Printing a Detailed Trust Reconciliation


This tutorial will walk you through the steps to print a detailed trust reconciliation in TrustBooks.


  1. From the Navigation Pane, select RECONCILIATIONS.

  1. Select View Reconciliations under the Reconciliations drop-down menu.

  1. This will open View Reconciliations page. Select the folder icon under Detailed Reconciliation Report for the month you would like to print.  

  1. The Downloads box will pop-up on your screen showing the reconciliation as a pdf. Click Open File on the pdf to view it.
Depending on your Internet browser settings the PDF may just download within the existing window versus opening in another window.

The pdf of the Detailed Reconciliation report will open in a new window:

  1. Print your PDF to your printer. This step to print could vary depending on the printing software being used.