Three Way Trust Reconciliation Demonstration in QuickBooks Online

This video is a demonstration of a three way reconciliation for attorneys. 0:00 Intro/background information 1:54 Account setup in this example scenario 2:37 Reconciliation overview 3:27 Step 1 regular reconciliation demonstration 4:52 Step 2 reconcile retainer balances 6:25 Troubleshooting when it doesn't reconcile 9:05 Report Disclaimer: This video is not intended to replace advice from your CPA or tax preparer.

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