Trust Accounting with QuickBooks

When:  Mar 13, 2019 from 12:00 PM to 1:00 PM (CT)

Deadline to Register: March 11, 2019

This program is a part of the MSBA IOLTA Accounting Series.

Co-Sponsored by the Practice Management & Marketing Section and Solo & Small Firm Section.

Lunch and check-in begins at 11:45 am; special meal requests must be made in advance. 

Program Description:

Almost all lawyers in private practice have to handle money entrusted to them by their clients.  Indeed, you generally want to have clients entrust their money to you, instead of having to wait for a bill to be paid.  But then you must be able to account to the client for the money entrusted to you in advance.  This class will show how you can keep your trust accounts as required by the rules, specifically using QuickBooks Desktop and Online, the most popular general accounting program and service short of a full legal-specific practice-management system.  It will relate the software methods shown to the specific requirements of Minnesota's rules.


Michael Trittipo, Attorney Editor | Minnesota State Bar Association

Michael is an attorney editor with the MSBA.  He earned his J.D. with honors in 1981, and practiced law for several years.  Since 2000, he has written several guides telling lawyers how they can safely use various software programs to keep their clients’ trust account books and records in compliance with Minnesota’s rules.

CLE Credits:

1.0 Standard CLE Credit | Event code: TBD


Section Members (Practice Mgmt or Solo/Small Firms): $10
MSBA Member but not a member of the Section: $20
Non-MSBA Member: $35
Law Students: Free 

Remote Participation: 

Remote attendance is available via webcast.  Please indicate that you will attend remotely when registering.  Instructions will be sent via e-mail a day prior to the program.

Want more information about the Practice Management and Marketing Section?

Want more information about the Solo & Small Firm Section

To register with a check, please mail in this registration form.
Need to cancel? Please see our cancellation policy.
Questions? Contact Geen Mui | 612-278-6346 

The MSBA is committed to creating an inclusive environment in which all members can participate fully. If you need reasonable accommodations to participate in this event, please notify Geen Mui via phone or email:  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations. Thank you.