Frequently asked questions and support documentation for TrustBooks

• Updating Your Credit Card Info
• Managing User Accounts
• Changing Your Password
• Changing Your Firm's Settings
• Deleting User Accounts
• Resetting a Forgotten Password
• Adding New Attorneys
• Logging Into TrustBooks
• Adding a User
• Logging Out of TrustBooks

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• Synchronizing TrustBooks with Clio
• Importing Synchronized Clio Matters
• Importing Clio Payments
• Ignoring Synchronized Clio Matters
• Importing Clio Deposits
• Ignoring Clio Deposits
• Ignoring Clio Payments
• How to get Client Balances as of a certain date in Clio
• Managing funds assigned directly to a client in Clio
• Reimporting Clio Matters and Transactions

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• Entering Deposits
• Deleting Deposits
• Editing a Deposit

• Synchronizing TrustBooks with LawPay
• Importing Synchronized LawPay Transactions
• Ignoring Synchronized LawPay Transactions

• Creating a New Matter
• Archiving Matters
• Printing a Matter Ledger
• Deleting a Matter
• Printing a List of All Active Matters
• Unarchiving Matters
• Showing Archived Matters
• Searching Matter List
• Hiding Archived Matters
• Editing a Matter

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• Onboarding in TrustBooks

• Perform a Trust Reconciliation
• Uploading Bank Statements
• Deleting a Reconciliation
• Printing a Three Way Trust Reconcillation
• Digitally Signing Trust Reconcilations
• Printing a Detailed Trust Reconcillation
• Pausing a Reconciliation to Complete it Later
• Adding a Deposit or Payment to a Reconciled Period
• Performing Quarterly Review

• Processing Payments
• Printing Checks
• Voiding a Payment
• Creating a New Payee
• Adding Payees
• Creating Custom Voucher Template
• Re-printing a Check
• Transferring Funds between Matters
• Editing a Payment
• Deleting a Payment

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• Using Month End Reports
• Exporting Your Data Out of TrustBooks
• Running Custom Reports
• Receiving Automatic Matter Notifications
• Printing Custom Reports

• Viewing Trust Account Activity
• Adding a New Trust Account
• Archiving a Trust Account
• Renaming a Trust Account
• Unarchiving a Trust Account