How to import PracticePanther Deposits

Overview

This tutorial will walk you through the steps to import PracticePanther deposits into TrustBooks.

Steps

1. Start on the Dashboard Page.

2. Click the Import Practice Panther Deposits link under the Deposits section.

3. Select the box next to the deposits you want to import. You can select all deposits on this page by clicking the box next to deposit. 

Note: If you you are importing a Transfer in to TrustBooks from Practice Panther it will show the transfer to and from. Select the transaction and import it in the same way you would a normal deposit.

4. Click the green "Import Selected Transactions" button.