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Mastering QuickBooks v 2014 for Lawyers Training Tutorial

Course Summary

This QuickBooks tutorial is specifically designed for those who practice law.

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    Course Syllabus

    • Course Introduction
      • Course Introduction
    • Creating a Legal Company File
      • Making a Legal Company Using Express Start- 2014 Only
      • Making a Legal Company Using Express Start- 2013
      • 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
    • Conclusion
      • Course Conclusion
    • Instruction Manual
      • QuickBooks 2014 for Lawyers Manual

Course Fee:
USD 37

Course Type:


Course Status:



1 - 4 hours / week

This course is listed under Development & Implementations , Enterprise Applications and E-Commerce Community

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