Bookkeeping Clean and Simple

08/11/2026

A brand new feature in the bank feeds solves the issue with partial matches and differences from invoice and deposit in the bank feed. Try it out and let me know what you think:

NEW! Partial Match and Difference Allocation Feature in Bank Feeds...

07/30/2026

All this talk about review signals in QuickBooks Online… and I was one of the first who discovered them several weeks ago! lol 😂

What is the hype? Check this video out to find out more!

PS: Several enhancements are underway to be rolled out in the coming weeks so keep an eye out for those changes in the near future!

Bank Feeds in QBO - New Review Signals

New review signals in QuickBooks online bank feed!

07/16/2026

Good news: I am opening up appointments for individualized /small group training to start after Labor Day. I am also seeking 1 to 2 additional clients for ongoing bookkeeping work. If interested, scan the QR code to set up a free initial consult. Please note: only those fitting my ideal client profile will be given serious consideration.

07/09/2026

For my local Daytona area community:

I look forward to leading this session for the Daytona Regional Chamber of Commerce on August 26. I’ll be sharing the updates in the new banking center and showing how the best utilize these new tools to help streamline and speed up working with QuickBooks online. Click on the link below for details and to register:

https://members.daytonachamber.com/events/BOOST-Your-Business-Series-Master-Your-Business-Finances-10315/details

06/30/2026

This is the second in a series of videos to showcase the new Review Signals to help you see at a glance the certainty of the transactions being categorized properly from the Bank Feeds area of Online (QBO).

QuickBooks Online Bank Feeds AI Suggestions - Review SignalsThi...

06/07/2026

🚨 I'm Excited to Be Speaking at Scaling New Heights 2026! 🚨

I’m pleased to be presenting at the Scaling New Heights Conference in Orlando, June 14–17, 2026, and I hope you'll join me for my session:

🎯 Become Confident Using the NEW Banking Tools in QuickBooks Online
📅 June 16, 2026
🕐 1:00 PM – 2:40 PM ET

Have you felt like you've been dropped into a "strange new world" every time you open the new QuickBooks Online Banking Center?

If so, you're not alone.

The Banking Tools in QuickBooks Online have undergone a major transformation, including AI-powered suggestions, new workflows, updated terminology, enhanced statement uploads, improved collaboration tools, and much more.

In this session, we'll take a practical, hands-on look at what has changed, what it means for your day-to-day work, and how to confidently navigate the new Banking Center.

We'll explore:

✅ Key changes to the Banking Center
✅ AI-powered features and when to trust them (and when to verify!)
✅ Streamlined workflows that can save time
✅ Live demonstrations of the newest tools and capabilities

My goal is simple: help you move from confusion to confidence so you can take advantage of these powerful new features without feeling overwhelmed.

If you're attending Scaling New Heights, I'd love to see you there!

PS: Drop in the comments below if you are going AND when you will be arriving. Join us for our Traditional Poolside gathering June 13th! 💦

05/21/2026

Congrats to all who made in their category! 🎉

Several folks in our industry were spotlighted over the past couple of weeks as being the top five in the categories that Insightful Accountant recognizes at the annual Scaling New Heights conference June 14-17.

I myself am honored to be recognized as a … this is after I didn’t even make the top 100 last year by a mere .002 of a point. After having suffered a major injury two years ago and losing both of my parents in the past couple of years, I feel so vindicated and validated for pressing on in the midst of hardship.

Congratulations to all honorees! 🥳

05/02/2026

I can officially share that I am speaking at in Orlando June 14 - 17, 2026! I will be sharing what's new with the Banking Center in QuickBooks Online. More details to come... hope to see you there! 🎉🎉🎉

04/22/2026

I don’t ask for this often… but today I am 💙

Voting is open for the Insightful Accountant Top 100 Advisors, and I would be honored to have your support.

Over the years, my goal has simply been to help others feel more confident and capable with QuickBooks and their numbers—and if I’ve helped you in any way, this is one small way you can support me back.

You can vote for me + two other amazing advisors (please do!)

🗳️ Vote here: https://survey.zohopublic.com/zs/00DALX

⏳ Deadline: April 28

Thank you—truly—for your support. It means more than you know.

04/13/2026

It’s been a joy helping the Small Business community learn QuickBooks over the years. Now I (Kathy Grosskurth) am on the ballot for Top 100 ProAdvisors, and I’d love your support before voting closes April 28.

Link Here to vote 👇 https://survey.zohopublic.com/zs/00DALX

Thank you to Insightful Accountant and sponsors like Ignition, Avalara, Zoho, and Cajabra Marketing for Accountants for making these awards possible.