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QuickBooks Desktop for Lawyers Tutorial Course



Course Title: Mastering QuickBooks Made Easy for Lawyers
Versions Covered: Desktop Pro 2023-2014
Hours of Content: 9.25
Video Lessons: 217
Manual: 363 Pages
Includes: Entire QuickBooks Curriculum & Bonus Legal Chapters
This Course: $50 $15 Sale! |
All Courses: Every course. One price. | 
Multi-User: Group discounts | 

Course Description

Using QuickBooks Desktop in a law firm comes with unique challenges. From setting up and maintaining a legal company file to managing trust accounts, QuickBooks includes several powerful features for law professionals. This QuickBooks training course includes a module specific to the practice of law. You will learn how to create and effectively manage a legal company file as well as use QuickBooks for trust accounting. In addition, you’ll receive our complete QuickBooks curriculum. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your QuickBooks training with the text of our printable classroom instruction manual (363 pages), additional images and practice exercises. You will learn how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more.

Whether you are completely new to QuickBooks or upgrading from an older version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply launch the easy-to-use interface, click to start a video lesson or open the manual and you’re on your way to mastering QuickBooks.

Course Syllabus & Sample Lessons

Select any of the video lessons markedfreeto view them in a new window.

To view samples of the instruction manuals in PDF, click here: Sample QuickBooks for Lawyers Manual

