logo
Legal accounting, Legal Practice Management

Tech Tip #163:
Errors Are Created In QBO When Data Can’t Be Locked Down

Tags:
Errors-Are-Created-In-QBO

Quickbooks Online allows bank reconciliations at any time, but there is limited ability to lock down the data. If you are using a general accounting platform, though you can reconcile data to ensure all transactions are present, you must be careful they are properly coded (including the customer), as this is not automatic or necessarily correct. To learn more about the challenges that law firms face when trying to utilize QBO, read The Critical Challenges of Using QuickBooksTM Online for Law Firms by QuickBooks expert Caren Schwartz. 

Notebook

[ninja_form id=31]
logo
CosmoLex is cloud-based law practice management software that integrates trust & business accounting, time tracking, billing, email & document management, and tasks & calendaring, in a single application.
+1 866-878-6798
1100 Cornwall Road, Suite 215, Monmouth Junction, NJ 08852

CosmoLex is part of ProfitSolv, a collection of best-in-class software solutions for professional services firms, allowing the freedom for growth and innovation. Using a product-centric and customer-first approach, ProfitSolv collaborates with firms to offer better client services.

©2025 ProfitSolv, LLC, All rights reserved. ProfitSolv, CosmoLex, and respective logos are trademarks or registered trademarks of ProfitSolv, LLC and its affiliates. All product names and trademarks are the property of their respective owners.

clear-view-socialorion-lawrocket-mattertabs3timesolv