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QuickBooks Online – Client Trust Reporting

April 12, 2016 In Accounting, Billing, QuickBooks, Software Tips

Is QuickBooks Online the right solution for a law firm – maybe.

But, If you have made the decision to use QuickBooks Online for your firm, you may need to know how to track and report on the trust account balances by client. I have written about this for QuickBooks desktop, and it can be done with QuickBooks Online, although there are some limitations.

In my Insightful Accountant article Client Trust Balance Reporting for QuickBooks Online, I provide instructions on how to get the report you need in QBO

Before you make a decision on what to use, contact me. I can help you identify the factors you should consider in choosing billing and accounting software. Careful consideration can help you choose the right solution first.

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