Note: If you're interested in simply moving funds from one liability accounts, check out our article on that here
If you find a Client's Trust fund that has incorrectly received funds (or you're transitioning from Matter based billing to Client based billing), you'll want to move the funds.
We want to move liability funds from a Client's matter sub-account to Client's account. To start, navigate to the Matter sub-account, and double-click to open it up.
Once in, double-click the transaction and click Edit
You'll be taken to a journal entry of the deposit. Go ahead and change the account receiving the funds, as show in the selected field below.
Remap to the Client's trust account, and save the entry. Do this for all transactions in each Matter.