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
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
How to Update Your Banking Credentials in TrustBooks
How to Disassociate a Linked Bank Account
Billing
Updating Your Credit Card Info
How to Cancel Your Subscription
How to Adjust Your Plan to Include the Operating Account
How to Adjust Your Plan to Tier 3 Team Plan
How to Adjust Your Plan to Include the NC Quarterly Review Feature
Clio-Importing Data
Importing Clio Payments
How to Import Closed Matters from Clio
Importing Clio Deposits
Ignoring Clio Payments
Ignoring Synchronized Clio Matters
How to Show Ignored Clio Matters
Ignoring Clio Deposits
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 Deauthorize CLIO
How to Change Your Import Date from CLIO
Deposits
Transferring Funds Between Clients
Entering Deposits
How to Transfer Earned Fees to Your Operating Account
Editing a Deposit
Deleting Deposits
Transferring Funds Between Bank Accounts
Importing Data from a Spreadsheet
How to Import Trust Account Transactions from an Excel Spreadsheet
How to Import a Chart of Accounts
How to Import Operating Transactions
How to Import a Matter List
How to Import a Payee List
Journal Entry
How to Create a Memorized Journal Entry
How to Create a Journal Entry
How to Use a Memorized Journal Entry
Miscellaneous
How to Get Check Stock that is Compatible with TrustBooks
How to Handle 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
How to Import Operating Bank Deposits
How to Import Operating Bank Payments
How to Add an Account to your Chart of Accounts
How to Manually Enter Credit Card Transactions
How to Add a New Operating Bank Account
How to Import Operating Bank Payments
How to View Your Chart of Accounts
Optional Features
Receiving Automatic Matter Notifications
How to Allow Matter Balances to go into the Negative
How to Allow Amounts from Multiple Matters to be Included on a Single Payment
How to Turn the Onboarding Section Back On
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 PracticePanther Deposits
How to Import Closed Matters from Practice Panther
How to Ignore Practice Panther Payments
How to Show Ignored PracticePanther Matters
How to Ignore Synchronized Practice Panther Matters
Importing Practice Panther Payments
How to Ignore PracticePanther Deposits
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
How to Get Client Balances as of a Certain Date in PracticePanther
User Account Management
Adding a User
Deleting User Accounts
Managing User Accounts
How to Edit Users Permissions & Roles
LawPay
Synchronizing TrustBooks with LawPay
How to Delete a Quick Bill
Importing Synchronized LawPay Transactions
Ignoring Synchronized LawPay Transactions
How to Deauthorize LawPay
Managing Quick Bill
How to Change Your Import Date for LawPay
Sending a Quick Bill
Matters
Editing a Matter
Deleting a Client
Creating a New Client or Matter
How to Move Transactions Between Clients and Matters
Clients and Matters Update Explained
How to Archive a Matter
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
How to Edit a Transaction in a Reconciled Period
Deleting a Reconciliation
Printing a Three Way Trust Reconciliation
Digitally Signing Trust Reconciliations
Printing a Detailed Trust Reconciliation
Pausing a Reconciliation to Complete Later
Payments
Printing Checks
Processing Payments
Voiding a Payment
Creating a Custom Voucher Template
Editing a Payment
Transferring Money Between Trust Accounts
Deleting a Payment
How to Remove Checks off the Print Check Page
Understanding Payee Names on Checks
Re-Printing a Check
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Reporting
Printing a Matter Ledger
Running Custom Reports
Printing a List of All Active Matters
Exporting Your Data Out of TrustBooks
Exporting a List of Active Matters
Using Month-End Reports
How to Print Selected Matter Ledgers
How to Export a 1099 Report
Printing Custom Reports
Trust Accounts
Adding a New Trust Account
How to Record Interest
Accessing the Trust or Operating Account Ledger
Viewing Trust Account Activity
Handling Third-Party Payment Errors in Your Trust Account
Archiving a Trust Account
Renaming a Trust Account
Unarchiving a Trust Account 2