Accounting help

Choose the task you need to complete. If this is your first time using Accounting, follow Your first accounting walkthrough from entry through the handoff to Accounting.

Start with your responsibility

A matter means a case. Instructions beginning with “the matter’s Accounting” start inside that case. Instructions beginning with “Finances → Accounting” start from the main navigation and can show multiple cases. Always check the client and office before saving.

Expenses and invoices

• Log an expense
• Create and review a vendor invoice
• Understand invoice and payment statuses
• Review and approve financial work
• Log or approve multiple records
• Record payment and recover a case cost

Resolutions and payments

• Create a resolution and hand it to accounting
• Log an incoming check and allocate it
• Update a disbursement’s payment status
• Review daily receipts and outstanding fees
• Report on individual resolution payments

Find a record or check its QuickBooks link

Use record IDs and sync results to distinguish an expense, an incoming check, its printed number, and its QuickBooks transaction. A saved local record or Paid label alone does not prove that a QuickBooks export succeeded.

Set up your firm

• Give accounting staff access and manage bank accounts
• Add standard approval automations
• Connect QuickBooks, map accounts, and verify payment links

Learn with an example

Work through the practice tutorials in a demo matter. Each tutorial gives you sample values, actions to take, and a result to check. For explanations of the records, see the accounting glossary. If something goes wrong, use accounting troubleshooting. Missing controls can also reflect your role or workspace’s available features; give your administrator the office, case, and task you are trying to complete.