Deleting a 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. The View Reconciliations page is displayed. Select the blue text of the reconciliation you would like to delete.

  1. Select the Delete Reconciliation button below the reconciliation summary in the top right of the screen:

  1. A pop-up warning window is displayed. Click CONFIRM to confirm deleting the reconciliation.