Step Three: Onboarding an existing Trust Account
This tutorial will walk you through the steps to onboard an existing Trust Account inTrustBooks.
Step 1. Start on the Dashboard page.
Step 2: Under the Onboarding Existing Trust Accounts section, click the Finalize Onboarding link.
Step 3. Choose the trust account you want to use.
Note: Usually it is in default if you have a single Trust Account.
Step 4. Enter Ending Balance per Bank Statement as of (selected date).
Note: The Adjusted Bank Balance and Total of Matter Balances should match.
Step 5. If you were able to match the amounts, click Save.