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Is it Possible to Print a Cheque in Quickbooks after Trust Funds are Applied Against a Bill?

Question:

  • Is it Possible to Print a Cheque in Quickbooks after Trust Funds are Applied Against a Bill?

Environment:

  • Clio Manage
  • Quickbooks Online

Additional Information:

  • n/a

Procedure:

No, trust funds having been applied against a bill will not be able to utilize the cheque printing feature. If you would like to print a cheque to transfer the funds from your Trust to your Operating account that will be applied against a bill, the Bill payment in Clio will need to be recorded as a direct payment and the funds in the Trust Account must be Disbursed to opt into the cheque printing feature. 

 

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