Importing your Open Trust Client Liability Accounts into QuickBooks

Continuing with my series on QuickBooks Online for attorneys last week we jumped into starting a brand new file and adding a law-specific chart of accounts. This week it's all about importing a...

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Books Review Feature QBO


With so much going on for every client, it can be hard to stay on top of everything. In the past, I had a strict process that I developed to close out client files monthly. Now, we have a...

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Using Tags in QuickBooks for tracking 1099s

We had a lively discussion in our Accountant’s Law Lab group last week. The Law Lab is a group of accountants and bookkeepers who may have one attorney-client or multiple, and we...

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Legal Attorney Billing: LEDES Billing

There are so many acronyms when you work with attorneys. You may be asked as a bookkeeper who works with lawyers about LEDES. LEDES is an acronym for Legal Electronic Data Exchange Standard. What...

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LeanLaw Settings: Team Settings

Attorneys, are you looking for a proven way to eliminate redundant tasks? This can not only free up your time for better things but also allow you to focus on the more complex or pressing matters...

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Legal Software: LeanLaw Settings Part 2

Considering that you've chosen to add LeanLaw as your attorney billing software, undoubtedly the main reason is because of the billing. You want a professional-looking invoice to send out to...

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Legal Software: LeanLaw Settings Part 1

As you dive into the software, you will get excited about the powerful one, two punch of LeanLaw and QuickBooks Online Advanced. QuickBooks is such a generalized accounting...

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LeanLaw and QuickBooks Online Advanced: User Roles and Permissions

One of the beauties of having QuickBooks Online Advanced and LeanLaw as a software partnership is the ability to have streamlined user functionality. 

As an accountant, we always jokingly...

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Law Firms: Measure your success using key performance indicators KPIs

One of the ways you can measure the numbers that tell the story of your law firm's success is by using key performance indicators (KPIs). A KPI is a fancy acronym, which sounds daunting, but in...

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