Mastering QuickBooks Pro For Lawyers Made Easy Digital Self-Study Training Course

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Within one business day following purchase, you will receive a message from us through the eBay messaging system that contains your login credentials and instructions to download your course from our site. The course downloads to your PC or Mac and is yours to keep. You will also receive one year online access to the course that you can view from any computer or mobile device with an internet connection. We will then ship a hard copy of your DVD-ROM to your confirmed eBay shipping address.

Product Details:

Product Name: Mastering QuickBooks for Lawyers Made Easy
Manufacturer: TeachUcomp, Inc.
Versions Covered: 2024 Desktop Pro
Course Length: 9 Hours
Video Lessons: 217
Instruction Manuals: 1 (PDF- 363 Pages)
Product Type: DVD-ROM, Download & 1 Year Online Access

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 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. In addition, you’ll receive our complete QuickBooks curriculum. Mastering QuickBooks Desktop Pro Made Easy for Lawyers features 217 video lessons with over 9 hours of introductory through advanced instruction in QuickBooks Pro 2024. 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 our printable classroom instruction manual (Introductory through Advanced), additional images and practice exercises to do in your own copy of the software. 

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 are on your way to mastering QuickBooks. Note: A copy of the software is not included with this purchase. This is a Tutorial only.

Topics Covered:

LEGAL CURRICULUM:

Creating a Legal Company File
1. Making a Legal Company Using Express Start
2. Making a Legal Company Using the EasyStep Interview
3. Reviewing the Default Chart of Accounts
4. Entering Vendors
5. Entering Clients and Cases
6. Enabling Class Tracking for Law Firms
7. Creating Billing Line Items

Setting up a Trust Account
1. What is an IOLTA?
2. Creating Accounts for Trust Management
3. Creating Items for Trust Management

Managing a Trust Account
1. Depositing Client Money into the Client Trust Account
2. Entering Bills to Pay from the Trust Account
3. Recording Bills for Office Expenses
4. Paying Bills from the Client Trust Account
5. Using a Client Trust Credit Card
6. Time Tracking and Invoicing for Legal Professionals
7. Paying the Law Firm’s Invoices Using the Client Funds
8. Refunding Unused Client Trust Account Funds
9. Escheated Trust Funds

Trust Account Reporting
1. Creating a Trust Account Liability Proof Report
2. Creating a Trust Liability Balances by Client Report
3. Creating a Client Ledger Report
4. Creating an Account Journal Report

BONUS COMPLETE QUICKBOOKS CURRICULUM:

The QuickBooks Environment
1. The Home Page and Insights Tabs
2. The Centers
3. The Menu Bar and Keyboard Shortcuts
4. The Open Window List
5. The Icon Bar
6. Customizing the Icon Bar
7. The Chart of Accounts
8. Accounting Methods
9. Financial Reports

Creating a QuickBooks Company File
1. Using Express Start
2. Using the EasyStep Interview
3. Returning to the Easy Step Interview
4. Creating a Local Backup Copy
5. Restoring a Company File from a Local Backup Copy
6. Setting Up Users
7. Single and Multiple User Modes
8. Closing Company Files
9. Opening a Company File

Using Lists
1. Using Lists
2. The Chart of Accounts
3. The Customers & Jobs List
4. The Employees List
5. The Vendors List
6. Using Custom Fields
7. Sorting List
8. Inactivating and Reactivating List Items
9. Printing Lists
10. Renaming & Merging List Items
11. Adding Multiple List Entries from Excel
12. Customer Groups

Setting Up Sales Tax
1. The Sales Tax Process
2. Creating Tax Agencies
3. Creating Individual Sales Tax Items
4. Creating a Sales Tax Group
5. Setting Sales Tax Preferences
6. Indicating Taxable & Non-taxable Customers and Items

Setting Up Inventory Items
1. Setting Up Inventory
2. Creating Inventory Items
3. Creating a Purchase Order
4. Receiving Items with a Bill
5. Entering Item Receipts
6. Matching Bills to Item Receipts
7. Adjusting Inventory

Setting Up Other Items
1. Service Items
2. Non-Inventory Items
3. Other Charges
4. Subtotals
5. Groups
6. Discounts
7. Payments
8. Changing Item Prices

Basic Sales
1. Selecting a Sales Form
2. Creating an Invoice
3. Creating Batch Invoices
4. Creating a Sales Receipt
5. Finding Transaction Forms
6. Previewing Sales Forms
7. Printing Sales Forms

Using Price Levels
1. Using Price Levels

Creating Billing Statements
1. Setting Finance Charge Defaults
2. Entering Statement Charges
3. Applying Finance Charges and Creating Statements

Payment Processing
1. Recording Customer Payments
2. Entering a Partial Payment
3. Applying One Payment to Multiple Invoices
4. Entering Overpayments
5. Entering Down Payments or Prepayments
6. Applying Customer Credits
7. Making Deposits
8. Handling Bounced Checks
9. Automatically Transferring Credits Between Jobs
10. Manually Transferring Credits Between Jobs

