Bookkeeping Resources For Law Firms
Free QuickBooks tutorials, compliance checklists, and guides to help you stay organized and bar-compliant
videos
QuickBooks Online for Attorneys: Complete Setup Series
Step-by-step video guides to set up and manage your law firm finances in QuickBooks Online
Part 1
5 minutes
Getting Started with QuickBooks Online for Attorneys – Part 1: Setting up Expense Categories and the Chart of Accounts
Learn how to set up your QuickBooks Online chart of accounts specifically for law firms. This video covers creating the right expense categories, organizing sub-accounts, and structuring your books for accurate financial reporting.
Setting up a QuickBooks Online account
Downloading and importing a law firm chart of accounts
Creating essential sub-accounts for legal expenses
Organizing categories for better reporting
Part 2
5 minutes
Getting Started with QuickBooks Online for Attorneys – Part 2: Connecting Bank Accounts and Credit Cards
Discover how to connect your bank accounts and credit cards to QuickBooks Online for automatic transaction imports. This streamlines your bookkeeping process and ensures you never miss recording a transaction.
Connecting business bank accounts
Linking credit card accounts
Understanding automatic transaction feeds
Best practices for bank connections
Part 3
3 minutes
Getting Started with QuickBooks Online for Attorneys – Part 3: Setting Up Transaction Rules
Save time by setting up automated transaction rules in QuickBooks Online. Learn how to automatically categorize recurring expenses so your bookkeeping happens faster with fewer manual entries.
Creating transaction rules for recurring expenses
Automating categorization
Reducing manual data entry
Maintaining consistency in your books
videos
Trust Account Management in QuickBooks Online
Master IOLTA compliance and client trust balances
12 minutes
How to See Individual Trust Balances in QuickBooks Online
Learn two methods to easily track how much each client has in your attorney trust account within QuickBooks Online. Essential for performing three-way reconciliations and providing trust balance statements to clients.
Viewing individual client trust balances
Setting up trust account tracking
Preparing for three-way reconciliations
Generating client trust balance reports
10 minutes
How to Setup Law Practice Retainers in QuickBooks Online
Get law practice retainers set up correctly in QuickBooks Online. This video walks you through the proper setup for retainers and trust accounts so your books stay accurate and compliant.
Proper retainer account setup
Recording retainer payments
Tracking retainer balances
Moving retainers to earned income
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