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Reply to Bank Reconciliation of Trust Account     
Old 05-23-2017, 05:01 PM   #1
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Join Date: Aug 2010
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State: dev1nsan is an Insurance Agent from California
Bank Reconciliation of Trust Account Bank Reconciliation of Trust Account
I own an independent personal lines agency and I wanted to see what everyone is using to do bank reconciliations with your trust account. We take a lot of cash payments for monthly payments and new business and it's gotten to a point where we really need some kind of automation system. We use an agency management system so we can transfer all the transactions to csv file, basically I'm looking for a software that will match the transactions from our management system with those from the bank.
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Old 05-25-2017, 02:43 PM   #2
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Join Date: May 2017
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State: InsTech is an Insurance Agent from
Bank Reconciliation of Trust Account Re: Bank Reconciliation of Trust Account
Possible with premium trust accounting system inside management system that integrates with Quickbooks.

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Last edited by InsTech; 05-25-2017 at 03:07 PM.
  Reply With Quote to Bank Reconciliation of Trust Account
Old 06-08-2017, 12:27 PM   #3
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Join Date: Feb 2013
Posts:82
State: jtmgolf00 is an Insurance Agent from Massachusetts
Bank Reconciliation of Trust Account Re: Bank Reconciliation of Trust Account
QuikFuzion has a Trust report built into it's accounting - no need for QB (as always I mention that I had done some consulting work for them)
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