Workflows
How To Create an Expense in QuickBooks Online
Creating your Reimbursable Expenses through QuickBooks Online