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.

In Settings (⚙), select Chart of Accounts:

Under the Chart of Accounts, find the liability account associated with the Trust Deposit and select View Register:

In the Client/Company chart, select the Trust Deposit:

Verify the transaction is the deposit you are looking to delete, select Delete.

Once this action is completed, it can not be undone.

Note: Refresh the LeanLaw web page to see the changes reflected for the payment.

What's Next?

How To: Record A Trust Deposit