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Artesani Accounting
United States
Приєднався 2 січ 2007
Our firm works exclusively with attorneys. We also are experts in data migration from one software to QuickBooks and LeanLaw or Clio. The videos here will demonstrate workflows surrounding how we work with our clients from trust accounting to client costs to attorney compensation reporting and much more.
We cover a wide range of topics, from the basics of accounting to more advanced ones like how to set up QuickBooks, LeanLaw, and other legal-specific software. Don't forget to subscribe so you don't miss any of the videos!
We cover a wide range of topics, from the basics of accounting to more advanced ones like how to set up QuickBooks, LeanLaw, and other legal-specific software. Don't forget to subscribe so you don't miss any of the videos!
Clio Accounting - A Cautious Look at the New Kid on the Block
Clio has entered the accounting software arena with Clio Accounting, but is it a win for the legal industry? This review critically examines Clio's new offering, highlighting its user-friendly design and basic bookkeeping features while exposing significant drawbacks for growing firms. Discover the limitations in integration, data migration, and key functionalities that could impact your firm's long-term financial management.
Blog post: www.artesaniaccounting.com/blog/clio-accounting-a-cautious-look-at-the-new-kid-on-the-block
Do you want the BEST discount on QuickBooks subscriptions: intuit.me/3OCb4Rn
For more videos and blog posts, visit our website: www.artesaniaccounting.com
Want more one-on-one help with attorney clients? Or are you an attorney that is setting up their own books? We have a free e-book:
Download my free e-book here:
beacon.by/artesani-bookkeeping/lean-law-and-quickbooks-a-powerful-combination-for-attorneys
Join the private group: Accountant's Law Lab: bit.ly/acctntlawlab
Join our Facebook Group: groups/accountantslawlab
Blog post: www.artesaniaccounting.com/blog/clio-accounting-a-cautious-look-at-the-new-kid-on-the-block
Do you want the BEST discount on QuickBooks subscriptions: intuit.me/3OCb4Rn
For more videos and blog posts, visit our website: www.artesaniaccounting.com
Want more one-on-one help with attorney clients? Or are you an attorney that is setting up their own books? We have a free e-book:
Download my free e-book here:
beacon.by/artesani-bookkeeping/lean-law-and-quickbooks-a-powerful-combination-for-attorneys
Join the private group: Accountant's Law Lab: bit.ly/acctntlawlab
Join our Facebook Group: groups/accountantslawlab
Переглядів: 69
Відео
Types of Software Commonly Used in Law Firms
Переглядів 54Місяць тому
Discover how the right software can revolutionize your law firm's operations. Learn how integrating these solutions can enhance collaboration, boost productivity, and elevate client satisfaction. Choose the best software to propel your practice forward and unlock new levels of efficiency. Do you want the BEST discount on QuickBooks subscriptions: intuit.me/3OCb4Rn The accompanying article is he...
Financial statements for attorneys
Переглядів 292 місяці тому
As an attorney, you should review your law firm's financial statements to assess its financial health and identify potential issues that need to be addressed. Watch this video and read the accompanying post to learn the key financial statements you should ask your bookkeeper to provide. www.artesaniaccounting.com/blog/best-financial-statements-for-an-attorney-to-review Do you want the BEST disc...
Mastering the Numbers Game: How a Law Firm Bookkeeper Can Revolutionize Your Practice
Переглядів 383 місяці тому
Are you ready to revolutionize your law firm practice? If so, mastering the numbers game is a critical first step. As an attorney, your expertise lies in the law rather than financial management. That's where a skilled law firm bookkeeper comes in. This video delves into why you should consider this type of bookkeeper. Do you want the BEST discount on QuickBooks subscriptions? intuit.me/3OCb4Rn...
Unlocking the Benefits of Credit Card Payments for Law Firms
Переглядів 414 місяці тому
This article and video address the complex issue of handling merchant fees to clients and the regulatory considerations involved. Overall, it is a comprehensive guide for law firms seeking to optimize payment processes and boost accounts receivable management. Do you want the BEST discount on QuickBooks subscriptions: intuit.me/3OCb4Rn For more videos and blog posts, visit our website: www.arte...
