video1.0<iframe src="https://www.loom.com/embed/d87d55f721624114a761fe8fcf503de9" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/d87d55f721624114a761fe8fcf503de9-00001.gif231.711In this video, I will guide you through the process of preparing QuickBooks for integration with LeanLaw. We will start by opening your QuickBooks file and navigating to the Accounting and Chart of Accounts section to ensure the proper accounts are set up and mapped correctly. We will then focus on the bank section, making sure you have an operating account and a trust account if you handle retainers. Next, we will address advanced client costs, which are expenses you prepay and bill back to clients. Finally, we will discuss the income account and how to set it up for legal services. By the end of this video, you will have all the necessary accounts in place for a seamless integration with LeanLaw.