Step Three: Onboarding an existing Trust Account

Overview

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.