Clio and QuickBooks Transforming Your Law Firm
Переглядів 2216 місяців тому
In the dynamic world of law firms, there's a powerful transformation happening that you won't want to miss out on - the seamless integration of legal tech, specifically Clio and QuickBooks, into your software stack. This isn't just about convenience; it's a game-changer that can revolutionize your firm's operations. So, let's dive into this conversation on how Clio and QuickBooks can work toget...
Optimizing Law Firm Profitability - Strategic Management of Overhead Costs
Переглядів 337 місяців тому
As a legal firm, effectively managing overhead expenses is crucial for maintaining profitability. Identifying and addressing the primary contributors to high overhead costs, such as office rent, staff turnover, and administrative expenditures, is essential to running a profitable law firm. Do you want the BEST discount on QuickBooks subscriptions? intuit.me/3OCb4Rn #paidpromotion For more video...
Year End tasks for Attorneys
Переглядів 458 місяців тому
Considering we are entering Q4, attempting to complete everything within a few condensed work weeks can be quite hectic. Time will pass swiftly. Consequently, now is an excellent opportunity to review the complete file of the client for the entire year. This video will walk you through the process. Do you want the BEST discount on QuickBooks subscriptions: intuit.me/3OCb4Rn #paidlink For more v...
Navigating Success: Key Insights from the Clio Trend Report for Mid-Sized Law Firms
Переглядів 4711 місяців тому
Clio, a leading legal software provider, has released its comprehensive Clio Trends Report for Mid-sized Law Firms to shed light on the latest trends and provide valuable insights. This video and post will give you my analysis after reading the report. Do you want the BEST discount on QuickBooks subscriptions: intuit.me/3OCb4Rn #paidpromotion For more videos and blog posts, visit our website: w...
Estimated Tax Payments for Lawyers
Переглядів 1611 місяців тому
This comprehensive article will walk you through the ins and outs of estimated tax payments, providing the knowledge and tools you need to stay on top of your financial responsibilities. We will cover everything from calculating your estimated tax liability to understanding critical deadlines and making payments. Do you want the BEST discount on QuickBooks subscriptions: intuit.me/3OCb4Rn #paid...
Professional Accounts Receivable Workflows for Attorneys 1
Переглядів 66Рік тому
Get the most out of your accounts receivable management with professional workflows and AR Aging reports explicitly tailored to attorneys. Reduce open receivables and collect funds that may have been discounted as uncollectible. www.artesaniaccounting.com/blog/professional-accounts-receivable-workflows-for-attorneys-ar-aging-reports Do you want the BEST discount on QuickBooks subscriptions: int...
The Importance of Financial Organization for Law Firms
Переглядів 52Рік тому
Maintaining a well-organized financial system is crucial for compliance, accountability, and long-term legal success. In this blog post, we will explore the importance of financial organization from day one and provide a comprehensive blueprint for legal professionals to follow. For more videos and blog posts, visit our website: www.artesaniaccounting.com Want more one-on-one help with attorney...
Managing Cash Flow in a Law Firm
Переглядів 122Рік тому
As an attorney, you know that managing cash flow is critical to running your law firm. After all, if the money isn't coming in, you won't be able to pay the bills. But what strategies should you use to ensure that your firm has enough cash? Here are some processes we use and some best practices for managing cash flow in a law firm. Do you want the BEST discount on QuickBooks subscriptions: intu...
10 Tips for a More Profitable 2023 for your Law Firm
Переглядів 61Рік тому
For the full article: www.artesaniaccounting.com/blog/10-steps-for-managing-cash-flow-in-a-law-firm For more videos and blog posts, visit our website: www.artesaniaccounting.com Want more one-on-one help with attorney clients? Or are you an attorney that is setting up their own books? We have a free e-book: Download my free e-book here: beacon.by/artesani-bookkeeping/lean-law-and-quickbooks-a-p...
Best Financial Statements for an Attorney to Review
Переглядів 54Рік тому
Do you want the BEST discount on QuickBooks subscriptions: intuit.me/3OCb4Rn As an attorney, you should review your law firm's financial statements to get a sense of the firm's financial health and identify any potential issues that may need to be addressed. Read this post to review the key financial statements that you should ask your bookkeeper to provide For more videos and blog posts, visit...
What's the Difference Between a Law Firm's Bank Account and The Lawyer’s Wallet
Переглядів 104Рік тому
What's the Difference Between a Law Firm's Bank Account and The Lawyer’s Wallet
Why Mid sized Law Firms Should Outsource their Legal Accounting
Переглядів 118Рік тому
Why Mid sized Law Firms Should Outsource their Legal Accounting
Attorney Partner Equity - What Is Attorney Partner Equity?
