QuickBooks For Attorneys In A Lawfirm

  • Course provided by Udemy
  • Study type: Online
  • Starts: Anytime
  • Price: See latest price on Udemy
Udemy

Course Description

This revolutionary new course will give self-employed attorneys and law firms everything they need to easily keep financial records of a law firm in a way that the bar association requires.

We know that law firms and self-employed attorneys have unique challenges that relate to the bookkeeping and record keeping standards set forth by the bar association and other regulating authorities.

I am giving you my personal guarantee that the procedures you will learn in this course will enable you to keep records that will show you the results of your operations and be in compliance with the regulation for attorneys.

This course starts with the very basics of the set up so you can hire a bookkeeper who knows nothing about QuickBooks and have her/him simply watch and follow these videos and they can be your law firm’s bookkeeper!!

I have helped dozens of attorneys with these special and easy to follow bookkeeping methods. They are simple to understand and easy to do. They will definetly work for you!! This QuickBooks Learning Video Series is guaranteed to show every possible type of transaction that a law firm could need to enter in to QuickBooks. It has easy, step by step instructions and follow along files to help make learning easy and fun.

These special but simple ways of using QuickBooks Desktop are methods that attorneys should and must use QuickBooks for their law firm. It is made with QuickBooks Desktop for Windows.

You will learn:

Attorneys Needed Records

Create And Find A Law Firm Company File

Attorneys - Set The Preferences

Setting Up The Icon Bar

Attorneys Chart Of Accounts

Attorneys Items List

Attorney's Clients Data

Managing Vendor Data

Creating Retainer Receipts

Receiving Advanced Payments From Clients

Creating Invoices For Client Services

Editing And Deleting Attorney Transactions

Applying Retainer Payments To Invoices

ATTORNEYS - Late Paying Clients

This Is The Best Method For Attorneys

Adjusting The Receivables Account

Attorney Reports

Allocating Cost - Per - Client

Allocating Clients Costs After-The-Fact

Billable Expenses To Clients

Giving Refunds To Clients

Collecting On Behalf Of Clients

Sales Receipt For Immediate Services

Writing Off Uncollectable Clients

Time Slips For Associate Attorneys

Time Sheets For Associate Attorneys


Now, there are bonus topics for anything extra that an attorney “may” or “might” need to additionally include. These are topics that any kind of business could need. I added these to be absolutely sure that you will anything you could possibly need when using QuickBooks desktop Windows for your law firm’s financial records:


Charging Company Credit Cards For Law Firm Expenses

Printing Checks In QuickBooks Online

Bank Reconciliation Course in QuickBooks Desktop

Bank Feeds And Importing Transactions

Owners Investing And Withdraw Cash To And From The Firm

Investing And Withdrawing Non-Cash Assets

Paying Business Expenses And Assets From Non-Business Funds

Track Expenses While Paying From Personal


There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun.

The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions.

If you need QuickBooks online, There is a parallel QuickBooks Online For Attorneys Course Available right her eon Udemy!! It’s the same topics but shown with QuickBooks Online!!

There are usually very few questions because the course is so clear. However, I'm right here for you if you have any questions or need support.

I know you will learn well and enjoy the course.

-Mark


Who this course is for:

  • Anyone Who Needs To Keep Financial Records Of A Lawfirm
  • Any Beginner Who Wants To Become An Expert in QuickBooks In A Short Amount Of Time
  • Anyone Who Wants To Enjoy Learning QuickBooks Desktop