Handling Refunds
1. Creating a Credit Memo and Refund Check
2. Refunding Customer Payments

Entering and Paying Bills
1. Setting Billing Preferences
2. Entering Bills
3. Paying Bills
4. Early Bill Payment Discounts
5. Entering a Vendor Credit
6. Applying a Vendor Credit
7. Upload and Review Bills

Using Bank Accounts
1. Using Registers
2. Writing Checks
3. Writing a Check for Inventory Items
4. Printing Checks
5. Transferring Funds
6. Reconciling Accounts
7. Voiding Checks
8. Adding Bank Feeds
9. Reviewing Bank Feed Transactions
10. Bank Feed Rules
11. Disconnecting Bank Feed Accounts

Paying Sales Tax
1. Sales Tax Reports
2. Using the Sales Tax Payable Register
3. Paying Your Tax Agencies

Reporting
1. Graph and Report Preferences
2. Using QuickReports
3. Using QuickZoom
4. Preset Reports
5. Modifying a Report
6. Rearranging and Resizing Report Columns
7. Memorizing a Report
8. Memorized Report Groups
9. Printing Reports
10. Batch Printing Forms
11.Exporting Reports to Excel
12. Saving Forms and Reports as PDF Files
13. Comment on a Report
14. Process Multiple Reports
15. Scheduled Reports

Using Graphs
1. Using Graphs
2. Company Snapshot

Customizing Forms
1. Creating New Form Templates
2. Performing Basic Customization
3. Performing Additional Customization
4. The Layout Designer
5. Changing the Grid and Margins in the Layout Designer
6. Selecting Objects in the Layout Designer
7. Moving and Resizing Objects in the Layout Designer
8. Formatting Objects in the Layout Designer
9. Copying Objects and Formatting in the Layout Designer
10. Adding and Removing Objects in the Layout Designer
11. Aligning and Stacking Objects in the Layout Designer
12. Resizing Columns in the Layout Designer

Estimating
1. Creating a Job
2. Creating an Estimate
3. Duplicating Estimates
4. Invoicing From Estimates
5. Updating Job Statuses
6. Inactivating Estimates
7. Making Purchases for a Job
8. Invoicing for Job Costs
9. Using Job Reports

Time Tracking
1. Tracking Time and Printing a Blank Timesheet
2. Weekly Timesheets
3. Time/Enter Single Activity
4. Invoicing from Time Data
5. Using Time Reports
6. Tracking Vehicle Mileage
7. Charging Customers for Mileage

Payroll
1. The Payroll Process
2. Creating Payroll Items
3. Setting Employee Defaults
4. Setting Up Employee Payroll Information
5. Creating Payroll Schedules
6. Creating Scheduled Paychecks
7. Creating Unscheduled Paychecks
8. Creating Termination Paychecks
9. Voiding Paychecks
10. Tracking Your Tax Liabilities
11. Paying Your Payroll Tax Liabilities
12. Adjusting Payroll Liabilities
13. Entering Liability Refund Checks
14. Process Payroll Forms
15. Tracking Workers Compensation

Using Credit Card Accounts
1. Creating Credit Card Accounts
2. Entering Credit Card Charges
3. Reconciling and Paying Credit Cards

Assets and Liabilities
1. Assets and Liabilities
2. Creating and Using an Other Current Asset Account
3. Removing Value from Other Current Asset Accounts
4. Creating Fixed Asset Accounts
5. Creating Liability Accounts
6. Setting the Original Cost of Fixed Assets
7. Tracking Depreciation
8. The Fixed Asset Item List

Equity Accounts
1. Equity Accounts
2. Recording an Owner’s Draw
3. Recording a Capital Investment

Writing Letters With QuickBooks
1. Using the Letters and Envelopes Wizard
2. Editing Letter Templates

Company Management
1. Viewing Your Company Information
2. Setting Up Budgets
3. Using the To Do List
4. Using Reminders and Setting Preferences
5. Making General Journal Entries
6. Using Payment Reminders
7. Receipt Management

Using QuickBooks Tools
1. Company File Cleanup
2. Exporting and Importing List Data Using IIF Files
3. Advanced Importing of Excel Data
4. Updating QuickBooks
5. Using the Calculator
6. Using the Portable Company Files
7. Using the Calendar
8. The Income Tracker
9. The Bill Tracker
10. The Lead Center
11. Moving QuickBooks Desktop Using the Migrator Tool

Using the Accountant’s Review
1. Creating an Accountant’s Copy
2. Transferring an Accountant’s Copy
3. Importing Accountant’s
4. Removing Restrictions

Using the Help Menu
1. Using Help

Minimum System Requirements:

1 GHz Intel Pentium Processor or equivalent

Windows or MAC

DVD-ROM Drive

1 GB RAM

256 color SVGA capable of 1024x768 resolution

Speakers or headphones

High-Speed Internet Connection