Mastering Quickbooks Pro 2020 For Lawyers Training Tutorial

QuickBooks lessons specifically designed for those who practice law.

What you'll learn
Create a legal company file
Setup and manage trust accounts
Requirements
Basic knowledge of Windows and Introductory QuickBooks skills
Description
If you are an attorney or work in a law office, this course in QuickBooks is for you. Using QuickBooks 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 training 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. Mastering QuickBooks Made Easy for Lawyers features 212 video lessons with 8.5 hours of instruction for QuickBooks Pro version 2020. Our courses were developed from our original classroom trainings. This helped to develop the curriculum of course topics we present that address the student’s real-world concerns and usage.Our course design helps maximize the learning retention of our self-study courses. Each course contains different learning modalities that help reinforce the topics. We initially present each topic’s information in a course manual in a written, conversational style to provide a conceptual overview. These overviews are followed by instructions, showing the specific actions required to perform the tasks related to the topic. These topic actions are then combined with each other into exercises at the end of each chapter to show their interconnected relationships.Each course topic is also enhanced with an audio-visual lesson in the form of a video. The video lesson shows how to perform the topic’s actions as the instructor simultaneously narrates the topic’s overview.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 learning with the text of printable classroom instruction manual, additional images and practice exercises.

Overview

Section 1: Course Introduction

Lecture 1 Course Introduction

Section 2: The QuickBooks Environment

Lecture 2 The Home Page and Insights Tabs

Lecture 3 The Centers

Lecture 4 The Menu Bar and Keyboard Shortcuts

Lecture 5 The Open Window List

Lecture 6 The Icon Bar

Lecture 7 Customizing the Icon Bar

Lecture 8 The Chart of Accounts

Lecture 9 Accounting Methods

Lecture 10 Financial Reports

Section 3: Creating a QuickBooks Company

Lecture 11 Using Express Start

Lecture 12 Using the EasyStep Interview

Lecture 13 Returning to the EasyStep Interview

Lecture 14 Creating a Local Backup Copy

Lecture 15 Restoring a Company File from a Local Backup Copy

Lecture 16 Setting Up Users

Lecture 17 Single and Multiple User Modes

Lecture 18 Closing Company Files

Lecture 19 Opening a Company File

Section 4: Using Lists

Lecture 20 Using Lists

Lecture 21 The Chart of Accounts

Lecture 22 The Customers & Jobs List

Lecture 23 The Employees List

Lecture 24 The Vendors List

Lecture 25 Using Custom Fields

Lecture 26 Sorting Lists

Lecture 27 Inactivating and Reactivating List Items

Lecture 28 Printing Lists

Lecture 29 Renaming and Merging List Items

Lecture 30 Adding Multiple List Entries from Excel

Section 5: Setting Up Sales Tax

Lecture 31 The Sales Tax Process

Lecture 32 Creating Tax Agencies

Lecture 33 Creating Individual Sales Tax Items

Lecture 34 Creating a Sales Tax Group

Lecture 35 Setting Sales Tax Preferences

Lecture 36 Indicating Taxable & Non-taxable Customers & Items

Section 6: Setting Up Inventory Items

Lecture 37 Setting Up Inventory

Lecture 38 Creating Inventory Items

Lecture 39 Creating a Purchase Order

Lecture 40 Receiving Items with a Bill

Lecture 41 Entering Item Receipts

Lecture 42 Matching Bills to Item Receipts

Lecture 43 Adjusting Inventory

Section 7: Setting Up Other Items

Lecture 44 Service Items

Lecture 45 Non-Inventory Items

Lecture 46 Other Charges

Lecture 47 Subtotals

Lecture 48 Groups

Lecture 49 Discounts

Lecture 50 Payments

Lecture 51 Changing Item Prices

Section 8: Basic Sales

Lecture 52 Selecting a Sales Form

