Quickbooks Online Support, Education and how LeanLaw Integrates.

How to Quickbooks Online

Fred Willerup avatar Chase avatar Jonathon Fishman avatar
11 articles in this collection
Written by Fred Willerup, Chase, and Jonathon Fishman

Why LeanLaw Uses Sub-Ledgers to Manage Trust Liabilities

QuickBooks Online vs. QuickBooks Online Advanced
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Produce a Client Statement

Creating a report to display Client balance, payments, and transaction history.
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

Account Summaries at Matter-Level

Setting your QuickBooks Online to display Previously-Due Balances on a Matter Level
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

QuickBooks Online How To: Moving Liability Funds from Matter to Client Accounts

Reorganizing your liability accounts from Matter-based billing to Client-based billing
Chase avatar
Written by Chase
Updated over a week ago

Combining Time Entries from LeanLaw and QuickBooks Online

Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How To: Correct Double Dates on Invoices

Which date labels matter, and how to clean up the ones that don't
Chase avatar
Written by Chase
Updated over a week ago

How To: Add Matter Name and ID to Invoices

Chase avatar
Written by Chase
Updated over a week ago

QuickBooks Online How To: Add Prior Balances to Current Invoices

Adding the Account Summary to an Invoice
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

How LeanLaw Integrates with QuickBooks Online

Learn more about how LeanLaw integrates with QuickBooks: Invoices, Trust Accounts and the real-time financial health of your firm.
Fred Willerup avatar
Written by Fred Willerup
Updated over a week ago

QuickBooks University: Online Training

Master the basics—one hour at a time. Live QuickBooks webinars offered weekly
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago

QuickBooks Online Tutorials

New to QuickBooks Online, here's are some excellent tutorials on how to best use the platform.
Jonathon Fishman avatar
Written by Jonathon Fishman
Updated over a week ago