How to change your import date for LawPay

Overview: This article will walk you through the steps to change your import date for LawPay in TrustBooks. 

Note: You must be synchronized with LawPay if you are not here are the steps to complete How to Synchronize with LawPay

Step 1. On the Dashboard page select MISCELLANEOUS and Manage Integrations

Step 2. On the MANAGE INTEGRATIONS page select Manage LawPay Sync 

Step 3. On the MANAGE LAWPAY INTEGRATION page select the small blue trash can next to the name of the TrustBooks Bank Account 

Step 4. Select Yes, REMOVE from the pop up window 

Step 5. You will now see that the link has been removed and you can reselect the LawPay Bank Account and change your Import From Date

Step 6. Select LINK ACCOUNTS