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