When managing trust deposits, LeanLaw typically streamlines the process. However, if your firm relies on bank syncing, some additional backend setup will be required to ensure smooth integration.
To start, we'll need to create the liability accounts for the Client/Matter (depending on your accounting level).
Open the Matter's settings and open the QuickBooks
Click on Setup Trust Accounting.
Create the account (but do not include an Opening Balance unless otherwise specified)
Verify that your deposit from the bank has been correctly recorded in QuickBooks, then open your Trust Account and View Register.
Find the transaction you wish to move and select it. In the dropdown indicated below, switch to the client's correct liability account, and save the edit.
The trust balance for the Client/Matter should be correctly displayed in LeanLaw's Trust Accounts. Verify that it is, and you're all set!