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LouiseatTML
Level 1

QB Online for Attorneys

Are there any small Attorney Firms using Quickbooks Online - to manage their Trust Accounts?

2 Comments 2
Catherine_B
QuickBooks Team

QB Online for Attorneys

Welcome to the Community, LouiseatTML.

 

We're unable to provide the system that works for your business preference. You can try QuickBooks Online to get an overview of how it works. Also, you can look into the features we have that best suit your business. In addition, you can utilize QuickBooks to meet your specific needs or consider using the add-on and integrate it into your QuickBooks Online account. 

 

You also have the option to add an account where you can keep track of your Trust Accounts. If you still want to play around with QuickBooks, you can use the Free 30-day trial. Then, set up the account and use these steps on how to add an account: 

 

  1. Go to the Accounting menu and select Chart of Accounts.
  2. At the upper-right, click New.
  3. Select the correct account and click Save and Close.

Feel free to use these links for more details: 

 

Keep me posted if there are any questions or clarifications you need help with. I'm just a reply away. Take care and have a good one!

Fiat Lux - ASIA
Level 15

QB Online for Attorneys

@LouiseatTML 

You may use QBO to manage your daily operations and integrate it with an additional app to manage the trust accounts. 

https://quickbooks.grsm.io/South-Africa