QuickBooks makes it easy to track all the money coming in and going out of the firm. Record payments from clients, tag expenses to specific cases or clients, and more.
Set hourly billing rates for each legal service. Create custom rates for partners, associates, paralegals, assistants, and more. When you add billable hours to invoices, we’ll do the math for you.
QuickBooks tracks every dollar for each client or case. Instant reports let you know exactly where you stand. You can schedule reports to send to you, your clients, or colleagues.
Easily track hours by client, case, or activity. Attorneys, paralegals, and support staff can record time on their mobile phones.
Schedule invoices to be created and emailed on specific dates. Create recurring invoices. Customize invoice templates to represent your law firm.
Clients can instantly pay their invoices online with cards and bank transfers. Process a card or record a cash payment in person. Email receipts to clients.
Keep a close eye on your sales and income with QuickBooks. Organize discounts, promotions, and offers. Review profit and loss reports, sales results, and more.
Keep everything in sync. QuickBooks automatically adds purchased merchandise to your inventory and when it sells, it’s automatically deducted.
Create and send custom invoices to the winning bidders. Invoices have a Pay now button so your customers can pay online in an instant.
Generate financial statements like cash flow, profit and loss, balance sheets, and more. Send reports instantly to the bank, partners, or equity members.
Access financial reports from your phone so you always know where you stand. You can even schedule reports to send to you, your clients, or colleagues.
QuickBooks tracks money held in both trust retainers and general retainers. In your Chart of Accounts, you can manage retainers based on your state’s specific rules.
Sync your bank account with QuickBooks for automatic reconciliation. We’ll match your recorded transactions with your bank’s data to save you time.