How to Sync with PracticePanther

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

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.