CHAPTER 1- Creating a Legal Company File  
Lesson 1.1- Making a Legal Company Using Express Start  
Lesson 1.2- Making a Legal Company Using the EasyStep Interview  
Lesson 1.3- Reviewing the Default Chart of Accounts  
Lesson 1.4- Entering Vendors  
Lesson 1.5- Entering Clients and Cases  
Lesson 1.6- Enabling Class Tracking for Law Firms  
Lesson 1.7- Creating Billing Line Items  
CHAPTER 2- Setting Up a Trust Account  
Lesson 2.1- What is an IOLTA?  
Lesson 2.2- Creating Accounts for Trust Management  
Lesson 2.3- Creating Items for Trust Management  
CHAPTER 3- Managing a Trust Account  
Lesson 3.1- Depositing Client Money into the Client Trust Account  
Lesson 3.2- Entering Bills to Pay from the Trust Account  
Lesson 3.3- Recording Bills for Office Expenses  
Lesson 3.4- Paying Bills from the Client Trust Account  
Lesson 3.5- Using a Client Trust Credit Card  
Lesson 3.6- Time Tracking and Invoicing for Legal Professionals  
Lesson 3.7- Paying the Law Firm’s Invoices Using the Client Funds  
Lesson 3.8- Refunding Unused Client Trust Account Funds  
Lesson 3.9- Escheated Trust Funds  
CHAPTER 4- Trust Account Reporting  
Lesson 4.1- Creating a Trust Account Liability Proof Report  
Lesson 4.2- Creating a Trust Liability Balances by Client Report  
Lesson 4.3- Creating a Client Ledger Report  
Lesson 4.3- Creating an Account Journal Report  
CHAPTER 1- The QuickBooks Environment  
Lesson 1.1- The Home Page  
Lesson 1.2- The Centers  
Lesson 1.3- The Menu Bar and Keyboard Shortcuts  
Lesson 1.4- The Open Window List  
Lesson 1.5- The Icon Bar  
Lesson 1.6- Customizing the Icon Bar  
Lesson 1.7- The Chart of Accounts  
Lesson 1.8- Accounting Methods  
Lesson 1.9- Financial Reports  
CHAPTER 2- Creating a QuickBooks Company File  
Lesson 2.1- Using Express Start free
Lesson 2.2- Using the EasyStep Interview free
Lesson 2.3- Returning to the Easy Step Interview  
Lesson 2.4- Creating a Local Backup Copy  
Lesson 2.5- Restoring a Company File from a Local Backup Copy  
Lesson 2.6- Setting Up Users  
Lesson 2.7- Single and Multiple User Modes  
Lesson 2.8- Closing Company Files  
Lesson 2.9- Opening a Company File  
CHAPTER 3- Using Lists  
Lesson 3.1- Using Lists  
Lesson 3.2- The Chart of Accounts free
Lesson 3.3- The Customers & Jobs List  
Lesson 3.4- The Employees List  
Lesson 3.5- The Vendors List  
Lesson 3.6- Using Custom Fields  
Lesson 3.7- Sorting List  
Lesson 3.8- Inactivating and Reactivating List Items  
Lesson 3.9- Printing Lists  
Lesson 3.10- Renaming & Merging List Items  
Lesson 3.11- Adding Multiple List Entries from Excel  
Lesson 3.12- Customer Groups  
CHAPTER 4- Setting Up Sales Tax  
Lesson 4.1- The Sales Tax Process free
Lesson 4.2- Creating Tax Agencies free
Lesson 4.3- Creating Individual Sales Tax Items  
Lesson 4.4- Creating a Sales Tax Group  
Lesson 4.5- Setting Sales Tax Preferences  
Lesson 4.6- Indicating Taxable & Non-taxable Customers and Items  
CHAPTER 5- Setting Up Inventory Items  
Lesson 5.1- Setting Up Inventory  
Lesson 5.2- Creating Inventory Items  
Lesson 5.3- Creating a Purchase Order  
Lesson 5.4- Receiving Items with a Bill  
Lesson 5.5- Entering Item Receipts  
Lesson 5.6- Matching Bills to Item Receipts  
Lesson 5.7- Adjusting Inventory  
CHAPTER 6- Setting Up Other Items  
Lesson 6.1- Service Items  
Lesson 6.2- Non-Inventory Items  
Lesson 6.3- Other Charges  
Lesson 6.4- Subtotals  
Lesson 6.5- Groups  
Lesson 6.6- Discounts  
Lesson 6.7- Payments  
Lesson 6.8- Changing Item Prices  
CHAPTER 7- Basic Sales  
Lesson 7.1- Selecting a Sales Form  
Lesson 7.2- Creating an Invoice  
Lesson 7.3- Creating Batch Invoices  
Lesson 7.4- Creating a Sales Receipt  
Lesson 7.5- Finding Transaction Forms  
Lesson 7.6- Previewing Sales Forms  
Lesson 7.7- Printing Sales Forms  
CHAPTER 8- Using Price Levels  
Lesson 8.1- Using Price Levels  
CHAPTER 9- Creating Billing Statements  
Lesson 9.1- Setting Finance Charge Defaults  
