Mastering QuickBooks Pro 2019 for Lawyers Training Tutorial

QuickBooks lessons specifically designed for those who practice law.

What you will learn

Create a legal company file

Setup and manage trust accounts


This QuickBooks Desktop course includes training specific to the practice of law. When using QuickBooks in a law firm it can come up with many different challenges. From setting up and maintaining legal company files to managing trust accounts, QuickBooks includes several powerful features for law professionals and we are here to help you with that. We provide you with the training for the entire QuickBooks Pro software. Plus, extra features and functions for any law office. You can learn to be more proficient and quicker with the things you are already doing, but also learn new things you might not had even known the software was capable of doing. Mastering QuickBooks Made Easy for Lawyers features 23 video lessons with 1.5 hours of instruction for QuickBooks Pro Desktop version 2019. Extremely easy to watch, listen and learn with our tutorial as your expert instructor guides you through each different lesson step-by-step. During this media-rich learning experience, you will be able to see each function performed just as if your instructor were there with you. If you would like you can also reinforce your learning with the written text of the printable instruction classroom manual that includes additional images and practice exercises too.

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 whenever it is convenient for you. Whether you are completely new to QuickBooks Pro Desktop or upgrading from an older version, this tutorial will empower you with the knowledge and skills necessary to be a proficient user and understand the software better.

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Course Introduction
Course Introduction
Creating a Legal Company File
Making a Legal Company Using Express Start
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 and Instruction Manual in PDF
Course Conclusion and Instruction Manual in PDF
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