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
Changing Your Password
Changing Your Firm's Settings
Resetting a Forgotten Password
Adding New Attorneys
How to Change Your Email Address
Changing Your Email Address
Bank Feeds
Allow online banking integration
How to disassociate a linked bank account
Daily work flow when importing banking transactions
How to update your banking credentials in TrustBooks
Billing
Updating Your Credit Card Info
How to adjust your plan to include the Operating Account
How to cancel your subscription
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
Importing Clio Deposits
Ignoring Synchronized Clio Matters
Ignoring Clio Deposits
Ignoring Clio Payments
How to import Closed Matters from Clio
How to show Ignored Clio Matters
Clio-Setup
Importing Synchronized Clio Matters
How to Sync with Clio
How to get Client Balances as of a certain date in Clio
Managing funds assigned directly to a client in Clio
How to change your import date from CLIO
How to Deauthorize Clio
Deposits
Entering Deposits
Deleting Deposits
Transferring Funds between Matters
Editing a Deposit
How to Transfer Earned Fees To Your Operating Account
Transferring Funds Between Bank Accounts
Importing Data from a Spreadsheet
How to import Trust Account Transactions from an Excel Spreadsheet
How to import Operating Transactions
How to import a Matter List
How to import a Chart of Accounts
How to import a Payee List
Journal Entry
How to create a Journal Entry
How to create a Memorized Journal Entry
How to use a Memorized Journal Entry
Miscellaneous
Performing a NC Quarterly Review
How to handle a returned deposited check
My client has funds but I am receiving an error when processing a payment
How to get Check Stock that is compatible with TrustBooks
How to share your screen using Zoom
Operating Account
How to Add an Account to your Chart of Accounts
How to add a new Operating Bank Account
How to Import your Chart of Accounts during Onboarding
How to manually enter credit card transactions
How to view your Chart of Accounts
How to Import Operating Bank Deposits
How to Import Operating Bank Payments
Optional Features
Receiving Automatic Matter Notifications
How to allow matter balances to go into the negative
How to turn Onboarding section back on
How to allow amounts from multiple Matters to be included on a single payment
How to show Client name on the Memo line of a Payment
Payees
Creating a New Payee
Editing a Payee
Archiving a Payee
How to create Payee Prefill Rules
How to View Payee Prefill Rules
PracticePanther Importing Data
How to import synchronized PracticePanther Matters
Importing PracticePanther Payments
How to ignore PracticePanther Payments
How to import PracticePanther Deposits
How to ignore PracticePanther Deposits
How to show ignored PracticePanther Matters
How to ignore synchronized PracticePanther Matters
How to import closed matters from Practice Panther
PracticePanther Setup
How to sync with PracticePanther
How to onboard your Trust Account and Operating Account in TrustBooks using PracticePanther
How to change your import date from PracticePanther
How to get Client Balances as of a certain date in PracticePanther
How to Deauthorize PracticePanther
User Account Management
Managing User Accounts
Deleting User Accounts
Adding a User
How to edit Users Permissions and Roles
LawPay
Synchronizing TrustBooks with LawPay
Importing Synchronized LawPay Transactions
Ignoring Synchronized LawPay Transactions
How to Delete a Quick Bill
Sending a Quick Bill
Managing Quick Bill
How to Deauthorize LawPay
How to change your import date for LawPay
Matters
Creating a New Matter
Archiving Matters
Deleting a Matter
Unarchiving Matters
Showing Archived Matters
Searching Matter List
Editing a Matter
How to merge together two Matters
How to move a transaction between Matters
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
Perform a Trust Reconciliation
Uploading Bank Statements
Deleting a Reconciliation
Printing a Three Way Trust Reconciliation
Digitally Signing Trust Reconciliations
Printing a Detailed Trust Reconciliation
Adding a Deposit or Payment to a Reconciled Period
Pausing a Reconciliation to Complete it Later
How to edit a transaction in a reconciled period
Payments
Printing Checks
Processing Payments
Creating Custom Voucher Template
Voiding a Payment
Re-printing a Check
Deleting a Payment
Editing a Payment
Transferring money between Trust Accounts
Understanding payee names on checks
How to remove Checks off the Print Check Page
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Reporting
Using Month End Reports
Printing a Matter Ledger
Exporting Your Data Out of TrustBooks
Running Custom Reports
Printing a List of All Active Matters
Printing Custom Reports
Exporting a list of Active Matters
How to export a 1099 Report
How to print selected matter ledgers
Trust Accounts
Viewing Trust Account Activity
Adding a New Trust Account
Archiving a Trust Account
Renaming a Trust Account
Handling 3rd party payment errors in your trust account
Unarchiving a Trust Account
How to record Interest
Accessing the Trust or Operating Account Ledger