TrustBooks Knowledge Base
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Frequently asked questions and support documentation for TrustBooks
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Account Settings
Updating Your Credit Card Info
Managing User Accounts
Changing Your Firm's Settings
Changing Your Password
Deleting User Accounts
Adding New Attorneys
Resetting a Forgotten Password
Logging Into TrustBooks
Logging Out of TrustBooks
Clio
Synchronizing TrustBooks with Clio
Importing Synchronized Clio Matters
Ignoring Synchronized Clio Matters
LawPay
Synchronizing TrustBooks with LawPay
Importing Synchronized LayPay Transactions
Ignoring Synchronized LawPay Transactions
Matters
Creating a New Matter
Archiving Matters
Printing a Matter Ledger
Emailing Client Matters Ledgers
Printing a List of All Active Matters
Unarchiving Matters
Showing Archived Matters
Searching Matter List
Hiding Archived Matters
Onboarding
Onboarding Existing Trust Accounts to TrustBooks
Uploading Bank Statements
Reconciliations
Perform a Trust Reconciliation
Digitally Signing Trust Reconcilations
Printing a Three Way Trust Reconcillation
Deleting a Reconciliation
Printing a Detailed Trust Reconcillation
Pausing a Reconciliation to Complete it Later
Payments and Deposits
Processing Payments
Printing Checks
Entering Deposits
Deleting Deposits
Voiding a Check
Adding Payees
Creating a New Payee
Reporting
Using Month End Reports
Running Custom Reports
Exporting Your Data Out of TrustBooks
Receiving Automatic Matter Notifications
Printing Custom Reports
Trust Accounts
Viewing Trust Account Activity
Adding a New Trust Account
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