Переглядів 104Рік тому
Attorney Partner Equity - What Is Attorney Partner Equity?
Comprehending the finances of your law firm
Переглядів 95Рік тому
Comprehending the finances of your law firm
My Top 5 Tips for solving the Rubiks Cube that is Trust Accounting
Переглядів 67Рік тому
My Top 5 Tips for solving the Rubiks Cube that is Trust Accounting
The Hard Costs and the Soft Costs of Your Law Firm
Переглядів 2182 роки тому
The Hard Costs and the Soft Costs of Your Law Firm
Law Firm Financial Strategy for Lawyers How to Run Your Practice Like a Business
Переглядів 892 роки тому
Law Firm Financial Strategy for Lawyers How to Run Your Practice Like a Business
Why everyone assume the truck or car was bought with a loan ? I’m looking for a video that shows how to categorize a car you bought without a loan I paid the total amount
You would book it to the asset directly for cash. The cash would be your credit, and the debit would be the asset of the vehicle. If there were fees involved with warranties, and such, you would expense those.
Thank you so much for this presentation, You were so detailed, you saved me.
You have to disconnect the bank feed first. Then reconnect
Can I merge them with one being a sub account? I had set up the checking account before I linked the bank account. When it linked, it did as a sub account under the bank account that I created. How can merge them?
I have only seen a sub-account created on a credit card. You could edit the sub and make it stand-alone. If you rename it the same name, it will merge. Be careful, however, as you cannot undo that action and it will undo reconciliations. You could use Intuit's test company and replicate what you see and test the results. quickbooks.intuit.com/learn-support/en-us/help-article/small-business-processes/test-drive-quickbooks-online/L9C12ODlA_US_en_US?uid=lxd50q3l
Thanks for your reply but It won’t let me merge because it’s a ‘linked’ account. I’m going to try and move all of my transactions to the linked account, uncheck the sub account box, and delete the account that I made. Hopefully that will do the trick
Thank you for this post. Is there somewhere I can get tutorials on trust accounting with QBO? And is there a trust accounting software you recommend?
Yes, if you go to my website artesaniaccounting.com you will see a free online resource in the blog section.
Since we traded in the vehicle, we’d have to write the other truck off of the balance sheet. Would the credit of $1,500 be part of that write off?
I would do a separate transaction to remove the truck that you are writing off. Contact your accounting professional for the correct journal entry.
Please help. I purchased a business for the vehicle, in my personal name. The vehicle cast $30,000 out the door, and I paid $5000 on credit card, and $25000 with check. The car is paid in full. How do I record this, please? Thank you!
If the 5k and 25000 are for the asset, it would go against the asset. Is the vehicle titled in the name of the company? It needs to be to put it on the books.
Hi vechile in owner name not company name psying loan off still
@@esmareldafortuin5741 If it is not titled in the business name, it cannot be put on the books. I suggest you speak with your tax professional.
@@artesani Thank you for your response. I just updated the title to be in the company name. Can you please tell me how to enter this in QB online? The vehicle is paid off with the company as the owner of the title
If the parent account has a positive balance, how would you balance out the parent and sub accounts differently?
Also, should the parent account balance match the credit card statement balance on 12/31/XX?
Yes, your parent account should match the balance on the credit card account.
@@lyndaartesani2653 f the parent account has a positive balance, how would you balance out the parent and sub accounts?
Super helpful! Thanks :)
Thank you so much for this vid, save my day.
is there a way to retrieve your account after you purge it?
No. You would only be able to restore a backup, if you backed it up.
Hi Linda. Very informative video, thanks. I just wanted to know if a client use clio+qbo for legal bookkeeping and only office accounting is done in qbo. Is this appropriate to do the client accounting in clio only and use the office accounting in qbo?
But I’ve seen it where people have used Clio as their billing software and they don’t connect it to QuickBooks. Not sure if that’s what you’re asking. I don’t recommend that as it’s important to keep one strong workflow. However, Clio is a practice management system for the law firm and a place to do legal billing. It is not a full ledger system. That’s where QuickBooks comes in. QuickBooks would be where you track all the income and expenses.
