TrustBooks Knowledge Base
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Integrations
Deposits
Operating Account
Optional Features
User Account Management
Payees
Importing Data from a Spreadsheet
Bank Feeds
Setup 3rd Party Integrations
Miscellaneous
Billing
Clio-Importing Data
Journal Entry
PracticePanther Setup
PracticePanther Importing Data
Account Settings
Clio-Setup
LawPay
Matters
Onboarding
Reconciliations
Payments
Reporting
Trust Accounts
Frequently asked questions and support documentation for TrustBooks
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Account Settings
Adding New Attorneys
Logging Into TrustBooks
Logging Out of TrustBooks
Changing Your Email Address
Changing Your Password
Change Your Firm Settings
Resetting a Forgotten Password
How to Change Your Email Address
Bank Feeds
Daily Workflow When Importing Banking Transactions
How to Update Your Banking Credentials in TrustBooks
Allow Online Banking Integration
How to Disassociate a Linked Bank Account
Billing
How to Adjust Your Plan to Include the Operating Account
How to Cancel Your Subscription
Updating Your Credit Card Info
How to Adjust Your Plan to Include the NC Quarterly Review Feature
How to Adjust Your Plan to Tier 3 Team Plan
Clio-Importing Data
Importing Clio Payments
How to Import Closed Matters from Clio
Ignoring Clio Payments
Importing Clio Deposits
How to Show Ignored Clio Matters
Ignoring Clio Deposits
Ignoring Synchronized Clio Matters
Clio-Setup
How to Sync with Clio
How to get Client Balances as of a certain date in Clio
Importing Synchronized CLIO Clients and Matters
How to Change Your Import Date from CLIO
How to Deauthorize CLIO
Deposits
Transferring Funds Between Clients
Editing a Deposit
How to Transfer Earned Fees to Your Operating Account
Transferring Funds Between Bank Accounts
Entering Deposits
Deleting Deposits
Importing Data from a Spreadsheet
How to Import a Chart of Accounts
How to Import Trust Account Transactions from an Excel Spreadsheet
How to Import Operating Transactions
How to Import a Payee List
How to Import a Matter List
Journal Entry
How to Create a Journal Entry
How to Use a Memorized Journal Entry
How to Create a Memorized Journal Entry
Miscellaneous
How to Handle a Returned Deposited Check
Performing an NC Quarterly Review
How to Share Your Screen Using Zoom
How to Get Check Stock that is Compatible with TrustBooks
My Client has Funds but I am Receiving an Error When Processing a Payment
Operating Account
How to Import Operating Bank Deposits
How to Import Operating Bank Payments
How to Add an Account to your Chart of Accounts
How to View Your Chart of Accounts
How to Add a New Operating Bank Account
How to Manually Enter Credit Card Transactions
How to Import Operating Bank Payments
Optional Features
Receiving Automatic Matter Notifications
How to Allow Amounts from Multiple Matters to be Included on a Single Payment
How to Allow Matter Balances to go into the Negative
How to Turn the Onboarding Section Back On
How to Show Client Name on the Memo Line of a Payment
Payees
Editing a Payee
Creating a New Payee
How to Create Payee Prefill Rules
Archiving a Payee
How to View Payee Prefill Rules
PracticePanther Importing Data
How to Import Closed Matters from Practice Panther
How to Ignore Synchronized Practice Panther Matters
Importing Practice Panther Payments
How to Import PracticePanther Deposits
How to Show Ignored PracticePanther Matters
How to Ignore PracticePanther Deposits
How to Ignore Practice Panther Payments
How to Import Synchronized PracticePanther Matters
PracticePanther Setup
How to onboard your Trust Account and Operating Account in TrustBooks using PracticePanther
How to Sync with PracticePanther
How to Deauthorize PracticePanther
How to Change Your Import Date from PracticePanther
User Account Management
Managing User Accounts
Deleting User Accounts
How to Edit Users Permissions & Roles
Adding a User
LawPay
Importing Synchronized LawPay Transactions
Sending a Quick Bill
Synchronizing TrustBooks with LawPay
Managing Quick Bill
Ignoring Synchronized LawPay Transactions
How to Deauthorize LawPay
How to Change Your Import Date for LawPay
How to Delete a Quick Bill
Matters
How to Move Transactions Between Clients and Matters
Clients and Matters Update Explained
How to Move Matters Between Clients
Creating a New Client or Matter
How to Archive a Matter
Showing Archived Matters
Deleting a Client
Unarchiving Matters
Searching Client & Matter List
Editing a Client
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Onboarding
Onboarding Your Trust Account in TrustBooks
How to Onboard Your Firm Operating Account
Onboarding Your Trust Account in TrustBooks Using Clio
Onboarding Your Trust Account Using PracticePanther
Reconciliations
Uploading Bank Statements
Deleting a Reconciliation
Perform a Trust Reconciliation
Digitally Signing Trust Reconciliations
Printing a Three Way Trust Reconciliation
How to Edit a Transaction in a Reconciled Period
Adding a Deposit or Payment to a Reconciled Period 2
Pausing a Reconciliation to Complete Later
Printing a Detailed Trust Reconciliation
Payments
Processing Payments
Printing Checks
Creating a Custom Voucher Template
Voiding a Payment
Editing a Payment
Transferring Money Between Trust Accounts
Deleting a Payment
Re-Printing a Check
Understanding Payee Names on Checks
How to Remove Checks off the Print Check Page
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Reporting
Running Custom Reports
Printing a Matter Ledger
How to Print Selected Matter Ledgers
Exporting Your Data Out of TrustBooks
Exporting a List of Active Matters
Printing a List of All Active Matters
How to Export a 1099 Report
Using Month-End Reports
Printing Custom Reports
Trust Accounts
Adding a New Trust Account
How to Record Interest
Handling Third-Party Payment Errors in Your Trust Account
Viewing Trust Account Activity
Accessing the Trust or Operating Account Ledger
Unarchiving a Trust Account 2
Archiving a Trust Account
Renaming a Trust Account