Lesson 9.2- Entering Statement Charges  
Lesson 9.3- Applying Finance Charges and Creating Statements  
CHAPTER 10- Payment Processing  
Lesson 10.1- Recording Customer Payments  
Lesson 10.2- Entering a Partial Payment  
Lesson 10.3- Applying One Payment to Multiple Invoices  
Lesson 10.4- Entering Overpayments  
Lesson 10.5- Entering Down Payments or Prepayments  
Lesson 10.6- Applying Customer Credits  
Lesson 10.7- Making Deposits  
Lesson 10.8- Handling Bounced Checks  
Lesson 10.9- Automatically Transferring Credits Between Jobs  
Lesson 10.10- Manually Transferring Credits Between Jobs  
CHAPTER 11- Handling Refunds  
Lesson 11.1- Creating a Credit Memo and Refund Check  
Lesson 11.2- Refunding Customer Payments  
CHAPTER 12- Entering and Paying Bills  
Lesson 12.1- Setting Billing Preferences  
Lesson 12.2- Entering Bills  
Lesson 12.3- Paying Bills  
Lesson 12.4- Early Bill Payment Discounts  
Lesson 12.5- Entering a Vendor Credit  
Lesson 12.6- Applying a Vendor Credit  
Lesson 12.7- Upload and Review Bills  
CHAPTER 13- Using Bank Accounts  
Lesson 13.1- Using Registers  
Lesson 13.2- Writing Checks  
Lesson 13.3- Writing a Check for Inventory Items  
Lesson 13.4- Printing Checks  
Lesson 13.5- Transferring Funds  
Lesson 13.6- Reconciling Accounts  
Lesson 13.7- Voiding Checks  
Lesson 13.8- Adding Bank Feeds  
Lesson 13.9- Reviewing Bank Feed Transactions  
Lesson 13.10- Bank Feed Rules  
Lesson 13.11- Disconnecting Bank Feed Accounts  
CHAPTER 14- Paying Sales Tax  
Lesson 14.1- Sales Tax Reports  
Lesson 14.2- Using the Sales Tax Payable Register  
Lesson 14.3- Paying Your Tax Agencies  
CHAPTER 15- Reporting  
Lesson 15.1- Graph and Report Preferences  
Lesson 15.2- Using QuickReports  
Lesson 15.3- Using QuickZoom  
Lesson 15.4- Using Preset Reports  
Lesson 15.5- Modifying a Report  
Lesson 15.6- Rearranging and Resizing Report Columns  
Lesson 15.7- Memorizing a Report  
Lesson 15.8- Memorized Report Groups  
Lesson 15.9- Printing Reports  
Lesson 15.10- Batch Printing Forms  
Lesson 15.11- Exporting Reports to Excel  
Lesson 15.12- Saving Forms and Reports as PDF Files  
Lesson 15.13- Comment on Report  
Lesson 15.14- Process Multiple Reports  
Lesson 15.15- Scheduled Reports  
CHAPTER 16- Using Graphs  
Lesson 16.1- Using Graphs  
Lesson 16.1- Company Snapshot  
CHAPTER 17- Customizing Forms  
Lesson 17.1- Creating New Form Templates  
Lesson 17.2- Performing Basic Customization  
Lesson 17.3- Performing Additional Customization  
Lesson 17.4- The Layout Designer  
Lesson 17.5- Changing the Grid and Margins in the Layout Designer  
Lesson 17.6- Selecting Objects in the Layout Designer  
Lesson 17.7- Moving and Resizing Objects in the Layout Designer  
Lesson 17.8- Formatting Objects in the Layout Designer  
Lesson 17.9- Copying Objects and Formatting in the Layout Designer  
Lesson 17.10- Adding and Removing Objects in the Layout Designer  
Lesson 17.11- Aligning and Stacking Objects in the Layout Designer  
Lesson 17.12- Resizing Columns in the Layout Designer  
CHAPTER 18- Estimating  
Lesson 18.1- Creating a Job  
Lesson 18.2- Creating an Estimate  
Lesson 18.3- Duplicating Estimates  
Lesson 18.4- Invoicing From Estimates  
Lesson 18.5- Updating Job Statuses  
Lesson 18.6- Inactivating Estimates  
Lesson 18.7- Making Purchases for a Job  
Lesson 18.8- Invoicing for Job Costs  
Lesson 18.9- Using Job Reports  
CHAPTER 19- Time Tracking  
Lesson 19.1- Tracking Time and Printing a Blank Timesheet  
Lesson 19.2- Weekly Timesheets  
Lesson 19.3- Time/Enter Single Activity  
Lesson 19.4- Invoicing from Time Data  
Lesson 19.5- Using Time Reports  
Lesson 19.6- Tracking Vehicle Mileage  
Lesson 19.7- Charging Customers for Mileage  
CHAPTER 20- Payroll  
Lesson 20.1- The Payroll Process  
Lesson 20.2- Creating Payroll Items  
Lesson 20.3- Setting Employee Defaults  
Lesson 20.4- Setting Up Employee Payroll Information  
Lesson 20.5- Creating Payroll Schedules  
