Deleting Deposits


This tutorial will walk you through the steps to enter a delete a deposit in TrustBooks.


  1. In the upper right corner of your dashboard to type the client name into the Search Bar:

  1. The View Clients and Matters List will be displayed for the searched name. Click on the Client's Name with a deposit you wish to delete:

  1. The Client's Ledger will be displayed. Click anywhere on the deposit you wish to delete:

  1. Click the Delete button.

For Deposits containing multiple transactions, select the box to the left of the transactions you wish to delete, then select the Delete Selected button:

  1. A confirmation will pop-up. Click OK to finish deleting the deposit.