Video recap: How do you onboard a law firm to QuickBooks Online?
An April 2019 meetup covered how accountants prepare law firm clients for QuickBooks Online and connected legal billing. Brandy Derrick, Lynda Artesani and Sarah Prevost discussed their onboarding process. Watch the meetup recap.
Here’s what we reviewed:
- Best practices for switching law firms to QuickBooks Online
- Tips and tricks to make the process run as smoothly as possible — including a checklist for your law client to fill out before it happens
- Scheduling an onboard and how to prepare
- How to coach expectations from the client
- Budget considerations
- Data migration
Whether you’re onboarding your first law firm or refining an established process, the discussion covers preparation and expectations for working in QuickBooks Online.
For firms that want timekeeping, billing, trust ledgers, and reporting connected to QuickBooks Online, LeanLaw legal billing software supports that financial workflow.
To see the onboarding discussion, watch the video from the April meetup. If you have questions, contact us.
Published by
The LeanLaw Team
The LeanLaw Team is the legal-finance content team behind LeanLaw — the billing, trust accounting, and revenue-reporting platform built natively on QuickBooks Online. Drawing on years of work alongside law firms and the accountants who serve them, the team writes about trust accounting, IOLTA compliance, legal billing, and law-firm financial operations. LeanLaw is a QuickBooks Online Premium App Partner.
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