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 reports … [Read more...]

QuickBooks for Attorneys Book on Sale

In celebration of back to school time, we have our best selling book, Law Practice Accounting Using QuickBooks and Law Practice Accounting Using QuickBooks for MAC, on sale for $10.00 off the regular price. Order on or before August 31st to save and get a head start on getting you firm's books in order before the crunch of the end of the year.  The … [Read more...]

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. If you only have a few … [Read more...]

Converting Time entries from Time Slips or Tabs to QuickBooks®

Are you currently using another program to track and bill your time?  Would you like that time to be brought into QuickBooks® so you can have the history and start using QuickBooks® to manage your time and billing?   If so I can help.  If your current program has the ability to print the time records to a csv or text file, this can be transferred … [Read more...]

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 built in feature to track time.   You can … [Read more...]

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 same thing in QuickBooks®. When you are … [Read more...]

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 have found … [Read more...]

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 this is to create an invoice that day for the amount they are paying … [Read more...]

QuickBooks® for Mac

How did I live without it? I recently purchased a Mac for the sole purpose of writing my book for attorneys and property owners who use QuickBooks® on their Mac. I was surprised to see that it had a different look and feel than the PC version of QuickBooks®. I was having so much fun with my Mac that I got rid of Verizon and purchased the IPhone. … [Read more...]