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Time Tracking with the Weekly Timesheet

One of the nice features that you have available when you use Quickbooks in your Law Office, is the built in time tracking feature. We teach attorneys, paralegals and office staff to record their time and use that to generate bills for clients, track time spend on administrative tasks and to track non-billable time.  Using the extensive […]

Trust Accounting Using QuickBooks®

Recently I have noticed a lot of information on the web talking about client trust accounting using QuickBooks®. I also notice that people are suggesting making sub-accounts under the bank account for each client. This is a method I do not recommend doing. It limits you on having to make one transaction for each client. […]

Law Firm Sample Statement from QuickBooks

Attorneys can use QuickBooks® to track time and bill clients.   This week alone I have had four people call and ask me what program should they get to work with QuickBooks® so they can do billing.   I told all of them they don’t need another program you can do it in QuickBooks®. QuickBooks® has a […]

What is Undeposited Funds used for in QuickBooks®

One of the most common question I get is “What is undeposited Funds?” When you receive a payment from a client it goes into an account called undeposited funds. Think of this as your bank bag. You may receive payments from clients throughout the week. You stick them in your bank bag. You do the […]

Attorneys Can Use QuickBooks® in Law Practice

I have heard many times that lawyers have been told and think that they can not use QuickBooks® in their office to handle their bookkeeping needs. I disagree with this. QuickBooks® is an inexpensive accounting software package that is designed to be easy to use by non-accountants. Even though attorneys have complex accounting needs, I […]

Setting Up Payment Plans Using QuickBooks®

Here is an easy way to setup a payment plan in QuickBooks® using the Invoice method. You may have situations in which you want to setup a payment plan for a client using QuickBooks®. Let’s say you are going to bill a client $2000.00 to do a case. One way you might want to do […]