You’ll learn about:

• The basics of trust accounting

• LeanLaw setup and best practices

• Clio best practices

• Connecting the software to QBO

• Using Classes and Tags to track activity by attorney

Law Firms and QBO Course Description

Bookkeeping for lawyers is a great niche, but it has its own set of “laws.” Clients’ retainers must be held in trust. Productivity is tracked by attorney. Expert witnesses must be paid. How do you use QuickBooks Online to track all that?

Trust Accounting is the workflow of setting aside your clients’ prepaid funds in a separate bank account to pay for the costs associated with their cases. Trust accounting isn’t just used by attorneys - you’ll also find it used in other industries including car dealerships, real estate companies, and travel agencies.

If a law firm's trust account is not managed properly, the attorney can be audited by the bar association or even worse - lose their license to practice.  Therefore, lawyers need to manage their records accurately, and it’s an essential skill set for bookkeepers.

Another consideration is software. A law office’s day-to-day operations are frequently managed using software solutions such as Clio and LeanLaw. The good news is that QBO integrates with these apps to create a streamlined end-to-end financial tracking system for compliance, business analysis, and tax reporting. We’ll look at the best practices for synchronizing your QuickBooks with Clio and LeanLaw.

Most firms also need to track cases and finances by partner. We’ll show you which QBO features make that possible!

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Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

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Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

Course Page Updated: March 2026

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