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QuickBooks Desktop for Lawyers Tutorial Course



Course Title: Mastering QuickBooks Made Easy for Lawyers
Versions Covered: Desktop Pro 2024-2014
Hours of Content: 9.25
Video Lessons: 217
Manual: 363 Pages
Includes: Entire QuickBooks Curriculum & Bonus Legal Chapters
This Course: $50 $25 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.