Expected Outcomes

  1. How To Set Up A Law Firm To Use QuickBooks How To Record Every Possibly Type Of Transaction A Law Firm Would Need How To Find And Fix Any Mistakes When Recording Transactions For A Lawfirm How To Address Bookkeeping Issues That Are Unique To A Law Firm Or Partnership How To Make Sure That Your Law Firm’s Financial Records Are In Compliance With Your State Bar’s Association’s Requirements For Attorney-Client Rrecord Keeping Requirements Middle school level knowledge of basic computer usage No Prior Knowledge Of: QuickBooks. Acounting Or Computers Is Nessisary Description This revolutionary new course will give self-employed attorneys and law firms everything they need to easily keep financial records of a law firm in a way that the bar association requires. We know that law firms and self-employed attorneys have unique challenges that relate to the bookkeeping and record keeping standards set forth by the bar association and other regulating authorities. I am giving you my personal guarantee that the procedures you will learn in this course will enable you to keep records that will show you the results of your operations and be in compliance with the regulation for attorneys. This course starts with the very basics of the set up so you can hire a bookkeeper who knows nothing about QuickBooks and have her/him simply watch and follow these videos and they can be your law firm’s bookkeeper!! I have helped dozens of attorneys with these special and easy to follow bookkeeping methods. They are simple to understand and easy to do. They will definetly work for you!! This QuickBooks Learning Video Series is guaranteed to show every possible type of transaction that a law firm could need to enter in to QuickBooks. It has easy, step by step instructions and follow along files to help make learning easy and fun. These special but simple ways of using QuickBooks Desktop are methods that attorneys should and must use QuickBooks for their law firm. It is made with QuickBooks Desktop for Windows. You will learn: Attorneys Needed Records Create And Find A Law Firm Company File Attorneys - Set The Preferences Setting Up The Icon Bar Attorneys Chart Of Accounts Attorneys Items List Attorney's Clients Data Managing Vendor Data Creating Retainer Receipts Receiving Advanced Payments From Clients Creating Invoices For Client Services Editing And Deleting Attorney Transactions Applying Retainer Payments To Invoices ATTORNEYS - Late Paying Clients This Is The Best Method For Attorneys Adjusting The Receivables Account Attorney Reports Allocating Cost - Per - Client Allocating Clients Costs After-The-Fact Billable Expenses To Clients Giving Refunds To Clients Collecting On Behalf Of Clients Sales Receipt For Immediate Services Writing Off Uncollectable Clients Time Slips For Associate Attorneys Time Sheets For Associate Attorneys Now, there are bonus topics for anything extra that an attorney “may” or “might” need to additionally include. These are topics that any kind of business could need. I added these to be absolutely sure that you will anything you could possibly need when using QuickBooks desktop Windows for your law firm’s financial records: Charging Company Credit Cards For Law Firm Expenses Printing Checks In QuickBooks Online Bank Reconciliation Course in QuickBooks Desktop Bank Feeds And Importing Transactions Owners Investing And Withdraw Cash To And From The Firm Investing And Withdrawing Non-Cash Assets Paying Business Expenses And Assets From Non-Business Funds Track Expenses While Paying From Personal There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun. The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions. If you need QuickBooks online, There is a parallel QuickBooks Online For Attorneys Course Available right her eon Udemy!! It’s the same topics but shown with QuickBooks Online!! There are usually very few questions because the course is so clear. However, I'm right here for you if you have any questions or need support. I know you will learn well and enjoy the course. -Mark Who this course is for: Anyone Who Needs To Keep Financial Records Of A Lawfirm Any Beginner Who Wants To Become An Expert in QuickBooks In A Short Amount Of Time Anyone Who Wants To Enjoy Learning QuickBooks Desktop Show more Show less Course content 7 sections • 60 lectures • 9h 22m total length Expand all sections Introduction and Set Up 27 lectures • 3hr 54min Introduction Preview 03:35 Create A Company File for A Law Firm Preview 08:30 Set The Preferences In A Law Firm's File 06:42 Preparing The Law Firm Icon Bar 12:27 Attorneys Chart OF Accounts 10:50 Attorneys Items List 07:02 Managing Client Data 08:08 Managing Vendor Data 04:02 Creating Retainer Receipts 05:48 Receiving Advanced Retainer Payments From Clients 09:04 Applying Payments To Invoices 09:09 Editing Or Deleting A Transaction 07:36 Creating Invoices For Client Services 07:22 Late Paying Clients 08:34 Best Method For Using QuickBooks For Attoerneys 03:46 Separating Early And Late Paying Clients 13:24 QuickBooks Reports For A Law Firm 10:36 Allocating Cost Per Client 07:38 Cost Per Client After The Fact 09:02 Billing Clients For Expenses 09:06 Giving Refunds To Clients 03:37 Collecting On Behalf Of Clients 15:48 Sales Receipts For Immediate Client Payments 11:33 Writing Off Uncollectable Clients 08:16 Using Time Slips for Associate Attorneys 17:19 Weekly Time Sheets for Associate Attorneys 14:00 About The bonus Sections........... 