Done correctly, IOLTA trust accounting in QuickBooks gives a personal injury firm a clean, audit-ready trust system without expensive specialty software. Done incorrectly, it creates exactly the kind of mess that triggers a Rule 1.15 problem. The difference is entirely in the setup. QuickBooks can track every deposit and disbursement by client, keep a running balance for each client, and support the monthly three-way reconciliation the State Bar expects — but only if the acco
