Printing a Three Way Trust Reconciliation
This tutorial will walk you through the steps to print a three-way trust reconciliation in TrustBooks.
- From the Navigation Pane, select RECONCILIATIONS.
- 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.
- The Downloads box will pop-up on your screen showing the reconciliation as a pdf. Click Open File on the pdf to view it.
The pdf of the Three Way Reconciliation report will open in a new window:
- Print your PDF to your printer. This step to print could vary depending on the printing software being used.