TrustBooks Knowledge Base
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Account Settings
Clio
Integrations
Optional Features
Operating Account
Deposits
User Account Management
Payees
Importing Data from a Spreadsheet
Bank Feeds
LawPay
Matters
Onboarding
Reconciliations
Payments
Reporting
Trust Accounts
Frequently asked questions and support documentation for TrustBooks
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Account Settings
Updating Your Credit Card Info
Changing Your Password
Changing Your Firm's Settings
Adding New Attorneys
Resetting a Forgotten Password
How to Change Your Email Address
Changing Your Email Address
Bank Feeds
Allow online banking integration
How to disassociate a linked bank account
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
How to Sync with Clio
Managing funds assigned directly to a client in Clio
Deposits
Entering Deposits
Deleting Deposits
Editing a Deposit
Transferring Funds between Matters
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 a Matter List
Operating Account
How to onboard your Firm Operating Account
How to Add an Account to your Chart of Accounts
How to Import your Chart of Accounts
How to add a new Operating Bank Account
Optional Features
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
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
Matters
Creating a New Matter
Archiving Matters
Deleting a Matter
Unarchiving Matters
Showing Archived Matters
Searching Matter List
Hiding Archived Matters
Editing a Matter
Onboarding
Onboarding in TrustBooks
Reconciliations
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
Payments
Processing Payments
Printing Checks
Voiding a Payment
Creating Custom Voucher Template
Re-printing a Check
Editing a Payment
Deleting a Payment
Voiding a Check
Transferring money between Trust Accounts
Reporting
Using Month End Reports
Printing a Matter Ledger
Exporting Your Data Out of TrustBooks
Printing a List of All Active Matters
Running Custom Reports
Receiving Automatic Matter Notifications
Printing Custom Reports
How to export a 1099 Report
Exporting a list of Active Matters
Trust Accounts
Viewing Trust Account Activity
Adding a New Trust Account
Archiving a Trust Account
Renaming a Trust Account
Unarchiving a Trust Account
Handling 3rd party payment errors in your trust account
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