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