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Onboarding
Key articles for the onboarding process
By Rebecca1 author13 articles
Preparing QuickBooks Online for Integration with LeanLaw
Integrating LeanLaw with QuickBooks Online
Creating a Client and Matter in LeanLaw
How to Add a User and User Management
Bulk Time Entries
Entering Time with the Calendar and Timers
Creating Hard costs in QBO
Creating Soft Costs in LeanLaw
Trust Accounting
Creating Fixed Fees in LeanLaw
Creating and Using Snippets
Customize the Invoice Presentation
Creating and Sending Invoices