Q: How do I delete a Trust Deposit, I deposited an amount to the wrong client
A: You can delete a Trust Deposit by deleting the transactions from the client's Liability account in QuickBooks Online. Once the changes are made, the balance will be updated in LeanLaw.
If a Trust Deposit was made incorrectly, navigate to Quickbooks Online to delete the deposit.
Note: This require access to the firm’s QuickBooks Online account.
1. Open the Chart of Accounts
In Settings (⚙), select Chart of Accounts:
2. Find the Liability Account
Under the Chart of Accounts, find the liability account associated with the Trust Deposit and select View Register:
3. Locate the Trust Deposit
In the Client/Company chart, select the Trust Deposit:
4. Delete the Deposit
Verify the transaction is the deposit you are looking to delete, select Delete.
5. Verify Deletion, Select Yes
Once this action is completed, it can not be undone.
Note: Refresh the LeanLaw web page to see the changes reflected for the payment.