FAQs

How To Disburse Funds from Trust [FAQ]

Learn how to pay funds out of a Trust Account, via QuickBooks Online

Written by Sarah Rodi
Updated over a week ago

How To Use Undeposited Funds For Deposits In QuickBooks Online [FAQ]

Why use undeposited funds for deposits in QuickBooks Online?

Written by Sarah Rodi
Updated over a week ago

How To Enable and Set Up Evergreen Trust Retainers

What is an Evergreen Retainer? Learn how to set up Evergreen Retainers, a convenient LeanLaw feature.

Written by Sarah Rodi
Updated over a week ago

How To Set Up And Deposit Client Retainers [FAQ]

How to set up and deposit lump sum payments.

Written by Sarah Rodi
Updated over a week ago

How To: Pay An Invoice With Trust With LeanLaw [FAQ]

How To Make a Trust Payment in LeanLaw

Written by Sarah Rodi
Updated over a week ago

How To: Record A Trust Deposit in LeanLaw [FAQ]

Learn how to record a trust deposit in LeanLaw.

Written by Sarah Rodi
Updated over a week ago

How To Change The Retainer Information Memo [FAQ]

How do I change the retainer information in the invoice memo?

Written by Sarah Rodi
Updated over a week ago

Why do Certain Clients and Matters not Appear in the List of Trust Accounts?

The client or matter does not show up on the list of trust accounts in LeanLaw ($0 balance)

Written by Chase Sullivan
Updated over a week ago

Generate a list of all trust deposits

How to create a report showing all trust deposits, by date, client, and amount

Written by Chase Sullivan
Updated over a week ago

Why does LeanLaw show that the invoice was already paid with trust before I paid it? [FAQ]

The invoice may show you paid with trust before you actually did.

Written by Sarah Rodi
Updated over a week ago

How To Edit Trust Deposits [FAQ]

Learn how to edit a trust deposit.

Written by Sarah Rodi
Updated over a week ago

How to undo a trust payment [FAQ]

Learn how to undo a trust payment

Written by Sarah Rodi
Updated over a week ago

How to edit a trust payment [FAQ]

Learn how to edit a trust payment

Written by Sarah Rodi
Updated over a week ago

How To Move Trust Funds To a Different Client or Matter [FAQ]

How to move trust funds from one trust account to another.

Written by Sarah Rodi
Updated over a week ago

Trust reporting in LeanLaw [FAQ]

Find out how to generate a trust report to send to your clients.

Written by Sarah Rodi
Updated over a week ago

How do I Undo a Trust Deposit? [FAQ]

Learn how to undo the trust deposit you made in LeanLaw by deleting the deposit in QuickBooks.

Written by Sarah Rodi
Updated over a week ago