Printing a Three Way Trust Reconciliation


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


  1. From the Navigation Pane, select RECONCILIATIONS.

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

3. This will open View Reconciliations page. Select the Three Way Reconciliation Report (blue text) you would like to print.

Three-way trust reconciliations are automatically generated on this page each month when you complete a bank reconciliation.
  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.
If you encounter a time-out, turn off your pop-up blockers so that your report can generate.

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

Depending on your Internet browser settings the PDF may just download within the existing window versus opening in another window.
  1. Print your PDF to your printer. This step to print could vary depending on the printing software being used.