Setting Up Users and Passwords in QuickBooks®
QuickBooks® allows you to setup Users & Passwords. This allows you to secure your data. In setting up users you can also assign rights to the user. For example, you may have someone who helps you with your billing and receiving payments. You would set them up to only be able to see the accounts […]
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 […]
Creating an Invoice in QuickBooks® Grouped by Timekeeper
You may want to create an invoice that has time activity grouped by item type or timekeeper. I will use the attorney sample file in QuickBooks® to show you how to do this.To do this, when you click on add time and cost to invoice you will first select the items you want to come […]
Checking for Conflicts of Interest with QuickBooks®
QuickBooks® has added a new find field in the customer list that can help you check your customer list for conflicts of interest. You can use the define fields to store other names that are associated with your clients. It is easy to use and attorneys may find it very helpful. From the Home Page, […]
Attorneys can Track Time, Retainers, Conflicts and More using QuickBooks®
QuickBooks® is the number one small business accounting software and for good reason. It is easy to use and reasonably priced. QuickBooks® can do the following things that Attorneys generally need: Track Billable and Non Billable Time – QuickBooks® has a great Time Tracking feature. An attorney can track their billable and non billable time […]
Sample Chart of Accounts for Law Firms
Here is a link to two sample chart of accounts that Attorneys can use for their Law Firms. The Medium size chart of accounts was modeled after the American Bar Association.https://attorneystechnology.com/resources/forms-and-letters
Can Lawyers Use QuickBooks®?
The answer is Yes. QuickBooks® is the number one small business accounting software and for good reason. It is easy to use and reasonably priced. It allows you to keep track of your Trust account, Retainers, Billable Time, Clients and Income and Expenses. The key is choosing the right version for your law practice and […]