@@lyndaartesani2653 yes, quickbooks will be used for income and expenses for the office side. The fees which will be transferred from client to office account and the disbursements are to be synced with qbo ( from the bill syncing option in clio). Since clio has the reconciliation option adn bill management of client side, so, I was wondering if these would be enough to manage the client accounting.
hai! thank you for this very informational video! i hope you see this because i have a question. would it make sense to record a vehicle purchase that was not in my name or the business name? the business account was not used, it was purchased cash.
who owns the vehicle?
@@artesani It’s owned by my cousin
Then, why would you put the truck on the books? Unless the company is going to buy it from your cousin you don’t need to place the vehicle on your books.
@@lyndaartesani2653 Ah okay makes sense. Unless the company buys it from my cousin. The vehicle is used for business purposes and was purchased with my cash so I was just curious on if it was possible
how do you use the add filter button or what does it mean? next to the search button
under the advanced search option, you can filter.
Thanks Linda! That was exactly what I was looking for. I took on a huge clean up. And I knew I could count on you to help me figure out the journal entry needed. Matched spot on!
Thanks Lisa!! ❤
You didn't actually show how to enter the purchase
Hi Lynda, I’m a bookkeeper looking into niching down to lawyers and wanted to learn more about the proper set up and 3-way rec methods. If I want to dive deeper into the field do you recommend your course or the ALL group if I were to choose just one? Keeping in mind I would not be able to make the meetings live. But also I was mostly wondering at this point - is there much incentive to use QBO if they’re using Clio in the first place? Is Clio not an all-in-one solution?
Hi Jaybook: Yes, the Accountant's Law Lab is a great place to learn about the 3-way bank rec and much more. Our course dives deep into that if you want to DIY learn. If you prefer to learn in a group setting, the Law Lab is your place. Clio is a practice management system, not an accounting GL. you need qbo and Clio.
@@artesani thank you so much! I do like to DIY if I can, but I’m humble enough to know I very well could use more individual help if the course doesn’t cover everything in as much detail as I may need. It sounds like the Law Lab comes with material to learn certain things(or everything), or is it more of a community to ask questions as they arise, and the course is more meant for learning from A-Z? As an example, would the course show everything from Chart of Accounts set up to the 3-way Rec, while the Law Lab is not as thorough but there is a community of support? In regards to Clio and QBO, I was under the assumption Clio generated the necessary reports to provide the tax accountant. Is this not so?
Clio does not provide all the reports for the tax professional. With the LawLab, you get access to all our prior meetings and you have access to ask questions to the group that’s in a private space.
I just need a simple "set up auto loan" for a vehicle purchase.
Debit the vehicle (asset) credit the loan.
Hello! My husband bought a truck that is on his name, not the company. How we are to enter the purchase in QB?
You don’t. Any vehicle on by the company should be titled in the companies name.
Your UA-cam "ua-cam.com/video/533YQQf-T6Y/v-deo.html" almost answered by question but my take is a little different. I am using QB Pro 2023 Desktop. I applied a paymen to a customer invoice when I should not have. It wasn't their payment. The customer has now paid the invoice in full but is now leaving them with a credit that should not be there. How can the credit be removed from their account and do away with it. I am not sure whose payment it was. Possibly create a mock account, move the credit to this new account and if down the road I discover whose payment it was, move it to their account?
If you applied a payment that did not exist (and therefore would not clear the bank, I suggest you unlink it from the invoice. Then remove it. But be careful if this transaction is in a closed accounting period (where you have processed a tax return.). If that is the case, you will need to do more creative accounting than that. I suggest you join the facebook group QB Community Live. My friend, Matthew Fulton will give you a video with step-by-step directions. Much easier than on this platform. facebook.com/groups/qbcommunitylive
Hi, how do you record IOLTA interest and bank charges in QB?
UA-cam please dont do this again. This was painful and miserable to watch, even for 30 seconds.
Why was it painful for you?
And I am asking so I can improve my work.
Nothing against you. it's just the topic. Not something I enjoy.
@@rgasta7765 Okay. Thank you for clarifying. have a great day!
That is not a vehicle purchase....that is a sale!
Thank you for your video! I don't know what to do now and would like to have your advice. Recently, our bank has updated their system and I need to reconnect the bank with QBO. Then, now I have 2 bank accounts on the chart of the account. The new bank account which connects with the bank feed and just has a few transaction. The old one which didn't connect with the bank feed anymore and it has all the transactions (thousands) i have been working on since 2019. Which one should I keep? what is the best way to do? Thank you so much, I appreciate it!
