Accidentally make a deposit to the the wrong trust account, or forget the last zero on a payment? Let's hop in to Quickbooks Online and get it taken care of!
1. We'll need to open the Chart of Accounts, and find the liability account tied to the Matter in question.
2. Navigate to the Client/Company in question, and enter the chart. For this example, we'll be undoing a deposit to "Trust Example Company". Locate the deposit in the client's chart, and click to edit.
3. Verify that you've selected the misdirected funds, and Delete. and LeanLaw will instantly update with your changes, and all's well! If you instead need to make an adjustment to the date/amount/memo, then simply change the necessary values and "Save".