Mastering QuickBooks v 2014 for Lawyers Training Tutorial

This QuickBooks tutorial is specifically designed for those who practice law.

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Mastering QuickBooks v 2014 for Lawyers Training Tutorial


2.5 hours


Jun 2021

Last Update
Regular Price

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What you will learn

Video Lessons

Includes Printable Instruction Manual

Maintaing a legal company file

Managing trust accounts


Using QuickBooks in a law firm comes with unique challenges. From setting up and maintaining a legal company file to managing trust accounts, QuickBooks includes several powerful features for law professionals. This QuickBooks training course includes a module specific to the practice of law. You will learn how to create and effectively manage a legal company file as well as use QuickBooks for trust accounting. In addition, you’ll receive our complete QuickBooks curriculum. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your QuickBooks training with the text of our printable classroom instruction manual, additional images and practice exercises. You will learn how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more.

Whether you are completely new to QuickBooks or upgrading from an older version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs.


Course Introduction

Course Introduction

Creating a Legal Company File

Making a Legal Company Using Express Start- 2014 Only

Making a Legal Company Using Express Start- 2013

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

Instruction Manual

QuickBooks 2014 for Lawyers Manual


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