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Data Migration for Law Firms

Data Migration for Law Firms

by Lynda Artesani | Jan 2, 2022 | Data Migrations, General Tips, Workflow

Some data migrations are more complex than others and it’s also probably safe to say that a law firm migration will usually lean towards being at least moderately hefty, (if not a full-on King Kong scenario) If this isn’t sounding familiar to you yet, your lawyerly...
Tips on Performing Data Migration

Tips on Performing Data Migration

by Lynda Artesani | Sep 19, 2021 | Accounts Receivable, General Tips, Other, QuickBooks, Work Processes

Attorneys and law firms are notorious for having antiquated systems. Law firms are paper-centric. Many firms, especially the larger ones, still rely on servers and desktop software. At our firm, we have made it our mission to bring them into the 21st-century. What is...
QuickBooks Online For Attorneys: Importing your Open Trust Client Liability Accounts

QuickBooks Online For Attorneys: Importing your Open Trust Client Liability Accounts

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...

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