Law Firm Workflow for QuickBooks Online

For any business to be truly successful, they must truly understand their workflow, that is why my #1 mission with any new client is to help them establish a system that will work for them.  Every industry requires a unique workflow custom tailored to their objectives and law firms has always been one of my favorite workflows.

As you know, I love to share my workflows and today I would like to introduce my custom process with all the lawyers searching for a more efficient way to get the old job done. Now it is important to know that I dedicated a lot of time learning about the numerous applications on the market before selecting which pieces would be combined to achieve the best results.  It is my hope that by sharing, those hours spent will provide additional value to others as well.

One time per month, I have to travel to one client and work at their house on their Dell PC (I am a Mac user). They are my last hold out QuickBooks Desktop client. This customer is fearful of anything online.

However, it’s a good reality check to realize how vital automation is and how far we have come. Working at this clients location reminds me of how much I dislike entering every single transaction by hand. Yes, they don’t use any online banking at all! So every check, every credit card transaction, every freaking transaction has to be manually entered. (And yes, there are tools for automation in Desktop, check out the app Vendorsync to have desktop bank feeds work like QuickBooks Online).  

But this client will not connect anything to the Internet.  Even when their bank statement does not arrive in time for my visit. I tell them their bank account is online whether they choose to log into it or not, but they just wait to reconcile the next month!  So yes, I have tried to convince them that moving to the cloud is the way to go. They won’t have it.