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, with hands-on "Your Turn" exercises to practice.
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
Practice with hands-on exercises
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
13 lessons · 4 hands-on exercises · 1 hr 5 min
Introduction: Attorneys & Law Firms1:36
Set up Attorneys4:23
Set up Clients5:48
Set up Accounts3:35
Products and Services7:31
Claim Retainers4:48
Flat Rate Charges5:36
Enter Time4:59
Enter Charges/Purchases5:14
Transfer Funds5:33
Reconcile Retainers3:05
Build Retainer Reports5:21
Your Turns Solutions: Attorneys & Law Firms7:32
What learners say about this course
“His instructions were clear and helped me understand how to deal with the Iolta account.”
Odette W.
“I'd not use the word Retainage. Yes, it may work here, but it is also a major concept in Construction and Development and could be confusing for a bookkeeper/accountant who is unfamiliar and might confuse the two areas in which this applies. The term Retainer would suffice.”
Deloy N.
“I have a better understanding, and can use, an IOLTA account.”
Karen P.
“how to record retainer fees for clients and also applying those fees to services.”
Tracie H.
Learner
Training only
1 user
$899.95
$599.95
30-day money back guarantee
Lifetime access to all included training
This course + 40 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
30-day money back guarantee
Lifetime access to all included training
Everything in Learner
Training for all 7 certifications
7 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.