Is the old account still an open account? If not, you won't be able to pull in the transactions. All is not lost; however, you can download the transactions to .csv and manually import them.
This was great!
Glad it was helpful! :)
Thank you for the video. After following all the steps and click on the drop-down menu it only shows Edit, Make Inactive and Run Report. Is this a permissions issue?
No, intuit changed the way you add to the Chart of Accounts so the functionality has changed. :(
I wish Quickbooks did more integration with google. I need it for payroll, I have advanced online version and it's annoying to keep exporting and then transferring to google sheets every time I made a change on Quickbooks and need all may data again on the sheets. But, it's been 3 years since this was posted and nothing more happened, I guess will have to forget about it then.
Take a look at reach reporting software. We love it!
Helped! Thanks!
So glad it helped!
Hi Linda - Thanks for putting this video together. Can you tell me though what type of account is Truck on your journal entry ? Is it an expense account or liability ? Thank you.
The truck is an asset. The loan is a liability.
Good info thanks
Is CLIO and Lean Law do they do the same thing?
Similar. LeanLaw is a time & billing software marketed towards larger law firms. Clio is also billing but has practice management built in. Smaller firms are more drawn to Clio.
@@lyndaartesani2653 thank you
The link to your e-book doesn’t work.
Which e-book were you trying to download and I’ll make sure you get a copy.
It doesn’t say which e-book
This was so helpful in theory! But we have one credit card, and then a sub account under that. When we pay the credit card, it downloads as a total payment on the main account. I see and understand how you are recording it to each one using an expense, and that works. But unfortunately doesn't let me match the one TOTAL amount that downloaded to just the one main card number. I guess what we need to do is figure out how to split the payment that downloaded in QBO. For instance we paid 20k on the credit card, but 11k should have gone to one, and 8k to the other. It's all downloading from the our CC and showing up on just the main one. So it's unable to match.
This video was made 3 years ago and banking has changed and the way the payments come in is different on different credit cards. You can split the payments if you do a manual payment (instead of using the credit card payment feature) or do a journal entry at year-end to balance out the sub-accounts and accounts, which is my preferred method. Depending on the client (larger firms) we do it went the bill is paid (monthly). I hope that helps!
Again, super helpful video. Hoping you also saw my question (in the comments section) about using LeanLaw with trust accounts for Real Estate closings - I left the comment on your YT video about how to handle IOLTA interest transactions. Thanks!
question: our bookkeeper says to put it in unrecovered client advances since we put the money out but did not get it back from the client. you say billable expense - which would be correct?
Thank you! I’m glad it helped.
This was so helpful. I started working for a law firm and never did ACC and looked everywhere trying to understand, this was very helpful. Our firm needs you as their bookkeeper.
Fabulous. Thank you!
You are most welcome! Let me know if you want to hear about any other topics.
@@artesani YES! It's clear that LeanLaw can be used for Real Estate (Trust account) closings - but the closing workflow is different and LeanLaw doesn't provide clear guidance for the "Pay from Trust" feature for closings. So, for real estate closings, how do I record the payment for the attorney's closing fee (invoice) in LeanLaw since the attorney's fee is generally paid during closing via an actual physical check written against the trust account? If I pay the attorney's fee in LeanLaw using the "Pay From Trust" feature, the result is a duplicate "check" entry that LeanLaw automatically creates in the trust register and a negative trust balance is created. Whoops! That can't be right. Any wisdom that you would like to share would be appreciated.
@@davideylerYT You could run the transactions through a "clearing" account to make that work.
@@davideylerYT have you reached out to the folks at Lean Law? If you tell him you’re an accountant they will train you on how to use the product for real estate Trust accounting. It’s a little bit different because it’s more escrow accounts.
Thank you!
You are welcome 🙏
Your welcome. Let me know if you have any other topics you would like to learn about. .
Thank you for this. It helped me remove the duplicated bank accounts. How do I reactivate a bank account I mistakenly removed? Thanks.
Go to your chart of accounts in on the very right side you will see a gear. click the gear and select show and activate it or show all. That will make any in active bank accounts show is deleted. When you find the one you want to reactivate, edit the account and make it active again.
