How to sync with PracticePanther

Overview: This will walk you through the steps to link your account in PracticePanther with TrustBooks. 

Note: In order to integrate please send your PracticePanther username to support@trustbooks.com and we will turn on the feature. 

Step 1. Start on the Dashboard Page and Select MISCELLANEOUS

Step 2. Select Manage Integrations. Select Sync Practice Management Software

Step 3. This will open the Link Services page. Select SYNC

Step 4. This will open up the PracticePanther login page. Enter your PracticePanther Username and Password. Click the green Login button.

Step 5. Select the green Grant Access button.

Step 6. Select the PracticePanther Bank Bank Account from the drop down that you wish to link to your TrustBooks Bank Account. Then select the date you want to Import from. 

Step 7. Select  Link Accounts