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Finance Connect
Trust Accounting with Project Funds

Articles in this section

Trust Accounting with Project Funds
Using the Finance Connect Dashboard & Project Funds on contingency projects
Disbursements Feature Walkthrough
Walkthrough of Disbursements Feature
Adding opening balance to project funds manually
Configuration details needed for Disbursements or QuickBooks Accounting

Trust Accounting with Project Funds

Zac Meyer

February 01, 2026 20:50 Updated

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Using the Finance Connect Dashboard & Project Funds on contingency projects
Walk through of Trust Account functionality
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Adding opening balance to project funds manually
Configuration details needed for Disbursements or QuickBooks Accounting

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