@@lyndaartesani2653 oh thank youcso much. I'm having a bit if a nightmare with trying to connect QBO to tge actual bank accounts. The last time they were updated was July 2021. It's a campaign group using cash basis but very much in need of getting into order! Thanks so much for replying.
Thanks for posting this video. Good summary. Curious on your thoughts related overhead and if you see firms actually taking action to reduce it when opportunities exist. For example, I offer services to help reduce expenses like utilities, wireless plans, internet, card processing and more. However, since it can feel like those specific areas are not that large in the broader context of the firm's financials, it doesn't seem like there is incentive to act. Even though reductions in those can still be helpful to the bottom line. Thoughts?
I am a believer that any amount counts. Even the small amounts. We work with clients to ensure they have the absolute best pricing on insurance, phone service, etc. Especially to make sure they are not paying for software they no longer use.
Hi Linda - can you provide more information about the Accountant's Law Lab? I'm interested in learning more about managing Clio with the QBO bank feed.
Hi Adrienne: Check out this website for more details: www.accountantslawlab.com/offers/29yonk2s/checkout
I break the payment out by card as you suggest but when the payment comes in it never matches to the payment I added in QuickBooks. Should I simply exclude it? I'm trying not to over think this. I really appreciate the journal entry fix. Very helpful!
If it does not match you an just book the payment to the parent account and use the journal entry to clean up the balances.
@@artesani Perfect, thank you. The bank actually posts the payment to the first card, not to the parent account so I'm just going to treat that card like the parent when it comes to confirming the payment from the bank. Right?
Hi Lynda! It sounds like you have to gain access to Clio by using an attorney's user login, unless they pay for your access. Do you ever get told they don't want to give you access and can you do their complete bank rec and 3-way rec just by using qbo and the statements even when they are setup with Clio/qbo?
Hi Nat: You cannot provide a proper 3 way without access to Clio. It is part of the 3 ways.
Very Informative
Thank you!
Your video is very helpful. I have another issue and want to hear your opinion about it. My client uses QB payroll, so in the bank register shows two paychecks in May 2021 but there is no bank transaction from bank side. It appears the direct deposits didn't go through so they did not show up in the bank but payroll summary still show these two paychecks, how can that it?
Can you log into your bank to see if they could show up in the bank feed it didn’t bring in the transaction for some reason? If Payroll did not process, you will typically get notification.
@@lyndaartesani2653 Thank you so much for your reply Lynda. My client doesn't remember whether he received a notification. One thing is for sure, both direct deposits didn't show up at the bank on 5/29/21 or a later date. We also see his bank charged a couple returned check fees $29 in early June. To me, it proves the direct deposits failed but why did his QB book didn't reflect it and they are in the payroll report and p&L. It really bothers me because I have not seen this before? Should I issue J/E to reverse the direct deposit so I can balance the bank account?
You should see a reversing entry for the bounced payroll added in the system. It will show as a deposit. You will need to contact Intuit support to rectify this. There is a $100 fee for the bounced payroll too.
@@artesani I will, Artesani, there is no reversing entry. I think I need to report to QB to find out what 's going on. Thank you.
I'm struggling with the merge since I get an error that says that it is "reserved for a default account". I cannot locate where the account is still listed as the default.. any ideas?
I have not seen that. Can you send me a screenshot? lynda@artesaniaccounting.com
What about tax that you paid? How do you treat tax amount into Journal entry?
do you mean the sales tax? That is considered part of the cost of the goods (purchase) and is not separated.
Here doing my homework! :)
Awesome!
Very helpful video. I have a question here: I am doing my husband's Qbooks. His credit card was frozen and Chase sent him a new cc number. I downloaded the new CC transactions on banking in QBS. The bank only changed the card number, but views it as the same account. When I downloaded the new credit card in QBO, all of the old transactions from before the incident also downloaded. I just excluded them from the new card. So he has 2 credit cards in QBO and the bank views them as one. I'm trying to straighten this mess out. Can I just combine the two credit card accounts into one in QBO? How can I merge in as one? thanks
You could merge the 2 accounts. But be sure to merge them in the right order. Merge the new one that has few accts. to the older account so you don't lose the bank reconciliations.
Thank you..would it be the same if they used mycase?
MyCase is a bit different because they have a manual sync. So you have to push the data in.