How to change your import date from PracticePanther

Overview: This article will walk you through the steps on how to change your Import From date for PracticePanther in TrustBooks. 

Note: You must be synchronized with PracticePanther. Here are the steps to Synchronize your Practice Panther account with TrustBooks:

How to sync with PracticePanther - TrustBooks Knowledge Base

Step 1. Start on the Dashboard Page and select MISCELLANEOUS and Manage Integrations 

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

Step 3. On the MANAGE PRACTICEPANTHER INTEGRATION page select the small blue trashcan next to the TrustBooks Bank Account

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

Step 5. This will remove the link and you can now select the PracticePanther Bank Account and the Import From Date 

Step 6. Select Link Accounts