Steve and his team have been serving law firm clients for over 20 years and have experience with solo and mid-sized firms. Steve has shared valuable information with attorneys from all walks of life via his classes and webinars with the Colorado Bar Association since 2010. He and his team are well versed in trust ..read more

Sarah Prevost is a trailblazer in the world of accounting, co-founding The Proper Trust, LLC, a cutting-edge firm dedicated to providing top-notch accounting services tailored specifically for the legal industry. She is also the driving force behind the Accountant’s Law Lab, a mastermind group that empowers accountants to excel and specialize in this unique niche ..read more

Legal Accounting expert and top QuickBooks ProAdvisor of the year, Lynda Artesani is the best in the businesses when it comes to law firm accounting and QuickBooks support. Co-founder of the Accountant's Law Lab, contact Lynda for rockstar support ..read more

Setting up a well-organized chart of accounts is crucial for accurate financial reporting and efficient bookkeeping. Here’s a quick guide to creating templates in QuickBooks Online Accountant: Steps to Create a Chart of Accounts Template: Log In: Access your QuickBooks Online Accountant account. Navigate: Go to the ‘Accounting’ menu and select ‘Chart of Accounts.’ Add New: Click on ‘New’ to create a new account. Customize: Choose the account type and detail type, and name your account. Save: Once customized, click ‘Save and Close.’ Template: Repeat the process to set up a comprehensive t ..read more

  Are you using QuickBooks Online Advanced and wondering how to make the most out of the Performance Center? Look no further! Here are some quick tips to get you started: 1. Customize Your Dashboards – Tailor your dashboards to fit your business needs. Choose the most relevant metrics to monitor performance at a glance. 2. Track Key Metrics – Use the Performance Center to track essential KPIs like revenue, expenses, and profit margins. Make data-driven decisions with ease. 3. Create Detailed Reports – Generate comprehensive reports to analyze trends and forecast future performance. Kee ..read more

Wondering how to connect Spreadsheet Sync and run a report in QuickBooks Online Advanced? We’ve got you covered! Here’s a simple guide to get you started: 1⃣ Activate Spreadsheet Sync: Navigate to your QuickBooks Online Advanced dashboard and enable Spreadsheet Sync. This feature integrates your data seamlessly. 2⃣ Connect Your Spreadsheet: Link your preferred spreadsheet software to QuickBooks. This allows real-time data syncing, making your workflow smoother and more efficient. 3⃣ Customize Your Data: Select the data you need to import or export. You can choose specific fields and customi ..read more

Ready to Set Up Your New Company?   Here’s a step-by-step guide to get you started: 1⃣ Prepare Your Data: Gather all necessary information about your new company, including financial details, customer lists, and inventory. 2⃣ Set Up Spreadsheet Sync: In QuickBooks Online Advanced, navigate to the Spreadsheet Sync feature. It’s your gateway to seamless data management. 3⃣ Import Your Data: Use the Spreadsheet Sync to import your prepared data into QuickBooks. This ensures all your company details are accurately reflected. 4⃣ Customize Your Settings: Tailor your QuickBooks setup to matc ..read more

Streamline Your Expense Management in QuickBooks Online Keeping track of business expenses is crucial for any successful company. QuickBooks Online (QBO) offers robust tools to help you manage your expenses efficiently. Here’s a detailed guide on how to set up your expense settings in QuickBooks Online, so you can save time and keep your finances in check! Step 1: Accessing Your Expense Settings To get started, log into your QuickBooks Online account. Click on the Gear icon located at the top right corner of your dashboard. This is your gateway to the settings menu. Select ‘Account and Sett ..read more

About Kathy Grosskurth Speaker and Trainer BOOKKEEPING CLEAN AND SIMPLE QBExpress is proud to introduce QuickBooks expert Kathy L. Grosskurth, a seasoned QuickBooks presenter and trainer based in Ormond Beach, Florida. With an MBA from Kennesaw State University and extensive experience in QuickBooks, accounting and bookkeeping, Kathy brings a wealth of knowledge to her speaking and training engagements. Her primary objective is to offer in-person and virtual learning opportunities focused on enhancing QuickBooks skills, time management, and professional and personal development. Kathy has trai ..read more

Master Your Sales Settings in QuickBooks Online: A Step-by-Step Guide If you’re just starting out with QuickBooks Online or looking to optimize your sales process, setting up your sales settings correctly is crucial. This guide will walk you through the basics of configuring your QuickBooks Online to better track sales, manage invoices, and enhance overall efficiency. Let’s dive in! Step 1: Access Your Sales Settings First things first, navigate to the Gear icon at the top right corner of your QuickBooks Online dashboard. Click on it and select ‘Account and Settings’ from the dropdown menu ..read more