Construction Trust Accounts QuickBooks® Desktop *Cancelled*

October 21, 2020 3:00 PM - 5:00 PM (CDT)


• Setting up a liability account in QuickBooks® to track the retainer from each separate client/project • Receiving a retainer-deposit from each client/project through a Sales Receipt • Paying client/project expenses using the retainer-deposit, detailing, direct and indirect costs with supporting documentation • Using the retainer-deposit received by turning it into a credit on an invoice and receive it like a payment • Running a report to verify what the balance is for each client/project on all your trust accounts


Greater Houston Builders Association | GHBA

9511 W Sam Houston Pwky N, Houston, TX, 77064, United States

Contact Information

Greater Houston Builders Association | GHBA
Name: Peggy Means
Phone: (281) 664-1431
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