01:28 Contractor Features That Attorneys May Need 6 lectures • 1hr 7min Changing Billable Defaults 12:51 Changing Billable Defaults 12:51 Mark Ups For Billable Expenses 12:31 using time slips 14:51 using time sheets 09:45 salary by job 04:38 Owners Investing And Withdrawiing Transactions To And From The Business 6 lectures • 50min Cash To And From Business To Owner And Owner To Business 11:56 Paying Non-Business Expenses With Personal Funds 06:04 Paying Business Expenses From Personal Funds 06:20 Tracking Investments By Job When paying From Personal Funds 08:53 Withdrawing Non-Cash Assets 02:18 Investing Non-Cash Assets In To The Business 14:35 Bank Feeds 7 lectures • 48min Introduction To The bank Feeds Course 01:24 Bank Feeds Overview And Summary 05:10 Setting Up Bank Feeds 06:04 Adding Transactions In The Bank Feeds Review List 06:04 Matching Transactions 07:23 Making Rules 11:23 Applying Customer Payments To Invocies In The Bank Feeds Center 10:22 Bank Reconciliation 8 lectures • 1hr 30min What Is Bank Reconciliation 07:04 What Is The "Cleared Balance"? 06:46 First Month's Bank Reconciliation 16:58 Second Consecutive Month's Bank Reconciliation 13:57 Bank Reconciliation Third Month And Using The Discrepancy Report 08:59 Bank Reconciliation Third Month With Mistakes 08:59 Special Issues With First Month's Bank Reconciliation 10:36 Bank Reconciliation Practical First Month Problem Issue Practical Example 16:30 Banking Related Tools 6 lectures • 1hr 13min Finding Anything Fast 13:44 Charging Client's Credit Cards 16:38 Managing Clinet's Bounced Checks 11:17 Printing Checks From QuickBooks Desktop 11:01 Paying law Firm Expenses By Company Credit Card 08:38 Bounced Check Tool 11:16 Evaluate Your Progress 0 lectures • 0min Attorneys Final Test 12 questions Instructor Mark Smolen Professor of Computerized Accounting 4.4 Instructor Rating 5,968 Reviews 31,027 Students 35 Courses I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for over a decade. I have made these videos by determining what my clients needed. I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'677bbfcb1eda2ce3',m:'31ac8dccc09d4527388878fc73168d9634782cef-1627786126-1800-Ac+MCH44kAtxwJJ4uc+vhheKjtkageqL0ck0SMB5YHXu2xPTMkLWs8A/oyhqGZni0GnPaIng4DUHoR/KItcZ6mzVzWKwa/7jamYke3PYkKtUTHehzOd2sx2EBanh2vI7E1MnEFMPsuaQbnzFvkTXFY7kfV9Ks3Gksyrv7eh27IM6',s:[0x3987070f01,0x3cf360ed86],}})();
  2. How To Record Every Possibly Type Of Transaction A Law Firm Would Need How To Find And Fix Any Mistakes When Recording Transactions For A Lawfirm How To Address Bookkeeping Issues That Are Unique To A Law Firm Or Partnership How To Make Sure That Your Law Firm’s Financial Records Are In Compliance With Your State Bar’s Association’s Requirements For Attorney-Client Rrecord Keeping Requirements Middle school level knowledge of basic computer usage No Prior Knowledge Of: QuickBooks. Acounting Or Computers Is Nessisary Description This revolutionary new course will give self-employed attorneys and law firms everything they need to easily keep financial records of a law firm in a way that the bar association requires. We know that law firms and self-employed attorneys have unique challenges that relate to the bookkeeping and record keeping standards set forth by the bar association and other regulating authorities. I am giving you my personal guarantee that the procedures you will learn in this course will enable you to keep records that will show you the results of your operations and be in compliance with the regulation for attorneys. This course starts with the very basics of the set up so you can hire a bookkeeper who knows nothing about QuickBooks and have her/him simply watch and follow these videos and they can be your law firm’s bookkeeper!! I have helped dozens of attorneys with these special and easy to follow bookkeeping methods. They are simple to understand and easy to do. They will definetly work for you!! This QuickBooks Learning Video Series is guaranteed to show every possible type of transaction that a law firm could need to enter in to QuickBooks. It has easy, step by step instructions and follow along files to help make learning easy and fun. These special but simple ways of using QuickBooks Desktop are methods that attorneys should and must use QuickBooks for their law firm. It is made with QuickBooks Desktop for Windows. You will learn: Attorneys Needed Records Create And Find A Law Firm Company File Attorneys - Set The Preferences Setting Up The Icon Bar Attorneys Chart Of Accounts Attorneys Items List Attorney's Clients Data Managing Vendor Data Creating Retainer Receipts Receiving Advanced Payments From Clients Creating Invoices For Client Services Editing And Deleting Attorney Transactions Applying Retainer Payments To Invoices ATTORNEYS - Late Paying Clients This Is The Best Method For Attorneys Adjusting The Receivables Account Attorney Reports Allocating Cost - Per - Client Allocating Clients Costs After-The-Fact Billable Expenses To Clients Giving Refunds To Clients Collecting On Behalf Of Clients Sales Receipt For Immediate Services Writing Off Uncollectable Clients Time Slips For Associate Attorneys Time Sheets For Associate Attorneys Now, there are bonus topics for anything extra that an attorney “may” or “might” need to additionally include. These are topics that any kind of business could need. I added these to be absolutely sure that you will anything you could possibly need when using QuickBooks desktop Windows for your law firm’s financial records: Charging Company Credit Cards For Law Firm Expenses Printing Checks In QuickBooks Online Bank Reconciliation Course in QuickBooks Desktop Bank Feeds And Importing Transactions Owners Investing And Withdraw Cash To And From The Firm Investing And