Lesson 20.6- Creating Scheduled Paychecks  
Lesson 20.7- Creating Unscheduled Paychecks  
Lesson 20.8- Creating Termination Paychecks  
Lesson 20.9- Voiding Paychecks  
Lesson 20.10- Tracking Your Tax Liabilities  
Lesson 20.11- Paying Your Payroll Tax Liabilities  
Lesson 20.12- Adjusting Payroll Liabilities  
Lesson 20.13- Entering Liability Refund Checks  
Lesson 20.14- Process Payroll Forms  
Lesson 20.15- Tracking Workers Compensation  
CHAPTER 21- Using Credit Card Accounts  
Lesson 21.1- Creating Credit Card Accounts  
Lesson 21.2- Entering Credit Card Charges  
Lesson 21.3- Reconciling and Paying Credit Cards  
CHAPTER 22- Assets and Liabilities  
Lesson 22.1- Assets and Liabilities  
Lesson 22.2- Creating and Using an Other Current Asset Account  
Lesson 22.3- Removing Value from Other Current Asset Accounts  
Lesson 22.4- Creating Fixed Asset Accounts  
Lesson 22.5- Creating Liability Accounts  
Lesson 22.6- Setting the Original Cost of Fixed Assets  
Lesson 22.7- Tracking Depreciation  
Lesson 22.8- The Fixed Asset Item List  
CHAPTER 23- Equity Accounts  
Lesson 23.1- Equity Accounts  
Lesson 23.2- Recording an Owner’s Draw  
Lesson 23.3- Recording a Capital Investment  
CHAPTER 24- Writing Letters With QuickBooks  
Lesson 24.1- Using the Letters and Envelopes Wizard  
Lesson 24.2- Editing Letter Templates  
CHAPTER 25- Company Management  
Lesson 25.1- Viewing Your Company Information  
Lesson 25.2- Setting Up Budgets  
Lesson 25.3- Using the To Do List  
Lesson 25.4- Using Reminders and Setting Preferences  
Lesson 25.5- Making General Journal Entries  
Lesson 25.6- Using Payment Reminders  
Lesson 25.7- Receipt Management  
CHAPTER 26- Using QuickBooks Tools  
Lesson 26.1- Company File Cleanup  
Lesson 26.2- Exporting and Importing List Data Using IIF Files  
Lesson 26.3- Advanced Importing of Excel Data  
Lesson 26.4- Updating QuickBooks  
Lesson 26.5- Using the Calculator  
Lesson 26.6- Using the Portable Company Files  
Lesson 26.7- Using the Calendar  
Lesson 26.8- The Income Tracker  
Lesson 26.9- The Bill Tracker  
Lesson 26.10- The Lead Center  
Lesson 26.11- Moving QuickBooks Desktop Using the Migrator Tool  
CHAPTER 27- Using the Accountant’s Review  
Lesson 27.1- Creating an Accountant’s Copy  
Lesson 27.2- Transferring an Accountant’s Copy  
Lesson 27.3- Importing Accountant’s Changes  
Lesson 27.4- Removing Restrictions  
CHAPTER 28- Using the Help Menu  
Lesson 28.1- Using Help  

QuickBooks for Lawyers Training Course Overview

Intuit‘s QuickBooks is the most popular small business accounting software on the market today. During this 9.25 hour QuickBooks video training course, our expert instructor will show you how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more. This QuickBooks training course covers the same material as our two-day classroom training and was designed to provide a solid foundation in QuickBooks and includes a CLE training module specific to the practice of law. You will learn how to create and effectively manage a legal company file as well as use QuickBooks for trust accounting.

Course includes video lessons, printable instruction manuals, a practice exam with evaluative feedback (find out why your answers are right or wrong), your final exam submission, and a course certificate of completion.

At TeachUcomp, Inc., you choose how you want your QuickBooks training delivered.

Online subscriptions offer the most flexibility and value. With online training, you can access your courses anytime and anywhere you have an internet connection (including all new releases and updates). Your subscription grants you instant access to ALL of our courses for one low price. There are no contracts and you can cancel at any time. You may choose between a monthly or annual plan.

Courses are also available individually via digital download and online for a one-time charge.

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