Transitioning from QuickBooks Desktop to Online for Your IOLTA: Tricky But Achievable, so Let’s Talk About How

Release Date: 08/02/2024 Recording Available 7-14 Days After Event Date
Format	Length	CLE Eligible
Video Roundtable	60 min.	No

Join us for a roundtable where we tackle the challenges of setting up and managing an IOLTA account in QuickBooks Online. Our discussion will feature a practical solution, which simplifies the tracking of client funds without the need for multiple accounts. This program will help you manage your client trust account in the number one software used—QuickBooks—which is actively transitioning everyone to the online version and requires careful set up to be rule compliant. Our discussion facilitators will share their experience and answer your questions.

Roundtable Sponsor:
Since 2013 AILA Malpractice Insurance Program has been providing protection members need at preferred rates not available to non-members. To obtain a free, no-obligation quote from AILA’s Malpractice Insurance Program, complete the application online, email getquoted@aila.org, or call the experts at 1-877-600-2452.

AILA Video Roundtables are free interactive learning opportunities hosted by faculty selected for their expertise, with an emphasis on discussion and Q&A. This roundtable is available only to AILA members and is not CLE eligible. The free recording will be available 7-10 business days following the live event.

Meghann Eileen LaFountain, Removal Defense Section Steering Committee, Middletown, CT

Charity Anastasio, AILA Practice and Ethics Counsel, Washington, D.C.

The speaker's/author's views do not necessarily represent the views of AILA, nor do they constitute legal advice or representation. Practice tips provided are based on the speaker's/author's experiences and the current state of the law. Please be sure to conduct legal research and analysis for your unique situation as the law changes quickly and experiences may differ from your own.