Withdrawing Non-Cash Assets Paying Business Expenses And Assets From Non-Business Funds Track Expenses While Paying From Personal There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun. The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions. If you need QuickBooks online, There is a parallel QuickBooks Online For Attorneys Course Available right her eon Udemy!! It’s the same topics but shown with QuickBooks Online!! There are usually very few questions because the course is so clear. However, I'm right here for you if you have any questions or need support. I know you will learn well and enjoy the course. -Mark Who this course is for: Anyone Who Needs To Keep Financial Records Of A Lawfirm Any Beginner Who Wants To Become An Expert in QuickBooks In A Short Amount Of Time Anyone Who Wants To Enjoy Learning QuickBooks Desktop Show more Show less Course content 7 sections • 60 lectures • 9h 22m total length Expand all sections Introduction and Set Up 27 lectures • 3hr 54min Introduction Preview 03:35 Create A Company File for A Law Firm Preview 08:30 Set The Preferences In A Law Firm's File 06:42 Preparing The Law Firm Icon Bar 12:27 Attorneys Chart OF Accounts 10:50 Attorneys Items List 07:02 Managing Client Data 08:08 Managing Vendor Data 04:02 Creating Retainer Receipts 05:48 Receiving Advanced Retainer Payments From Clients 09:04 Applying Payments To Invoices 09:09 Editing Or Deleting A Transaction 07:36 Creating Invoices For Client Services 07:22 Late Paying Clients 08:34 Best Method For Using QuickBooks For Attoerneys 03:46 Separating Early And Late Paying Clients 13:24 QuickBooks Reports For A Law Firm 10:36 Allocating Cost Per Client 07:38 Cost Per Client After The Fact 09:02 Billing Clients For Expenses 09:06 Giving Refunds To Clients 03:37 Collecting On Behalf Of Clients 15:48 Sales Receipts For Immediate Client Payments 11:33 Writing Off Uncollectable Clients 08:16 Using Time Slips for Associate Attorneys 17:19 Weekly Time Sheets for Associate Attorneys 14:00 About The bonus Sections........... 01:28 Contractor Features That Attorneys May Need 6 lectures • 1hr 7min Changing Billable Defaults 12:51 Changing Billable Defaults 12:51 Mark Ups For Billable Expenses 12:31 using time slips 14:51 using time sheets 09:45 salary by job 04:38 Owners Investing And Withdrawiing Transactions To And From The Business 6 lectures • 50min Cash To And From Business To Owner And Owner To Business 11:56 Paying Non-Business Expenses With Personal Funds 06:04 Paying Business Expenses From Personal Funds 06:20 Tracking Investments By Job When paying From Personal Funds 08:53 Withdrawing Non-Cash Assets 02:18 Investing Non-Cash Assets In To The Business 14:35 Bank Feeds 7 lectures • 48min Introduction To The bank Feeds Course 01:24 Bank Feeds Overview And Summary 05:10 Setting Up Bank Feeds 06:04 Adding Transactions In The Bank Feeds Review List 06:04 Matching Transactions 07:23 Making Rules 11:23 Applying Customer Payments To Invocies In The Bank Feeds Center 10:22 Bank Reconciliation 8 lectures • 1hr 30min What Is Bank Reconciliation 07:04 What Is The "Cleared Balance"? 06:46 First Month's Bank Reconciliation 16:58 Second Consecutive Month's Bank Reconciliation 13:57 Bank Reconciliation Third Month And Using The Discrepancy Report 08:59 Bank Reconciliation Third Month With Mistakes 08:59 Special Issues With First Month's Bank Reconciliation 10:36 Bank Reconciliation Practical First Month Problem Issue Practical Example 16:30 Banking Related Tools 6 lectures • 1hr 13min Finding Anything Fast 13:44 Charging Client's Credit Cards 16:38 Managing Clinet's Bounced Checks 11:17 Printing Checks From QuickBooks Desktop 11:01 Paying law Firm Expenses By Company Credit Card 08:38 Bounced Check Tool 11:16 Evaluate Your Progress 0 lectures • 0min Attorneys Final Test 12 questions Instructor Mark Smolen Professor of Computerized Accounting 4.4 Instructor Rating 5,968 Reviews 31,027 Students 35 Courses I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for over a decade. I have made these videos by determining what my clients needed. I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'677bbfcb1eda2ce3',m:'31ac8dccc09d4527388878fc73168d9634782cef-1627786126-1800-Ac+MCH44kAtxwJJ4uc+vhheKjtkageqL0ck0SMB5YHXu2xPTMkLWs8A/oyhqGZni0GnPaIng4DUHoR/KItcZ6mzVzWKwa/7jamYke3PYkKtUTHehzOd2sx2EBanh2vI7E1MnEFMPsuaQbnzFvkTXFY7kfV9Ks3Gksyrv7eh27IM6',s:[0x3987070f01,0x3cf360ed86],}})();
  3. How To Find And Fix Any Mistakes When Recording Transactions For A Lawfirm How To Address Bookkeeping Issues That Are Unique To A Law Firm Or Partnership How To Make Sure That Your Law Firm’s Financial Records Are In Compliance With Your State Bar’s Association’s Requirements For Attorney-Client Rrecord Keeping Requirements Middle school level knowledge of basic computer usage No Prior Knowledge Of: QuickBooks. Acounting Or Computers Is Nessisary Description This revolutionary new course will give self-employed attorneys and law firms everything they need to easily keep financial records of a law firm in a way that the bar association requires. We know that law firms and self-employed attorneys have unique challenges that relate to the bookkeeping and record keeping standards set forth by the bar association and other regulating authorities. I am giving you my personal guarantee that the procedures you will learn in this course will enable you to keep records that will show you the results of your operations and be in compliance with the regulation for attorneys. This course starts with the very basics of the set up so you can hire a bookkeeper who knows nothing about QuickBooks