Frequently asked questions and support documentation for TrustBooks

• Logging Into TrustBooks
• Adding New Attorneys
• Logging Out of TrustBooks
• Changing Your Email Address
• Change Your Firm Settings
• Changing Your Password
• How to Change Your Email Address
• Resetting a Forgotten Password

• Allow Online Banking Integration
• Daily Workflow When Importing Banking Transactions
• Update Your Banking Credentials in TrustBooks
• Integrate Your Credit Card with TrustBooks
• Disassociate a Linked Bank Account

• 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

• Importing Clio Withdrawals
• Import Closed Matters from Clio
• Importing Clio Deposits
• Ignoring Clio Payments
• Show Ignored Clio Matters
• Ignoring Clio Deposits
• Ignoring Synchronized Clio Matters

• Get Client Balances as of a certain date in Clio
• Syncing with Clio
• Importing Synchronized CLIO Clients and Matters
• Deauthorize the CLIO Integration
• Change Your Import Date from CLIO

• 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

• Chart of Accounts
• Trial Balance
• General Ledger
• Balance Sheet
• Profit & Loss Statement

• Import Trust Account Transactions from an Excel Spreadsheet
• Import Operating Transactions
• Import a Matter List
• Import a Payee List
• Import a Chart of Accounts

• Create a Journal Entry
• Create a Memorized Journal Entry
• Using a Memorized Journal Entry

• Recording a Returned Deposited Check
• Check Stock that is Compatible with TrustBooks
• 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
• Void Option Missing on Edit Withdrawal

• Import Operating Bank Deposits
• Manually Enter Credit Card Transactions
• Add an Account to your Chart of Accounts
• Add a New Operating Bank Account
• Import Operating Bank Payments
• View Your Chart of Accounts

• 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

• Creating a New Payee
• Editing a Payee
• Archiving a Payee
• Creating Payee Prefill Rules
• View Payee Prefill Rules

• Import Closed Matters from Practice Panther
• Import PracticePanther Matters
• Import PracticePanther Deposits
• Ignore Synchronized Practice Panther Matters
• Ignore Practice Panther Payments
• Importing Practice Panther Payments
• Show Ignored PracticePanther Matters
• Ignore PracticePanther Deposits

• How to onboard your Trust Account and Operating Account in TrustBooks using PracticePanther
• How to Sync with PracticePanther
• How to Get Client Balances as of a Certain Date in PracticePanther
• How to Change Your Import Date from PracticePanther
• How to Deauthorize PracticePanther

• Reviewing Completed Reconciliations
• General Workflow Procedures - Trust Account

• Adding a User
• Edit User Permissions & Roles
• Managing User Accounts
• Deleting User Accounts

• Synchronizing TrustBooks with LawPay
• Delete a Quick Bill
• Importing Synchronized LawPay Transactions
• Ignoring Synchronized LawPay Transactions
• How to Deauthorize LawPay
• Change Your Import Date for LawPay
• Sending a Quick Bill
• Managing Quick Bill

• Editing a Matter
• Creating a New Client or Matter
• Deleting a Client
• How to Move Transactions Between Clients and Matters
• Archiving a Matter
• Clients and Matters Update Explained
• Unarchiving Matters
• How to Move Matters Between Clients
• Showing Archived Matters
• Editing a Client

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• 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

• 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

• Creating a Custom Voucher Template
• Printing Checks
• Processing Withdrawals
• Voiding a Withdrawal
• Transferring Money Between Trust Accounts
• Understanding Payee Names on Checks
• How to Remove Checks off the Print Check Page
• Deleting a Withdrawal
• Editing a Withdrawal
• Re-Printing a Check

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• Printing a Matter Ledger
• Exporting Your Data Out of TrustBooks
• Using Month-End Reports
• Printing a List of All Active Matters
• Running Custom Reports
• How to Export a 1099 Report
• How to Print Selected Matter Ledgers
• Exporting a List of Active Matters
• Printing Custom Reports

• How to Record Interest
• Adding a New Trust Account
• Viewing Trust Account Activity
• Accessing the Trust or Operating Account Ledger
• Handling Third-Party Payment Errors in Your Trust Account
• Archiving a Trust Account
• Renaming a Trust Account
• Unarchiving a Trust Account