Lecture 53 Creating an Invoice

Lecture 54 Creating Batch Invoices

Lecture 55 Creating a Sales Receipt

Lecture 56 Finding Transaction Forms

Lecture 57 Previewing Sales Forms

Lecture 58 Printing Sales Forms

Section 9: Using Price Levels

Lecture 59 Using Price Levels

Section 10: Creating Billing Statements

Lecture 60 Setting Finance Charge Defaults

Lecture 61 Entering Statement Charges

Lecture 62 Applying Finance Charges and Creating Statements

Section 11: Payment Processing

Lecture 63 Recording Customer Payments

Lecture 64 Entering a Partial Payment

Lecture 65 Applying One Payment to Multiple Invoices

Lecture 66 Entering Overpayments

Lecture 67 Entering Down Payments or Prepayments

Lecture 68 Applying Customer Credits

Lecture 69 Making Deposits

Lecture 70 Handling Bounced Checks

Lecture 71 Automatically Transferring Credits Between Jobs

Lecture 72 Manually Transferring Credits Between Jobs

Section 12: Handling Refunds

Lecture 73 Creating a Credit Memo and Refund Check

Lecture 74 Refunding Customer Payments

Section 13: Entering and Paying Bills

Lecture 75 Setting Billing Preferences

Lecture 76 Entering Bills

Lecture 77 Paying Bills

Lecture 78 Early Bill Payment Discounts

Lecture 79 Entering a Vendor Credit

Lecture 80 Applying a Vendor Credit

Section 14: Using Bank Accounts

Lecture 81 Using Registers

Lecture 82 Writing Checks

Lecture 83 Writing a Check for Inventory Items

Lecture 84 Printing Checks

Lecture 85 Transferring Funds Between Accounts

Lecture 86 Reconciling Accounts

Lecture 87 Voiding Checks

Section 15: Paying Sales Tax

Lecture 88 Sales Tax Reports

Lecture 89 Using the Sales Tax Payable Register

Lecture 90 Paying Your Tax Agencies

Section 16: Reporting

Lecture 91 Graph and Report Preferences

Lecture 92 Using QuickReports

Lecture 93 Using QuickZoom

Lecture 94 Preset Reports

Lecture 95 Modifying a Report

Lecture 96 Rearranging and Resizing Report Columns

Lecture 97 Memorizing Reports

Lecture 98 Memorized Report Groups

Lecture 99 Printing Reports

Lecture 100 Batch Printing Forms

Lecture 101 Exporting Reports to Microsoft Excel

Lecture 102 Saving Forms and Reports as PDF Files

Lecture 103 Comment on Report

Lecture 104 Process Multiple Reports

Lecture 105 Scheduled Reports

Section 17: Using Graphs

Lecture 106 Using Graphs

Lecture 107 Company Snapshot

Section 18: Customizing Forms

Lecture 108 Creating New Form Templates

Lecture 109 Performing Basic Customization

Lecture 110 Performing Additional Customization

Lecture 111 The Layout Designer

Lecture 112 Changing the Grid and Margins in the Layout Designer

Lecture 113 Selecting Objects in the Layout Designer

Lecture 114 Moving and Resizing Objects in the Layout Designer

Lecture 115 Formatting Objects in the Layout Designer

Lecture 116 Copying Objects and Formatting in the Layout Designer

Lecture 117 Adding and Removing Objects in the Layout Designer

Lecture 118 Aligning and Stacking Objects in the Layout Designer

Lecture 119 Resizing Columns in the Layout Designer

Section 19: Estimating

Lecture 120 Creating a Job

Lecture 121 Creating an Estimate

Lecture 122 Duplicating Estimates

Lecture 123 Invoicing from an Estimate

Lecture 124 Updating Job Statuses

Lecture 125 Inactivating Estimates

Lecture 126 Making Purchases for a Job

Lecture 127 Invoicing for Job Costs

Lecture 128 Using Job Reports

Section 20: Time Tracking

Lecture 129 Tracking Time and Printing a Blank Timesheet

Lecture 130 Weekly Timesheets

Lecture 131 Time/Enter Single Activity

Lecture 132 Invoicing from Time Data

Lecture 133 Using Time Reports

Lecture 134 Tracking Vehicle Mileage

Lecture 135 Charging Customers for Mileage

Section 21: Payroll

Lecture 136 The Payroll Process

Lecture 137 Creating Payroll Items

Lecture 138 Setting Employee Defaults

Lecture 139 Setting Up Employee Payroll Information

Lecture 140 Creating Payroll Schedules