and have her/him simply watch and follow these videos and they can be your law firm’s bookkeeper!! I have helped dozens of attorneys with these special and easy to follow bookkeeping methods. They are simple to understand and easy to do. They will definetly work for you!! This QuickBooks Learning Video Series is guaranteed to show every possible type of transaction that a law firm could need to enter in to QuickBooks. It has easy, step by step instructions and follow along files to help make learning easy and fun. These special but simple ways of using QuickBooks Desktop are methods that attorneys should and must use QuickBooks for their law firm. It is made with QuickBooks Desktop for Windows. You will learn: Attorneys Needed Records Create And Find A Law Firm Company File Attorneys - Set The Preferences Setting Up The Icon Bar Attorneys Chart Of Accounts Attorneys Items List Attorney's Clients Data Managing Vendor Data Creating Retainer Receipts Receiving Advanced Payments From Clients Creating Invoices For Client Services Editing And Deleting Attorney Transactions Applying Retainer Payments To Invoices ATTORNEYS - Late Paying Clients This Is The Best Method For Attorneys Adjusting The Receivables Account Attorney Reports Allocating Cost - Per - Client Allocating Clients Costs After-The-Fact Billable Expenses To Clients Giving Refunds To Clients Collecting On Behalf Of Clients Sales Receipt For Immediate Services Writing Off Uncollectable Clients Time Slips For Associate Attorneys Time Sheets For Associate Attorneys Now, there are bonus topics for anything extra that an attorney “may” or “might” need to additionally include. These are topics that any kind of business could need. I added these to be absolutely sure that you will anything you could possibly need when using QuickBooks desktop Windows for your law firm’s financial records: Charging Company Credit Cards For Law Firm Expenses Printing Checks In QuickBooks Online Bank Reconciliation Course in QuickBooks Desktop Bank Feeds And Importing Transactions Owners Investing And Withdraw Cash To And From The Firm Investing And Withdrawing Non-Cash Assets Paying Business Expenses And Assets From Non-Business Funds Track Expenses While Paying From Personal There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun. The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions. If you need QuickBooks online, There is a parallel QuickBooks Online For Attorneys Course Available right her eon Udemy!! It’s the same topics but shown with QuickBooks Online!! There are usually very few questions because the course is so clear. However, I'm right here for you if you have any questions or need support. I know you will learn well and enjoy the course. -Mark Who this course is for: Anyone Who Needs To Keep Financial Records Of A Lawfirm Any Beginner Who Wants To Become An Expert in QuickBooks In A Short Amount Of Time Anyone Who Wants To Enjoy Learning QuickBooks Desktop Show more Show less Course content 7 sections • 60 lectures • 9h 22m total length Expand all sections Introduction and Set Up 27 lectures • 3hr 54min Introduction Preview 03:35 Create A Company File for A Law Firm Preview 08:30 Set The Preferences In A Law Firm's File 06:42 Preparing The Law Firm Icon Bar 12:27 Attorneys Chart OF Accounts 10:50 Attorneys Items List 07:02 Managing Client Data 08:08 Managing Vendor Data 04:02 Creating Retainer Receipts 05:48 Receiving Advanced Retainer Payments From Clients 09:04 Applying Payments To Invoices 09:09 Editing Or Deleting A Transaction 07:36 Creating Invoices For Client Services 07:22 Late Paying Clients 08:34 Best Method For Using QuickBooks For Attoerneys 03:46 Separating Early And Late Paying Clients 13:24 QuickBooks Reports For A Law Firm 10:36 Allocating Cost Per Client 07:38 Cost Per Client After The Fact 09:02 Billing Clients For Expenses 09:06 Giving Refunds To Clients 03:37 Collecting On Behalf Of Clients 15:48 Sales Receipts For Immediate Client Payments 11:33 Writing Off Uncollectable Clients 08:16 Using Time Slips for Associate Attorneys 17:19 Weekly Time Sheets for Associate Attorneys 14:00 About The bonus Sections........... 01:28 Contractor Features That Attorneys May Need 6 lectures • 1hr 7min Changing Billable Defaults 12:51 Changing Billable Defaults 12:51 Mark Ups For Billable Expenses 12:31 using time slips 14:51 using time sheets 09:45 salary by job 04:38 Owners Investing And Withdrawiing Transactions To And From The Business 6 lectures • 50min Cash To And From Business To Owner And Owner To Business 11:56 Paying Non-Business Expenses With Personal Funds 06:04 Paying Business Expenses From Personal Funds 06:20 Tracking Investments By Job When paying From Personal Funds 08:53 Withdrawing Non-Cash Assets 02:18 Investing Non-Cash Assets In To The Business 14:35 Bank Feeds 7 lectures • 48min Introduction To The bank Feeds Course 01:24 Bank Feeds Overview And Summary 05:10 Setting Up Bank Feeds 06:04 Adding Transactions In The Bank Feeds Review List 06:04 Matching Transactions 07:23 Making Rules 11:23 Applying Customer Payments To Invocies In The Bank Feeds Center 10:22 Bank Reconciliation 8 lectures • 1hr 30min What Is Bank Reconciliation 07:04 What Is The "Cleared Balance"? 