by Lynda Artesani | Feb 6, 2022 | General Tips, IOLTA/Trust Accounts
The interest on a lawyer’s trust account, commonly known as IOLTA, is one of the most mysterious accounts in attorney’s chart accounts. Yes, we know it’s a bank account; we know that there’s interest, but we’re not sure how to put that...
by Lynda Artesani | Aug 15, 2021 | Data Migrations, General Tips, Other, QuickBooks, Work Processes
The following blog post is designed to help attorneys understand the reports they need to create using QuickBooks Online as their accounting software. The first report is a requirement of the American Bar Association and is a must for any law firm with a trust bank...
by Lynda Artesani | Jul 11, 2021 | Chart of Accounts, General Tips, QuickBooks
Continuing with my series on QuickBooks Online for attorneys last week we jumped into starting a brand new file and adding a law-specific chart of accounts. This week it’s all about importing a list of your Client Ledger Accounts as sub-accounts under the parent...
