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What is legal practice management in a law firm? How do I automate my law firm? How do I get more legal clients? How do I bill time in a law firm? How do lawyers, legal assistants, and paralegals keep track of their time? How do I start my own law firm? How do lawyers send documents securely over the internet or via email? How do law firms organize files? How do I make my firm digital especially during the pandemic? How do I serve my legal clients? What software do law firms use? Do small law firms really need attorney software? What kind of technology is needed for lawyers? What is legal software? What is cloud-based software? How does cloud-based software work? What is case and matter management software? What is legal time and billing software? What are the benefits of law practice management software? What are the features of law practice management software? What should I look for when choosing a law practice management software? What document management software products are suited for a small legal practice? What is LEAP? How much does LEAP cost? What is included with LEAP? Is LEAP compatible with PC, Mac, iPhone, or Android? How secure is LEAP? How can I switch from another software? What type of products does LEAP transition from? My firm has 20-50 users, how will my firm be treated? What are and how do the software integrations work? How can I learn to use LEAP legal software? Which automated legal forms are available with LEAP? Can I automate my own forms and templates in LEAP? Does LEAP offer a free trial? Does LEAP offer remote installation? What states does LEAP service? (What states is LEAP available in?) What type of support does LEAP offer and what does it cost? Is the cloud safe for law firms? Why should I be interested in legal software? Why change what's working for us? Learning a new system is too hard. I don't need everything that LEAP does. I don't like QuickBooks or want a separate General Ledger. LEAP is too expensive. The cost isn't in our budget. I don't want a 36-month contract. What if I leave LEAP? I don't want my data held hostage. Why does LEAP integrate with QuickBooks Online? My firm operates on an accrual (or cash) basis. Will QuickBooks Online work for me? I heard that QuickBooks Online does not have the same reports as QuickBooks. Is this true? What transfers into QuickBooks Online from LEAP? What is the General Ledger Link? What if there are transactions I do not want to export to QuickBooks Online?

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QuickBooks Online Questions

Why does LEAP integrate with QuickBooks Online?

QuickBooks Online (QBO) is one of the most widely used small business general ledger software in the world. As of 2017, QBO boasted over 2 million customers. Most accountants are familiar with QBO and if they have an account, they can be invited to access the law firm’s accounting information without having to learn a new software system or receiving reports from the firm directly. QBO syncs with your bank and LEAP, creating a seamless integration that results in less data entry errors and increased efficiency.

Learn more about QuickBooks Online with LEAP

My firm operates on an accrual (or cash) basis. Will QuickBooks Online work for me?

Both LEAP and QuickBooks Online support accrual or cash-based accounting.

I heard that QuickBooks Online does not have the same reports as QuickBooks. Is this true?

QuickBooks Online (QBO) does not have the complete range of reports you are used to in QuickBooks. The good news is that any of the reports you feel are “missing” from QBO can be run in LEAP, including Accounts Receivable, Contributions & Recovery, Payment Allocation, etc. QBO does have the high-level reports used by your accountant, including the Profit & Loss report and Balance Sheet.

What transfers into QuickBooks Online from LEAP?

Operating Account transactions relating to your clients and matters will sync with QuickBooks Online (QBO). This includes retainers held in the Operating Account, receipts, and checks written out of the Operating Account. Trust transactions are not exported. Payments received from clients are automatically split into professional fee income or expense reimbursement categories for you. The check number of expenses written out of LEAP will transfer, as well as the name of the vendor, if the vendor is listed in both LEAP and QBO. If you write off an expense for which you wrote a check out of LEAP, the write-off will transfer. If the firm is on an Accrual basis, the Accounts Receivable information will transfer to QBO, including any adjustments or write-offs.

What is the General Ledger Link?

The General Ledger Link is the link between your LEAP transactions and QuickBooks Online (QBO). The link can be set to auto-synchronize with QBO so that you stay up to date with your exports. You can search the list by transaction or journal number to locate any journals you need to re-export, place on hold, or otherwise edit or control.

What if there are transactions I do not want to export to QuickBooks Online?

The General Ledger Link allows for full control over what does and does not go into QuickBooks Online (QBO). If you do not have auto-synchronization turned on, you can select the journal entries you do not want in QBO and change the status to Hold. These will still be available if you need them in the future.

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