06:46 First Month's Bank Reconciliation 16:58 Second Consecutive Month's Bank Reconciliation 13:57 Bank Reconciliation Third Month And Using The Discrepancy Report 08:59 Bank Reconciliation Third Month With Mistakes 08:59 Special Issues With First Month's Bank Reconciliation 10:36 Bank Reconciliation Practical First Month Problem Issue Practical Example 16:30 Banking Related Tools 6 lectures • 1hr 13min Finding Anything Fast 13:44 Charging Client's Credit Cards 16:38 Managing Clinet's Bounced Checks 11:17 Printing Checks From QuickBooks Desktop 11:01 Paying law Firm Expenses By Company Credit Card 08:38 Bounced Check Tool 11:16 Evaluate Your Progress 0 lectures • 0min Attorneys Final Test 12 questions Instructor Mark Smolen Professor of Computerized Accounting 4.4 Instructor Rating 5,968 Reviews 31,027 Students 35 Courses I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for over a decade. I have made these videos by determining what my clients needed. I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? '' : 'checked'; var radios = document.querySelectorAll('[name="' + input.dataset.name + '"]'); for (var i = 0; i (function(){window['__CF$cv$params']={r:'677bbfcb1eda2ce3',m:'31ac8dccc09d4527388878fc73168d9634782cef-1627786126-1800-Ac+MCH44kAtxwJJ4uc+vhheKjtkageqL0ck0SMB5YHXu2xPTMkLWs8A/oyhqGZni0GnPaIng4DUHoR/KItcZ6mzVzWKwa/7jamYke3PYkKtUTHehzOd2sx2EBanh2vI7E1MnEFMPsuaQbnzFvkTXFY7kfV9Ks3Gksyrv7eh27IM6',s:[0x3987070f01,0x3cf360ed86],}})();
  4. How To Address Bookkeeping Issues That Are Unique To A Law Firm Or Partnership How To Make Sure That Your Law Firm’s Financial Records Are In Compliance With Your State Bar’s Association’s Requirements For Attorney-Client Rrecord Keeping Requirements Middle school level knowledge of basic computer usage No Prior Knowledge Of: QuickBooks. Acounting Or Computers Is Nessisary Description This revolutionary new course will give self-employed attorneys and law firms everything they need to easily keep financial records of a law firm in a way that the bar association requires. We know that law firms and self-employed attorneys have unique challenges that relate to the bookkeeping and record keeping standards set forth by the bar association and other regulating authorities. I am giving you my personal guarantee that the procedures you will learn in this course will enable you to keep records that will show you the results of your operations and be in compliance with the regulation for attorneys. This course starts with the very basics of the set up so you can hire a bookkeeper who knows nothing about QuickBooks and have her/him simply watch and follow these videos and they can be your law firm’s bookkeeper!! I have helped dozens of attorneys with these special and easy to follow bookkeeping methods. They are simple to understand and easy to do. They will definetly work for you!! This QuickBooks Learning Video Series is guaranteed to show every possible type of transaction that a law firm could need to enter in to QuickBooks. It has easy, step by step instructions and follow along files to help make learning easy and fun. These special but simple ways of using QuickBooks Desktop are methods that attorneys should and must use QuickBooks for their law firm. It is made with QuickBooks Desktop for Windows. You will learn: Attorneys Needed Records Create And Find A Law Firm Company File Attorneys - Set The Preferences Setting Up The Icon Bar Attorneys Chart Of Accounts Attorneys Items List Attorney's Clients Data Managing Vendor Data Creating Retainer Receipts Receiving Advanced Payments From Clients Creating Invoices For Client Services Editing And Deleting Attorney Transactions Applying Retainer Payments To Invoices ATTORNEYS - Late Paying Clients This Is The Best Method For Attorneys Adjusting The Receivables Account Attorney Reports Allocating Cost - Per - Client Allocating Clients Costs After-The-Fact Billable Expenses To Clients Giving Refunds To Clients Collecting On Behalf Of Clients Sales Receipt For Immediate Services Writing Off Uncollectable Clients Time Slips For Associate Attorneys Time Sheets For Associate Attorneys Now, there are bonus topics for anything extra that an attorney “may” or “might” need to additionally include. These are topics that any kind of business could need. I added these to be absolutely sure that you will anything you could possibly need when using QuickBooks desktop Windows for your law firm’s financial records: Charging Company Credit Cards For Law Firm Expenses Printing Checks In QuickBooks Online Bank Reconciliation Course in QuickBooks Desktop Bank Feeds And Importing Transactions Owners Investing And Withdraw Cash To And From The Firm Investing And Withdrawing Non-Cash Assets Paying Business Expenses And Assets From Non-Business Funds Track Expenses While Paying From Personal There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun. The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions. If you need QuickBooks online, There is a parallel QuickBooks Online For Attorneys Course Available right her eon Udemy!! It’s the same topics but shown with QuickBooks Online!! There are usually very few questions because the course is so clear. However, I'm right here for you if you have any questions or need support. I know you will learn well and enjoy the course. -Mark Who this course is for: Anyone Who Needs To Keep Financial Records Of A Lawfirm Any Beginner Who Wants To Become An Expert in QuickBooks In A Short Amount Of Time Anyone Who Wants To Enjoy Learning QuickBooks Desktop Show more Show less Course content 7 sections • 60 lectures • 9h 22m total length Expand all sections Introduction and Set Up 27 lectures • 3hr 54min Introduction Preview 03:35 Create A Company File for A Law Firm Preview 08:30 Set The Preferences In A Law Firm's File 06:42 Preparing The Law Firm Icon Bar 12:27 Attorneys Chart OF Accounts 10:50 Attorneys Items List 07:02 Managing Client Data 08:08 Managing Vendor Data 04:02 Creating Retainer Receipts 05:48 Receiving Advanced Retainer Payments From Clients 09:04 Applying Payments To Invoices 09:09 Editing Or Deleting A Transaction 07:36 Creating Invoices For Client Services 07:22 Late Paying Clients 08:34 Best Method For Using QuickBooks For Attoerneys 03:46 Separating Early And Late Paying Clients 13:24 QuickBooks Reports For A Law Firm 10:36 Allocating Cost Per Client 07:38 Cost Per Client After The Fact 09:02 Billing Clients For Expenses 09:06 Giving Refunds To Clients 03:37 Collecting On Behalf Of Clients 15:48 Sales Receipts For Immediate Client Payments 11:33 Writing Off Uncollectable Clients 08:16 Using Time Slips for Associate Attorneys 17:19 Weekly Time Sheets for Associate Attorneys 14:00 About The bonus Sections........... 