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For Accountants: LeanLaw Workflows and You
For Accountants: LeanLaw Workflows and You
11 articles in this collection
Written by
Fred Willerup,
Chase,
and
Jonathon Fishman
1.0 Signing Up and Connecting to QuickBooks Online
First steps to success in LeanLaw!
Written by
Chase
Updated over a week ago
1.1 Accountants: Connecting/Creating Your Firms
Accountants are often part of multiple LeanLaw accounts. We show how to switch between accounts.
Written by
Fred Willerup
Updated over a week ago
1.2 Import Clients from QuickBooks Online to LeanLaw
Importing Clients/Customers from QuickBooks Online
Written by
Jonathon Fishman
Updated over a week ago
1.3 Setting up Trust: Chart of Accounts in your Legal Accounting Software
Written by
Jonathon Fishman
Updated over a week ago
1.4 User Creation
Adding Timekeepers, Attorneys, and Staff to your Client's Firm
Written by
Chase
Updated over a week ago
1.5 Client and Matter IDs
Setting up ID systems for both your Clients and Matters
Written by
Chase
Updated over a week ago
1.6 Invoice Setup and Presentation
Shaping your Firm's invoices to fit just right
Written by
Chase
Updated over a week ago
Accountant Setup
QuickBooks Online Integration for Accountants
Written by
Chase
Updated over a week ago
Add the Custom Field to QuickBooks Online
To add your File/Matter # to QuickBooks Online as custom field is available on QuickBooks Online Essential and Plus.
Written by
Chase
Updated over a week ago
Workflows
Expense Workflow for LeanLaw
Booking your Reimbursable Expenses through LeanLaw and QuickBooks Online
Written by
Chase
Updated over a week ago
Invoice Production Workflow
Written by
Chase
Updated over a week ago