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Toggle Navigation Support Account Settings Clio Integrations Optional Features Operating Account Deposits User Account Management Payees Importing Data from a Spreadsheet Bank Feeds LawPay Matters Onboarding Reconciliations Payments Reporting Trust Accounts Frequently asked questions and support documentation for TrustBooks Search No results found Account Settings Updating Your Credit Card Info Changing Your Password Changing Your Firm's Settings Adding New Attorneys Resetting a Forgotten Password How to Change Your Email Address Changing Your Email Address Bank Feeds Allow online banking integration How to disassociate a linked bank account Clio Importing Synchronized Clio Matters Importing Clio Payments Ignoring Synchronized Clio Matters Importing Clio Deposits Ignoring Clio Deposits Ignoring Clio Payments How to get Client Balances as of a certain date in Clio How to Sync with Clio Managing funds assigned directly to a client in Clio Deposits Entering Deposits Deleting Deposits Editing a Deposit Transferring Funds between Matters How to Transfer Earned Fees To Your Operating Account Transferring Funds Between Bank Accounts Importing Data from a Spreadsheet How to import Trust Account Transactions from an Excel Spreadsheet How to import a Matter List Operating Account How to Add an Account to your Chart of Accounts How to onboard your Firm Operating Account How to Import your Chart of Accounts How to add a new Operating Bank Account Optional Features How to allow matter balances to go into the negative How to turn Onboarding section back on How to allow amounts from multiple Matters to be included on a single payment How to show Client name on the Memo line of a Payment Payees Creating a New Payee Editing a Payee Archiving a Payee User Account Management Managing User Accounts Deleting User Accounts Adding a User How to edit Users Permissions and Roles LawPay Synchronizing TrustBooks with LawPay Importing Synchronized LawPay Transactions Ignoring Synchronized LawPay Transactions Matters Creating a New Matter Archiving Matters Deleting a Matter Unarchiving Matters Showing Archived Matters Searching Matter List Hiding Archived Matters Editing a Matter Onboarding Onboarding in TrustBooks Reconciliations Perform a Trust Reconciliation Uploading Bank Statements Deleting a Reconciliation Printing a Three Way Trust Reconcillation Digitally Signing Trust Reconcilations Printing a Detailed Trust Reconcillation Pausing a Reconciliation to Complete it Later Adding a Deposit or Payment to a Reconciled Period Performing Quarterly Review Payments Processing Payments Printing Checks Voiding a Payment Creating Custom Voucher Template Re-printing a Check Editing a Payment Deleting a Payment Voiding a Check Transferring money between Trust Accounts Reporting Using Month End Reports Printing a Matter Ledger Exporting Your Data Out of TrustBooks Printing a List of All Active Matters Running Custom Reports Receiving Automatic Matter Notifications Printing Custom Reports How to export a 1099 Report Exporting a list of Active Matters Trust Accounts Viewing Trust Account Activity Adding a New Trust Account Archiving a Trust Account Renaming a Trust Account Unarchiving a Trust Account Handling 3rd party payment errors in your trust account © TrustBooks 2021. Powered by Help Scout Contact Us Name Email Subject Message Upload file...