01:28 Contractor Features That Attorneys May Need 6 lectures • 1hr 7min Changing Billable Defaults 12:51 Changing Billable Defaults 12:51 Mark Ups For Billable Expenses 12:31 using time slips 14:51 using time sheets 09:45 salary by job 04:38 Owners Investing And Withdrawiing Transactions To And From The Business 6 lectures • 50min Cash To And From Business To Owner And Owner To Business 11:56 Paying Non-Business Expenses With Personal Funds 06:04 Paying Business Expenses From Personal Funds 06:20 Tracking Investments By Job When paying From Personal Funds 08:53 Withdrawing Non-Cash Assets 02:18 Investing Non-Cash Assets In To The Business 14:35 Bank Feeds 7 lectures • 48min Introduction To The bank Feeds Course 01:24 Bank Feeds Overview And Summary 05:10 Setting Up Bank Feeds 06:04 Adding Transactions In The Bank Feeds Review List 06:04 Matching Transactions 07:23 Making Rules 11:23 Applying Customer Payments To Invocies In The Bank Feeds Center 10:22 Bank Reconciliation 8 lectures • 1hr 30min What Is Bank Reconciliation 07:04 What Is The "Cleared Balance"? 06:46 First Month's Bank Reconciliation 16:58 Second Consecutive Month's Bank Reconciliation 13:57 Bank Reconciliation Third Month And Using The Discrepancy Report 08:59 Bank Reconciliation Third Month With Mistakes 08:59 Special Issues With First Month's Bank Reconciliation 10:36 Bank Reconciliation Practical First Month Problem Issue Practical Example 16:30 Banking Related Tools 6 lectures • 1hr 13min Finding Anything Fast 13:44 Charging Client's Credit Cards 16:38 Managing Clinet's Bounced Checks 11:17 Printing Checks From QuickBooks Desktop 11:01 Paying law Firm Expenses By Company Credit Card 08:38 Bounced Check Tool 11:16 Evaluate Your Progress 0 lectures • 0min Attorneys Final Test 12 questions Instructor Mark Smolen Professor of Computerized Accounting 4.4 Instructor Rating 5,968 Reviews 31,027 Students 35 Courses I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for over a decade. I have made these videos by determining what my clients needed. I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? 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  5. How To Make Sure That Your Law Firm’s Financial Records Are In Compliance With Your State Bar’s Association’s Requirements For Attorney-Client Rrecord Keeping Requirements Middle school level knowledge of basic computer usage No Prior Knowledge Of: QuickBooks. Acounting Or Computers Is Nessisary Description This revolutionary new course will give self-employed attorneys and law firms everything they need to easily keep financial records of a law firm in a way that the bar association requires. We know that law firms and self-employed attorneys have unique challenges that relate to the bookkeeping and record keeping standards set forth by the bar association and other regulating authorities. I am giving you my personal guarantee that the procedures you will learn in this course will enable you to keep records that will show you the results of your operations and be in compliance with the regulation for attorneys. This course starts with the very basics of the set up so you can hire a bookkeeper who knows nothing about QuickBooks and have her/him simply watch and follow these videos and they can be your law firm’s bookkeeper!! I have helped dozens of attorneys with these special and easy to follow bookkeeping methods. They are simple to understand and easy to do. They will definetly work for you!! This QuickBooks Learning Video Series is guaranteed to show every possible type of transaction that a law firm could need to enter in to QuickBooks. It has easy, step by step instructions and follow along files to help make learning easy and fun. These special but simple ways of using QuickBooks Desktop are methods that attorneys should and must use QuickBooks for their law firm. It is made with QuickBooks Desktop for Windows. You will learn: Attorneys Needed Records Create And Find A Law Firm Company File Attorneys - Set The Preferences Setting Up The Icon Bar Attorneys Chart Of Accounts Attorneys Items List Attorney's Clients Data Managing Vendor Data Creating Retainer Receipts Receiving Advanced Payments From Clients Creating Invoices For Client Services Editing And Deleting Attorney Transactions Applying Retainer Payments To Invoices ATTORNEYS - Late Paying Clients This Is The Best Method For Attorneys Adjusting The Receivables Account Attorney Reports Allocating Cost - Per - Client Allocating Clients Costs After-The-Fact Billable Expenses To Clients Giving Refunds To Clients Collecting On Behalf Of Clients Sales Receipt For Immediate Services Writing Off Uncollectable Clients Time Slips For Associate Attorneys Time Sheets For Associate Attorneys Now, there are bonus topics for anything extra that an attorney “may” or “might” need to additionally include. These are topics that any kind of business could need. I