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Overview
Ingenious Ways to Use QuickBooks to Meet the Needs of Your Firm
Save time every week and gain a competitive advantage with this practical guide! Join our distinguished faculty as they reveal creative ways to use QuickBooks in your legal practice. Identify key steps to take when getting started with QuickBooks, determine the dos and don'ts of invoicing clients, and discoverbest practices for regular maintenance. Register today!
- Enhance your billing practices with expert tips and tricks.
- Uncover practical guidance for using QuickBooks for time tracking.
- Find out how to create QuickBooks legal accounting reports.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- QuickBooks Overview
- Setting Up QuickBooks: Initial Setup and Chart of Accounts
- Client and Expense Management (Including Time Tracking)
- Reporting and Analytics
- Best Practices
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 01-24-2027 |
| Alabama CLE |
|
1 Total | 12-31-2025 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 01-24-2027 |
| California CLE |
|
1 Total | 01-24-2027 |
| Colorado CLE |
|
1 Total | 12-31-2027 |
| Connecticut CLE |
|
1 Total | 01-24-2027 |
| Delaware CLE |
|
1 Total | 01-24-2027 |
| Florida CLE |
|
1 Total | 07-31-2026 |
| Georgia CLE |
|
1 Total | 12-31-2025 |
| Idaho CLE |
|
1 Total | 01-24-2029 |
| Kansas CLE |
|
1 Total | |
| Louisiana CLE |
|
1 Total | 01-24-2026 |
| Maine CLE |
|
1 Total | 01-23-2027 |
| Minnesota CLE |
|
1 Total | 01-24-2027 |
| Missouri CLE |
|
1.2 Total | 01-24-2027 |
| Northern Mariana Islands CLE |
|
1 Total | 01-24-2027 |
| Montana CLE |
|
1 Total | 01-24-2028 |
| North Dakota CLE |
|
1 Total | 01-24-2028 |
| Nebraska CLE |
|
1 Total | 01-24-2027 |
| Nevada CLE |
|
1 Total | 01-24-2028 |
| New York CLE |
|
1 Total | 01-24-2028 |
| Ohio CLE |
|
1 Total | 12-31-2025 |
| Oklahoma CLE |
|
1 Total | 01-24-2027 |
| Oregon CLE |
|
1 Total | 01-24-2028 |
| Pennsylvania CLE |
|
1 Total | 01-24-2027 |
| South Carolina CLE |
|
1 Total | 12-31-2025 |
| Tennessee CLE |
|
1 Total | 01-23-2027 |
| Utah CLE |
|
1 Total | 12-31-2025 |
| Vermont CLE |
|
1 Total | 01-24-2027 |
| Washington CLE |
|
1 Total | 01-23-2030 |
| Wisconsin CLE |
|
1 Total | 12-31-2026 |
| West Virginia CLE |
|
1.2 Total | 01-24-2027 |
Select Jurisdiction
CLE
Agenda
-
QuickBooks Tips and Tricks for Solo and Small Law Firms
- QuickBooks Overview
- Setting Up QuickBooks: Initial Setup and Chart of Accounts
- Client and Expense Management (Including Time Tracking)
- Reporting and Analytics
- Best Practices
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Lynda Artesani
is the founder of Artesani Accounting and co-founder of The Proper Trust, LLC, two firms specializing in working with the legal industry. Ms. Artesani is a professional speaker and an acclaimed accountant who was awarded the Top QuickBooks Online ProAdvisor of the Year award. She has served clients for over 25 years. Ms. Artesani is deeply passionate about The Accountants Law Lab, a mastermind group she runs to educate bookkeepers and accountants in legal accounting. An alumni of the Intuit Accountants Advisory Board, Ms. Artesani holds an Advanced Certified ProAdvisor status and is a Gold LeanLaw Accounting Pro. Her firm is also Clio Certified. As an author, Ms. Artesani has contributed significantly to the field with her new book, "Modernize Your Law Firm," her e-book "QuickBooks Online for Attorneys" and her course "Fast Track Legal Accounting," designed to assist bookkeepers with their first attorney-client. She has also written numerous articles on legal and law firm business topics for Firm of the Future and Law Technology Today.
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