Law Firm Chart of Accounts for QuickBooks Online (IOLTA)
An attorney account structure with IOLTA trust accounting, ready to import into QuickBooks Online.Law firm books have one requirement no other business does: client trust money (IOLTA) has to be tracked separately and cleanly, or the firm has a bar problem, not just an accounting problem. This template is a law firm chart of accounts built around how attorney books report, with an IOLTA trust structure included, packaged as a QuickBooks Online CSV import.It was built by a licensed CPA firm (NJ + NY) so operating accounts and trust accounts stay properly separated. Trust-accounting rules vary by state, so the setup guide flags where you must confirm your own bar's requirements — but the starting structure is designed to keep client funds and firm funds where they belong.What's included:• QBO-ready import CSV with a full law-firm chart of accounts• IOLTA / client-trust account structure• Operating accounts for a services firm (fees, costs, draws)• Setup guide (PDF) with state-bar-confirmation remindersEducational template — not tax, accounting, or legal advice; your purchase creates no CPA-client relationship. Sold by ExpertEngine LLC d/b/a ProAxis Templates; fulfilled by Gumroad as seller of record. Non-refundable once downloaded, except corrupt or not-as-described files within 30 days.
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