4.92 (6 reviews)
☑ 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.
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 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