This advanced course shows you how to set up and run QuickBooks for an attorney or law firm. You'll learn to set up attorneys, clients, and accounts, manage products and services, and handle retainers with claiming and reconciling. The course also covers flat rate charges, entering time and charges, transferring funds, and building retainer reports.
You’ll learn how to…
Set up attorneys, clients, and accounts
Configure your products and services
Claim and reconcile retainers
Set up flat rate charges
Enter time, charges, and purchases
Transfer funds between accounts
Build retainer reports
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Course Content
8 lessons · 1 hr 12 min
QB Desktop Law Firms Introduction7:04
Chart of Accounts Set Up9:39
Items & Services and Customers List7:17
Billing for Retainer5:49
Entering Time12:49
Recording Client Expenses and Paying Client Bills12:41
Enter Reimbursable Expenses and Invoice for Them4:31
IOLTA11:41
Learner
Training only
1 user
$899.95
$599.95
30-day money back guarantee
Lifetime access to all included training
This course + 50 other courses
Live classes every weekday
Hands-on exercises
All future course updates
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Most Popular
Certification
Training + Certification
1 user
$999.95
$699.95
$1,099.95
$799.95
30-day money back guarantee
Lifetime access to all included training
Everything in Learner
Training for all 18 certification exams
18 QuickBooks certification exams
Practice exams and test prep
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Team
Team Training + Certification
2-5 users
$1,799.95
$999.95
30-day money back guarantee
Lifetime access to all included training
Everything in Certification
Up to 5 users included
Certification for your team
Team progress tracking
Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.
