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At Legal Bookkeeping, we set up QuickBooks so law firms can manage their books, trust accounts, and compliance with confidence. Our service is designed for attorneys and legal professionals who want their accounting software configured right from the start. We understand the rules around IOLTA trust accounts, three-way reconciliations, and client fund management. That means we make sure every setting, chart of accounts, and workflow is correct for legal bookkeeping.
QuickBooks is powerful, but a standard setup will not meet the needs of a law practice. Law firms have unique requirements that go beyond simple income and expense tracking.
Trust accounts must be accurate down to the penny. Every client ledger must match the trust ledger and the bank statement.
Billing must be recorded so that earned and unearned fees are tracked correctly.
A proper QuickBooks setup ensures:
We follow a clear, step-by-step process to configure QuickBooks for legal use.
Once the cleanup is done, we put processes in place to keep your books accurate every month.
If your QuickBooks file is messy or behind, we can clean it up before the setup process. Many law firms come to us with trust account records that do not match their bank statements. We fix these problems so your books are accurate from the start.
Our cleanup service includes:
Law firms choose Legal Bookkeeping for QuickBooks setup because we focus solely on the unique financial needs of legal practices. Our team understands the strict compliance rules for IOLTA trust accounting and ensures every setup meets state bar requirements. We have hands-on experience with legal-specific tools, including QuickBooks, Xero, LEAP, Smokeball, and PracticePanther, allowing us to integrate accounting and case management seamlessly. Many firms also come to us for our proven ability to clean up backlogs, correct reconciliation issues, and restore compliance without disrupting daily operations. Beyond setup, we provide ongoing support through monthly reconciliations and maintenance, helping law firms protect their records, reduce risk, and maintain peace of mind.