added these to be absolutely sure that you will anything you could possibly need when using QuickBooks desktop Windows for your law firm’s financial records: Charging Company Credit Cards For Law Firm Expenses Printing Checks In QuickBooks Online Bank Reconciliation Course in QuickBooks Desktop Bank Feeds And Importing Transactions Owners Investing And Withdraw Cash To And From The Firm Investing And Withdrawing Non-Cash Assets Paying Business Expenses And Assets From Non-Business Funds Track Expenses While Paying From Personal There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun. The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions. If you need QuickBooks online, There is a parallel QuickBooks Online For Attorneys Course Available right her eon Udemy!! It’s the same topics but shown with QuickBooks Online!! There are usually very few questions because the course is so clear. However, I'm right here for you if you have any questions or need support. I know you will learn well and enjoy the course. -Mark Who this course is for: Anyone Who Needs To Keep Financial Records Of A Lawfirm Any Beginner Who Wants To Become An Expert in QuickBooks In A Short Amount Of Time Anyone Who Wants To Enjoy Learning QuickBooks Desktop Show more Show less Course content 7 sections • 60 lectures • 9h 22m total length Expand all sections Introduction and Set Up 27 lectures • 3hr 54min Introduction Preview 03:35 Create A Company File for A Law Firm Preview 08:30 Set The Preferences In A Law Firm's File 06:42 Preparing The Law Firm Icon Bar 12:27 Attorneys Chart OF Accounts 10:50 Attorneys Items List 07:02 Managing Client Data 08:08 Managing Vendor Data 04:02 Creating Retainer Receipts 05:48 Receiving Advanced Retainer Payments From Clients 09:04 Applying Payments To Invoices 09:09 Editing Or Deleting A Transaction 07:36 Creating Invoices For Client Services 07:22 Late Paying Clients 08:34 Best Method For Using QuickBooks For Attoerneys 03:46 Separating Early And Late Paying Clients 13:24 QuickBooks Reports For A Law Firm 10:36 Allocating Cost Per Client 07:38 Cost Per Client After The Fact 09:02 Billing Clients For Expenses 09:06 Giving Refunds To Clients 03:37 Collecting On Behalf Of Clients 15:48 Sales Receipts For Immediate Client Payments 11:33 Writing Off Uncollectable Clients 08:16 Using Time Slips for Associate Attorneys 17:19 Weekly Time Sheets for Associate Attorneys 14:00 About The bonus Sections........... 01:28 Contractor Features That Attorneys May Need 6 lectures • 1hr 7min Changing Billable Defaults 12:51 Changing Billable Defaults 12:51 Mark Ups For Billable Expenses 12:31 using time slips 14:51 using time sheets 09:45 salary by job 04:38 Owners Investing And Withdrawiing Transactions To And From The Business 6 lectures • 50min Cash To And From Business To Owner And Owner To Business 11:56 Paying Non-Business Expenses With Personal Funds 06:04 Paying Business Expenses From Personal Funds 06:20 Tracking Investments By Job When paying From Personal Funds 08:53 Withdrawing Non-Cash Assets 02:18 Investing Non-Cash Assets In To The Business 14:35 Bank Feeds 7 lectures • 48min Introduction To The bank Feeds Course 01:24 Bank Feeds Overview And Summary 05:10 Setting Up Bank Feeds 06:04 Adding Transactions In The Bank Feeds Review List 06:04 Matching Transactions 07:23 Making Rules 11:23 Applying Customer Payments To Invocies In The Bank Feeds Center 10:22 Bank Reconciliation 8 lectures • 1hr 30min What Is Bank Reconciliation 07:04 What Is The "Cleared Balance"? 06:46 First Month's Bank Reconciliation 16:58 Second Consecutive Month's Bank Reconciliation 13:57 Bank Reconciliation Third Month And Using The Discrepancy Report 08:59 Bank Reconciliation Third Month With Mistakes 08:59 Special Issues With First Month's Bank Reconciliation 10:36 Bank Reconciliation Practical First Month Problem Issue Practical Example 16:30 Banking Related Tools 6 lectures • 1hr 13min Finding Anything Fast 13:44 Charging Client's Credit Cards 16:38 Managing Clinet's Bounced Checks 11:17 Printing Checks From QuickBooks Desktop 11:01 Paying law Firm Expenses By Company Credit Card 08:38 Bounced Check Tool 11:16 Evaluate Your Progress 0 lectures • 0min Attorneys Final Test 12 questions Instructor Mark Smolen Professor of Computerized Accounting 4.4 Instructor Rating 5,968 Reviews 31,027 Students 35 Courses I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser for over a decade. I have made these videos by determining what my clients needed. I wanted to help anyone using QuickBooks be prepared for the real-life, hands-on challenges that come with mastering the bookkeeping function of any company. I will prepare you for real life QuickBooks situations that can be challenging or frustrating if nobody shows the tips and tricks that will make using QuickBooks a fun task I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks. I'm always available to my students when they need me. Show more Show less Udemy Business Teach on Udemy Get the app About us Contact us Careers Blog Help and Support Affiliate Impressum Kontakt Terms Privacy policy Cookie settings Sitemap © 2021 Udemy, Inc. window.handleCSSToggleButtonClick = function (event) { var target = event.currentTarget; var cssToggleId = target && target.dataset && target.dataset.cssToggleId; var input = cssToggleId && document.getElementById(cssToggleId); if (input) { if (input.dataset.type === 'checkbox') { input.dataset.checked = input.dataset.checked ? '' : 'checked'; } else { input.dataset.checked = input.dataset.allowToggle && input.dataset.checked ? 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