Trust Accounting Using QuickBooks

5.00 out of 5
(1 customer review)

$ 45.00 $ 35.00



If you already know how to use QuickBooks ® but just don’t understand how to setup your Client Trust Account, then Trust Accounting Using QuickBooks ® is the book is for you!

This book was written by Lynette Benton, Industry expert for Attorneys using QuickBooks ®.  Lynette is the author of several books for attorneys who want to use QuickBooks ®, including the “One Hour” book published by the ABA, and has consulted with Intuit on the Professional Services version of QuickBooks ®.  She has over 16 years experience helping Law Firms setup, use, and integrate QuickBooks ® into their daily activities, and with this book she can help you get the most out of QuickBooks ®.

Client Trust Accounts are serious business and this fully illustrated, step-by-step book takes on the serious practice of maintaining detailed financial records of client trust accounts to help keep you in compliance with your bar regulations.

This books cuts through the technical talk that you get with most computer manuals, and specifically spells out everything that you need to do to set up client trust accounts, and use them correctly for everyday matters.

You will learn how to:

  • Setup client trust accounts,
  • Handle credit card transactions
  • How to handle retainers.
  • Daily and Monthly Trust Account Activities
  • Reports that you can print for hardcopy records for Bar Compliance
  • State Required Forms and Letters
  • IOLTA and IOTA Forms and Guidelines
  • Tips and Tricks for Maintaining Compliance

Like all of your books this manual uses real life scenarios to help you understand the basic principles when you use QuickBooks ®. It has detailed step by step instructions, including screen shots so you can follow along.

This book in its entirety is included in the book – Law Practice Accounting Using QuickBooks ®, so there is no need to purchase both books to get all of the information.

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1 review for Trust Accounting Using QuickBooks

  1. Rated 5 out of 5

    Dan Austin (verified owner)

    During the start-up of our solo defense, appeals, ethics law firm, we selected Quickbooks Online as our accounting software package. I spent hours researching material and books to assist in setting up our chart of accounts and accounting processes including handling our Trust (IOLTA) Fund using Quickbooks. As every attorney knows, trust fund accounting is critical and can lead to big problems if not handled according to State Bar Association laws. During my research, I came across “Attorneys’ Technology” website and was impressed by the wealth of useful knowledge and material offered (See Resources–>Forms and Letters – a huge time saver). I purchased Lynette Benton’s “Quickbooks in One Hour For Lawyers” and “Trust Accounting Using Quickbooks” in addition to several other books by other authors. There was no contest! Ms Benton’s books are the best and have become my “bibles” for setting up and maintaining our accounting processes using Quickbooks. The publication title “Trust Accounting Using Quickbooks” is one-of-a-kind and provides very detailed steps and best practices to set up and manage Trust (IOLTA) funds in Quickbooks. As we use Quickbooks Online (with a slightly different interface/functionalty than Quickbooks desktop), I reached out to Ms. Benton to set up time to set up a conference call to review my Chart of Accounts and answer several sticky questions specific to our law firm. Thanks to her quick response, we were able to set up a meeting the same week and with her “remote access” technology, Ms Benton and I did a conference call while simultaneously she was able to remotely access my Quicken Online account along with me to review and answer all my questions. PS…Her rates are very reasonable!
    So…Overall five stars to Lynette Benton and Attorneys’ Technology. I will be undoubtedly be asking her for consulting help and using this service/website in the future.

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