Does it include IOLTA trust accounting?
Yes. It includes a client-trust (IOLTA) account structure kept separate from operating accounts. Confirm your own state bar's trust rules before relying on it.
QuickBooks Chart of Accounts · For attorneys & small law firms
Law Firm Chart of Accounts for QuickBooks Online (IOLTA)
An attorney account structure with IOLTA trust accounting, ready to import.
$59 · one-time
QuickBooks Online import CSV + setup guide (PDF)
Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPAs at ProAxis Tax & Accounting Services.
What it is
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 reminders
Who it's for
- Solo and small law firms on QuickBooks Online
- Legal bookkeepers who need clean trust separation
- Attorneys setting up books that respect IOLTA rules
How you get it
After checkout you receive an instant digital download — quickbooks online import csv + setup guide (pdf). There is no physical item and nothing ships. You can start using the file the same day.
Setting it up
Getting this chart of accounts into QuickBooks Online takes about ten minutes and does not require any accounting background. The file is a CSV formatted for QuickBooks Online's built-in chart-of-accounts import, so there is no manual retyping of a hundred-plus accounts. The included setup guide (PDF) walks through every step with screenshots.
- Open a fresh QuickBooks Online company file (recommended) or an existing file you want to restructure.
- Use QuickBooks Online's built-in import tool to upload the CSV. The accounts, types, and detail types come in together.
- Follow the guide to confirm the handful of detail-type labels that vary between QBO versions — the guide flags each one and shows the one-click fix.
- Adjust or add accounts so the structure matches how your business actually operates.
Simple Start, Essentials, and Plus each cap the total number of accounts, and this template is sized to fit comfortably in a new file. It is built for QuickBooks Online, not QuickBooks Desktop.
Why buy a template built by a CPA firm
Most bookkeeping templates sold online are built by spreadsheet marketers to look good in a listing. This one was built by the licensed CPAs at ProAxis Tax & Accounting Services (New Jersey and New York) around how the return actually reads. That difference does not show up in a screenshot, but it shows up the first time you reconcile: the accounts are grouped the way your situation reports, the categories line up with the tax form, and the structure holds when the numbers get real.
Every product is reviewed by a licensed CPA before it is published, and any figure it references is cited to a primary IRS or state source and dated inside the file. The goal is an honest, professional starting point — not an optimistic one. If you later decide you would rather hand the work to a CPA than do it yourself, ProAxis does bookkeeping setup, cleanup, and ongoing accounting for businesses across NJ, NY, and PA. The template makes that conversation shorter; it does not depend on it.
Related resources
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- Rental Property Chart of Accounts for QuickBooks Online → A landlord account structure built around how Schedule E reports.
- Contractor Chart of Accounts for QuickBooks Online → A job-costing account structure, ready to import into QuickBooks Online.
Frequently asked questions
Is it a substitute for legal trust-accounting software?
No. It is a QuickBooks Online chart of accounts, not three-way-reconciliation trust software. It organizes the books; it does not enforce bar compliance.
Does it work for a solo attorney?
Yes. It fits solo and small firms on QuickBooks Online.
Important — please read before buying
Educational template — not advice. This is a do-it-yourself template. It is general educational material, not tax, accounting, or legal advice, and is not written tax advice under Treasury Circular 230. Your purchase does not create a CPA-client, engagement, or advisory relationship. Figures reflect the law as of the date shown for the tax year noted and are not updated after purchase — verify at the primary source before acting. Consult a professional you separately engage about your specific situation. Results vary; no specific tax, refund, deduction, or compliance outcome is promised.
Refunds: Digital products are delivered instantly and are non-refundable once downloaded. We will refund or replace any file that is corrupt, materially not as described, or not delivered, within 30 days of purchase.
Purchases are governed by the Digital Product License & Terms of Sale. Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPAs at ProAxis Tax & Accounting Services.
Want a CPA to set up your books, not just a template?
ProAxis Tax & Accounting Services does bookkeeping setup, cleanup, and ongoing accounting for NJ, NY, and PA businesses. Book a free consultation to talk through your situation.