Client-Level Accounting

Step 1:  Client is set up in LL as "Client Accounting."

Step 2:  

In QuickBooks, the client is created at a single level (customer only, no sub-customer.

Step 3: I have deposited money into the client trust.

Matter-Level Accounting

Step 1: Client is set up in LL as "Matter-based Accounting."

Step 2: In QuickBooks, the client is created at a multi-level (customer lead, sub-customer)

Step 3: I've made deposits into each trust account

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