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QBO Video Courses

Law Firms and QBO with Lynda Artesani & Sarah Prevost

For someone else
Lynda Artesani
For someone else
Purchase for $74 or enter access code

Learn how to do trust accounting, use LeanLaw and Clio with QuickBooks Online, and track financial performance for law offices.

Class 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!

What You’ll Learn 

  • 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


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Instructional Level

Intermediate to Advanced

Course Length

2 hours

Course Credits

2 CPE, Certificate of Completion

Field of Study


Delivery Method

QAS/Self Study/Blended

Who should take this class?

  • Anyone that does bookkeeping for an attorney,
    or is looking to niche their firm to working exclusively with lawyers



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The Royalwise Solution

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When you want to learn QuickBooks in no time, while leaving information overload at the door, the Royalwise OWLS video education platform is the obvious answer.

With over 40 easy-to-understand QuickBooks classes designed to eliminate overwhelm, Royalwise’s video training classes are perfect for any skill level or starting point.






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Royalwise is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


Course Updated: December 2021

Here is the course outline:

Download the Handout

Download your class handout here

Download the handout here

What Need to Know to Work with Law Firms

Law is a great niche for bookkeepers. Let's talk about some of the issues and terminology you'll need to know to be successful.

Introduction and Agenda
Biz View vs Accountant View
Nuances of bookkeeping for lawyers
Trust Accounting for Client Costs
Client Costs
Attorney Compensation Models
The Nuances of Legal Accounting

Legal Technology

There are many software options available to keep track of business activity in law firms. QuickBooks Online is great for the bookkeeping. LeanLaw tracks partner compensation. Clio helps manage the cases and clients.

Using QuickBooks Online for the Bookkeeping
LeanLaw: Manage Your Trust Billing and Compensation
LeanLaw: Setup
LeanLaw: Billing Workflow
LeanLaw: Reports
Clio: Legal Practice Management, Setup
Clio: Billing Workflow
Clio: Accounts
Clio: Dashboard and Communication
Clio: Reports
Legal Accounting Software

3-Way Bank Reconciliations & What's Next

The problem with Trust Accounting is that you need to make sure the Liabiility Accounts and Bank Accounts match. Here's how it works.

3-Way Bank Reconciliations
Final Tips
What's Next?

Quiz and CPE Credit

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Complete this survey for a certificate
How much did you learn?


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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