Bringing legacy clients into your LeanLaw/QuickBooks Online environment is totally doable, and with the option to add their trust accounts.

1. Create the new Client/Matter in LeanLaw.

2. In the Matter's Settings, open the QuickBooks tab, and connect the Matter. 

3. Setup Trust for the Client, and add the Opening Balance

4. Jump to QuickBooks, find the Client and edit their Payment and Billing to include the Opening Balance of what they previously owed. 

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