Mastering QuickBooks 2017 for Lawyers Training Tutorial

QuickBooks lessons specifically designed for those who practice law.

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Mastering QuickBooks 2017 for Lawyers Training Tutorial


1 hour


Dec 2016

Last Update
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What you will learn

Create a legal company file

Setup and manage trust accounts


If you are needing to get more familiar with the Quickbooks software because using QuickBooks in a law firm comes with unique challenges, then we are here to help with that. This QuickBooks training tutorial includes the introductory-advanced material for the complete software, plus training specific to the practice of law. From setting up and maintaining a legal company file to managing trust accounts, QuickBooks includes several powerful features for attorneys and law professionals. You will learn how to create and effectively be able to manage a legal company file as well as use QuickBooks for trust accounting. Mastering QuickBooks Made Easy for Lawyers features 23 video lessons with 1.5 hours of instruction for QuickBooks Pro version 2017. It is easy to be able to watch, listen and learn as your expert instructor guides you through each lesson step-by-step on your own time.

Our courses were developed from our original classroom trainings. This helped to develop the curriculum of course topics we present that address the student’s real-world concerns and usage.

Our course design helps maximize the learning retention of our self-study courses. Each course contains different learning modalities that help reinforce the topics. We initially present each topic’s information in a course manual in a written, conversational style to provide a conceptual overview. These overviews are followed by instructions, showing the specific actions required to perform the tasks related to the topic. These topic actions are then combined with each other into exercises at the end of each chapter to show their interconnected relationships.

Each course topic is also enhanced with an audio-visual lesson in the form of a video. The video lesson shows how to perform the topic’s actions as the instructor simultaneously narrates the topic’s overview.

During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of printable classroom instruction manual, additional images and practice exercises to do in your own copy of the program.


Course Introduction

Course Introduction

Creating a Legal Company File

Making a Legal Company Using Express Start

Making a Legal Company Using the EasyStep Interview

Reviewing the Default Chart of Accounts

Entering Vendors

Entering Clients and Cases

Enabling Class Tracking for Law Firms

Creating Billing Line Items

Setting Up a Trust Account

What is an IOLTA?

Creating Accounts for Trust Management

Creating Items for Trust Management

Managing a Trust Account

Depositing Client Money into the Client Trust Account

Entering Bills to Pay from the Trust Account

Recording Bills for Office Expenses

Paying Bills from the Client Trust Account

Using a Client Trust Credit Card

Time Tracking and Invoicing for Legal Professionals

Paying the Law Firm’s Invoices Using the Client Funds

Refunding Unused Client Trust Account Funds

Escheated Trust Funds

Trust Account Reporting

Creating a Trust Account Liability Proof Report

Creating a Trust Liability Balances by Client Report

Creating a Client Ledger Report

Creating an Account Journal Report

Course Conclusion and Instruction Manual in PDF

Course Conclusion and QuickBooks for Lawyers Instruction Manual in PDF


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