Udemy

QuickBooks Online For Attorneys

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  • 307 Students
  • Updated 10/2025
4.7
(62 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
9 Hour(s) 31 Minute(s)
Language
English
Taught by
Mark Smolen
Rating
4.7
(62 Ratings)
2 views

Course Overview

QuickBooks Online For Attorneys

Quickest And Easiest Way To Master All QuickBooks Online Essential Attorney Necessary Features That Lawyers Would Need

Would you like to go quickly from beginner to expert for everything that an attorney could need when using QuickBooks Online? This ground-breaking new course will give self-employed attorneys and lawyers in a law firms everything they need in QuickBooks Online to easily keep financial records of a law firm in a way that the bar association and state regulatory authorities requires.

Law firms, self-employed attorneys and their bookkeepers have unique challenges that relate to the bookkeeping and record keeping requirements set forth by their bar association of their state and other regulatory authorities.

I am assuring you that the procedures you will learn in this course will give you the ability to keep the law firm’s books in such a way that will show you the results of your law firm’s operations clearly and easily as well as be in compliance with all  the bookkeeping regulations for attorneys.

This course starts with the most basics of the set up and builds slowly until you are an expert in QuickBooks Online regarding everything an attorney could need when keeping financial records.

I have helped scores of attorneys with these helpful and easy to follow bookkeeping techniques. They are easy to understand and simple to execute. They will definitely work for you!! This QuickBooks Online course is guaranteed to show every possible type of transaction and situation that a law firm could need to enter into QuickBooks Online. It has basic, step by step directions that are fool proof!!

These special but smooth ways of using QuickBooks Online are methods that attorneys should and must use QuickBooks Online for their law firm. You must sign up with the “PLUS” version of QuickBooks Online. I will TRY to help you get the software for free during the course IF POSSIBLE.

The topics you will learn are:

Attorneys Needed Records

Creating A QuickBooks Online New Plus Version Account

Attorneys - Set The Settings In The “Account And Settings” window.

Attorneys Chart Of Accounts

Attorneys List Of Services

Attorney's Clients Data

Managing Vendor Data

Receiving Advanced Payments From Clients

Creating Invoices For Client Services

Editing And Deleting Attorney Transactions

Applying Retainer Payments To Invoices

Managing Late Paying Clients

Adjusting The Receivables Account For Reporting

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

Billing For Associate's Time

Adding Service Items To Time Sheets

Multiple Income Accounts For Billable Expenses

Decreasing Billable Expenses

Billable Expense Items

Expense Items From The American Bar Association


This special QuickBooks Online Course for lawyers is so amazing, that it even includes universal QuickBooks Online Features and Common Tools that any type of company may need when using QuickBooks Online. This way, the course is guaranteed to give you everything in QuickBooks online that you could possible need!!

The special extra QuickBooks Online topics are actually all separate mini-courses here on Udemy; it's like getting several courses all in 1!!

I'm right here for you if you have any questions or need support. I answer student’s questions very quickly because I need to know my students are having a smooth and enjoyable learning experience.

I know you will learn well and enjoy the course.

-Mark

Course Content

  • 8 section(s)
  • 57 lecture(s)
  • Section 1 Introduction
  • Section 2 Advanced Client Expense And Billing Section
  • Section 3 - Attorney / Contractor Features For QuickBooks Online
  • Section 4 - Banking Realted QuickBooks Online Features
  • Section 5 Bank Feeds And Importing Transactions
  • Section 6 Bank Reconciliation
  • Section 7 Final Evaluation Section
  • Section 8 Bonus

What You’ll Learn

  • How To Keep The Books And Records Of A Law Firm In QuickBooks Online
  • 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


Reviews

  • L
    Liliana Luna
    5.0

    Great Step by Step Instructions

  • S
    Saravanan Gnanasekaran
    5.0

    Its really helpful for my career

  • Q
    Qian Chen
    5.0

    As good as his other video course here. Recommend this and others strongly.

  • J
    James DeCristofaro
    5.0

    Fantastic clear instruction and very relevant for my business!

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