Lecture 141 Creating Scheduled Paychecks

Lecture 142 Creating Unscheduled Paychecks

Lecture 143 Creating Termination Paychecks

Lecture 144 Voiding Paychecks

Lecture 145 Tracking Your Tax Liabilities

Lecture 146 Paying Payroll Tax Liabilities

Lecture 147 Adjusting Payroll Liabilities

Lecture 148 Entering Liability Refund Checks

Lecture 149 Process Payroll Forms

Lecture 150 Tracking Workers Compensation

Section 22: Using Credit Card Accounts

Lecture 151 Creating Credit Card Accounts

Lecture 152 Entering Charges on Credit Cards

Lecture 153 Reconciling and Paying Credit Cards

Section 23: Assets and Liabilities

Lecture 154 Assets and Liabilities

Lecture 155 Creating and Using Other Current Asset Accounts

Lecture 156 Removing Value from Other Current Asset Accounts

Lecture 157 Creating Fixed Asset Accounts

Lecture 158 Creating Liability Accounts

Lecture 159 Setting the Original Cost of the Fixed Asset

Lecture 160 Tracking Depreciation

Lecture 161 The Loan Manager

Lecture 162 The Fixed Asset Item List

Section 24: Equity Accounts

Lecture 163 Equity Accounts

Lecture 164 Recording an Owner’s Draw

Lecture 165 Recording a Capital Investment

Section 25: Writing Letters with QuickBooks

Lecture 166 Using the Letters and Envelopes Wizard

Lecture 167 Editing Letter Templates

Section 26: Company Management

Lecture 168 Viewing Your Company Information

Lecture 169 Setting Up Budgets

Lecture 170 Using the To Do List

Lecture 171 Using Reminders and Setting Preferences

Lecture 172 Making General Journal Entries

Lecture 173 Using the Cash Flow Projector

Lecture 174 Using Payment Reminders

Section 27: Using QuickBooks Tools

Lecture 175 Company File Cleanup

Lecture 176 Exporting and Importing List Data Using IIF Files

Lecture 177 Advanced Importing of Excel Data

Lecture 178 Updating QuickBooks

Lecture 179 Using the Calculator

Lecture 180 Using Portable Company Files

Lecture 181 Using the Calendar

Lecture 182 The Income Tracker

Lecture 183 The Bill Tracker

Lecture 184 The Lead Center

Lecture 185 Moving QuickBooks Desktop Using the Migrator Tool

Section 28: Using the Accountant’s Review

Lecture 186 Creating an Accountant’s Copy

Lecture 187 Transferring an Accountant’s Copy

Lecture 188 Importing Accountant’s Changes

Lecture 189 Removing Restrictions

Section 29: Using the Help Menu

Lecture 190 Using Help

Section 30: Creating a Legal Company File

Lecture 191 Making a Legal Company Using Express Start

Lecture 192 Making a Legal Company Using the EasyStep Interview

Lecture 193 Reviewing the Default Chart of Accounts

Lecture 194 Entering Vendors

Lecture 195 Entering Clients and Cases

Lecture 196 Enabling Class Tracking for Law Firms

Lecture 197 Creating Billing Line Items

Section 31: Setting Up a Trust Account

Lecture 198 What is an IOLTA?

Lecture 199 Creating Accounts for Trust Management

Lecture 200 Creating Items for Trust Management

Section 32: Managing a Trust Account

Lecture 201 Depositing Client Money into the Client Trust Account

Lecture 202 Entering Bills to Pay from the Trust Account

Lecture 203 Recording Bills for Office Expenses

Lecture 204 Paying Bills from the Client Trust Account

Lecture 205 Using a Client Trust Credit Card

Lecture 206 Time Tracking and Invoicing for Legal Professionals

Lecture 207 Paying the Law Firm’s Invoices Using the Client Funds

Lecture 208 Refunding Unused Client Trust Account Funds

Lecture 209 Escheated Trust Funds

Section 33: Trust Account Reporting

Lecture 210 Creating a Trust Account Liability Proof Report

Lecture 211 Creating a Trust Liability Balances by Client Report

Lecture 212 Creating a Client Ledger Report

Lecture 213 Creating an Account Journal Report

Section 34: Course Conclusion and Instruction Manual in PDF

Lecture 214 Course Conclusion and Instruction Manual in PDF

Attorneys,Law Firm Employees,Law Students