All Collections
QuickBooks Online Support, Education and how LeanLaw Integrates.
How To: Move Liability Transactions between Client/Matter When Switching to Matter-Accounting
How To: Move Liability Transactions between Client/Matter When Switching to Matter-Accounting

Reorganizing your liability accounts from Matter-based billing to Client-based accounting

Jay Sanchez avatar
Written by Jay Sanchez
Updated over a week ago

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. 

Did this answer your question?