Trust listings
Client-by-client trust balances, reconciled against your trust liability and trust bank totals.
Trust-related migration records deserve extra care.
Client trust funds are not firm money, and the records that track them carry obligations a generic import can’t see. When trust-related data is part of a migration, it gets a careful, reviewed process — never a silent bulk post.
Please note: Cutovr is a migration service, not your compliance authority. Your firm should rely on its own accountant, bookkeeper, and compliance or bar-association advisor to determine your trust accounting obligations and to confirm that any migrated setup meets them. Nothing on this page is legal, accounting, or compliance advice.
What we look at with trust-related records
Trust ledger detail
The underlying activity that supports each balance, kept traceable through the move.
Trial balance reports
Used to check that trust liability and trust bank figures agree before and after.
Client & matter records
So trust balances stay tied to the right client and matter in QuickBooks.
Why professional review matters
QuickBooks Online is a general accounting platform, not a legal-specific trust system. Trust balances can be represented and reconciled within it, but how they should be structured depends on your jurisdiction and your firm’s policies. That is a judgment for your accountant or compliance advisor — not something a migration should decide for you.
- Reconciled, not assumed. Trust figures are checked against liability and bank totals rather than posted on faith.
- Reviewed before it posts. Trust-related entries are surfaced for review; nothing lands silently.
- Traceable afterward. Entries carry context so your reviewer can follow them back to the source.
Cutover planning
We plan trust-related steps around your switchover date so balances agree at the moment you go live, and so your compliance reviewer can sign off on the result. We scope this with you on the discovery call rather than assuming a one-size-fits-all approach.
For the wider picture, read the complete PCLaw to QuickBooks Online migration guide or the PC Law to QuickBooks migration service.
Keep reading
Explore the rest of the guide.
The complete PCLaw → QuickBooks guide
What moves, why legal migrations differ, timelines, and the questions to ask.
PC Law to QuickBooks migration
The done-for-you service for firms ready to move off PC Law.
Law firm accounting migration
Moving legacy legal accounting data into modern cloud workflows.
For partners & vendors
A migration partner for legal software vendors and implementation teams.
PC Law reports you need first
Which reports to prepare before a QuickBooks migration, explained plainly.
Ready when you are
Talk through your trust-related records with us.
Book a discovery call. We’ll review your reports and plan a careful cutover — then quote it.
Questions before you book? Contact support.