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How do I find the trust balances by client in Quickbooks Online?
How do I find the trust balances by client in Quickbooks Online?

Trust balances by client in Quickbooks Online.

David avatar
Written by David
Updated over a week ago

Quickbooks syncs the trust balances into the trust liability account. 

Follow the steps bellow to pull up your balance sheet, with the trust balances by client in Quickbooks online. 


1) Click on the "Reports" tab, and select "Balance Sheet".


2) Click on the "Display columns by" dropdown, and select "Customers". Then click on "Run report".

What happens now? 

Quickbooks will generate a report displaying the total trust balances by client. 


Enjoy! 

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