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How To Generate A Client Trust Balance Report In QBO

Objective:

  • ... Generate a Trust Balance Report in QBO for a specific Client.

Environment:

  • ... Quickbooks Online

Additional Information:

  • n/a

Procedure:

Client Trust Balance Reporting for QuickBooks Online
  1. Step 1 - Go to REPORTS > ACCOUNTANT REPORTS.
  2. Step 2 - Choose the Transaction Detail by Account report, and then CUSTOMIZE.
  3. Step 3 - Under General set the Transaction date to All Dates.
  4. Step 4 - Under Rows/Columns set Group by to Customer.
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