Mastering QuickBooks Pro 2019 for Lawyers Training Tutorial

QuickBooks lessons specifically designed for those who practice law.

4.63 (4 reviews)
Udemy
platform
English
language
Money Management Tools
category
Mastering QuickBooks Pro 2019 for Lawyers Training Tutorial
721
students
1 hour
content
Feb 2019
last update
FREE
regular price

What you will learn

Create a legal company file

Setup and manage trust accounts

Why take this course?

Unlock the Potential of QuickBooks Desktop for Legal Professionals!

QuickBooks is a versatile tool, and in a law firm, it can present unique challenges. Whether you're setting up legal company files or managing trust accounts, QuickBooks offers robust features tailored for law practitioners, and we're here to guide you every step of the way.

Our comprehensive course not only covers the entire QuickBooks Pro software but also delves into additional features and functions specifically tailored for law offices. You'll not only become more proficient in your current tasks but also discover new capabilities within the software that you may not have known existed.

What You'll Gain:

  • 23 video lessons

  • 1.5 hours of expert instruction for QuickBooks Pro Desktop version 2019

Our tutorial is designed for ease of learning. With your expert instructor by your side, you can effortlessly watch, listen, and learn. Each lesson is presented step by step in a media-rich learning experience, as if your instructor were right there with you.

To further reinforce your learning, we provide a printable instruction classroom manual. It contains not only written content but also additional images and practice exercises.

Benefit from our years of classroom training experience and teaching expertise. Our course is user-friendly and adaptable to your personal learning needs, available whenever it's convenient for you.

Whether you're new to QuickBooks Pro Desktop or upgrading from an older version, this tutorial equips you with the knowledge and skills to become a proficient user and gain a deeper understanding of the software.

Empower yourself with the capabilities of QuickBooks for legal practice. Enroll in "Mastering QuickBooks Made Easy for Lawyers" today!

Content

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 Instruction Manual in PDF

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Related Topics

2220062
udemy ID
2/14/2019
course created date
11/22/2019
course indexed date
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