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May 28, 2020
Question

Is there a way to assign transactions in a trust account to specific customers/accounts numbers?

  • May 28, 2020
  • 1 reply
  • 1 view
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1 reply

JenoP
QuickBooks Team
May 28, 2020

Hi there, aidin1.

 

Both journal entries and bank deposit will let you associate a customer transaction to a trust account. Use these articles as a guide on how you can record it: 

 

However, if the trust account is a form of an advanced deposit, follow the steps in this article on how you can properly track this type of transaction: Record a retainer or deposit

 

Let me know if you need anything else.