Accessing the Trust or Operating Account Ledger

You can access the ledger of the account you want to view by clicking on the name of the bank account or the balance in blue on the Dashboard. 

This will open up your ledger. This gives you an overall view of the activity within your account, starting with the most recent transactions.

You can also export or print a .pdf version of the account you are wanting through the REPORTS tab and Build Trust or Operating Reports.

You can choose the filters you are wanting. If you don’t choose any filters, it will bring back all the data in that account ledger. 

Here are more detailed steps for building custom reports within TrustBooks:

Running Custom Reports - TrustBooks Knowledge Base