BQE Knowledgebase

Issue with sending client retainer from BillQuick to QuickBooks

Problem: When sending a client retainer from BillQuick to QuickBooks, retainer deposits are posted to the incorrect account.

Cause: QuickBooks posts the deposit to a specific account if the item is of Payment type.

Solution: In order to change the deposit account in QuickBooks, do the following: 

1. In QuickBooks, go to the List menu > Item List.  

2. Find BQRetainerPayment from the list. Right click on this option and select Edit Item.

3. In the Deposit To column on the Edit Item screen, select the correct account from the drop-down list. 

4. Click OK.

Note: You can post the retainer payment to a Trust Fund Account, which is a separate bank account for retainers. 

For more details, please check out this video:

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Last Updated
12th of December, 2016


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