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HTTP/1.1 200 OKAlt-Svc: h3:443; ma2592000Content-Length: 57771Content-Type: text/html; charsetutf-8Date: Tue, 18 Nov 2025 08:39:20 GMTServer: CaddyServer: istio-envoySet-Cookie: PLAY_SESSION27c7017ee704535f844030934318fea1036278e4-siteId572fc96690336066ec9b7d72&hs.session.idMybwnYpZee2QWqcnRZJ0AI6MZ2TE2zA0olR45uaJSvJY6tlWPC3ZMN3nAJc8ZJkS&hs.session.exp1763541560660; ExpiresWed, 18 Nov 2026 08:39:20 GMT; Path/; Secure; HTTPOnlyStrict-Transport-Security: max-age31536000; includeSubDomains; preloadX-Envoy-Upstream-Service-Time: 9 !DOCTYPE html>html> head> meta charsetutf-8/> title>TrustBooks Knowledge Base/title> meta nameviewport contentwidthdevice-width, maximum-scale1/> meta nameapple-mobile-web-app-capable contentyes/> meta nameformat-detection contenttelephoneno> meta namedescription contentFrequently asked questions and support documentation for TrustBooks/> meta nameauthor contentTrustBooks/> link relcanonical hrefhttps://support.trustbooks.com/> link relstylesheet 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li idpayments>a href/collection/7-payments>Payments b classcaret>/b>/a>/li> li idreporting>a href/collection/10-reporting>Reporting b classcaret>/b>/a>/li> li idtrust-accounts>a href/collection/13-trust-accounts>Trust Accounts b classcaret>/b>/a>/li> /ul> /nav> /div>!--/.nav-collapse --> /div>!--/container--> /div>!--/navbar-inner-->/header> section iddocsSearch> h1>Frequently asked questions and support documentation for TrustBooks/h1> form action/search methodGET idsearchBar autocompleteoff> input typetext namequery titlesearch-query classsearch-query placeholderSearch the knowledge base aria-labelSearch the knowledge base value> button typesubmit aria-labelSearch>i classicon-search lp>/i>span>Search/span>/button> div idserp-dd styledisplay:none;> ul classresult>/ul> /div> /form> /section>!--/docsSearch--> section idcontentArea classcontainer-fluid> div idnoResults styledisplay:none;>No results found/div> section classthreeCol row-fluid> section classcollection idcollection-38> div classcollection-head no-desc > h2>a href/collection/38-account-settings>Account Settings/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/59-logging-into-trustbooks>i classicon-article-doc>/i>span>Logging Into TrustBooks/span>/a>/li> li>a href/article/51-adding-new-attorneys>i classicon-article-doc>/i>span>Adding New Attorneys/span>/a>/li> li>a href/article/60-logging-out-of-trustbooks>i classicon-article-doc>/i>span>Logging Out of TrustBooks/span>/a>/li> li>a href/article/110-changing-your-email-address>i classicon-article-doc>/i>span>Changing Your Email Address/span>/a>/li> li>a href/article/271-change-your-firm-settings-2>i classicon-article-doc>/i>span>Change Your Firm Settings/span>/a>/li> li>a href/article/275-changing-your-password->i classicon-article-doc>/i>span>Changing Your Password/span>/a>/li> li>a href/article/276-how-to-change-your-email-address-2>i classicon-article-doc>/i>span>How to Change Your Email Address/span>/a>/li> li>a href/article/277-resetting-a-forgotten-password-2>i classicon-article-doc>/i>span>Resetting a Forgotten Password/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-176> div classcollection-head no-desc > h2>a href/collection/176-bank-feeds>Bank Feeds/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/280-allow-online-banking-integration->i classicon-article-doc>/i>span>Allow Online Banking Integration/span>/a>/li> li>a href/article/278-daily-workflow-when-importing-banking-transactions->i classicon-article-doc>/i>span>Daily Workflow When Importing Banking Transactions/span>/a>/li> li>a href/article/415-how-to-integrate-your-credit-card-with-trustbooks>i classicon-article-doc>/i>span>Integrate Your Credit Card with TrustBooks/span>/a>/li> li>a href/article/281-how-to-disassociate-a-linked-bank-account->i classicon-article-doc>/i>span>Disassociate a Linked Bank Account/span>/a>/li> li>a href/article/279-how-to-update-your-banking-credentials-in-trustbooks>i classicon-article-doc>/i>span>Update Your Banking Credentials in TrustBooks/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-214> div classcollection-head no-desc > h2>a href/collection/214-billing>Billing/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/284-updating-your-credit-card-info->i classicon-article-doc>/i>span>Updating Your Credit Card Info/span>/a>/li> li>a href/article/285-how-to-cancel-your-subscription->i classicon-article-doc>/i>span>Cancel Your Subscription/span>/a>/li> li>a href/article/286-how-to-adjust-your-plan-to-include-the-operating-account->i classicon-article-doc>/i>span>Upgrade Your Subscription to Include the Operating Account/span>/a>/li> li>a href/article/282-how-to-adjust-your-plan-to-tier-3-team-plan->i classicon-article-doc>/i>span>Upgrade Your Subscription to Tier 3 Team Plan/span>/a>/li> li>a href/article/283-how-to-adjust-your-plan-to-include-the-nc-quarterly-review-feature->i classicon-article-doc>/i>span>Upgrade Your Subscription to Include the NC Quarterly Review Feature/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-219> div classcollection-head no-desc > h2>a href/collection/219-clio-importing-data>Clio-Importing Data/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/287-ignoring-clio-payments->i classicon-article-doc>/i>span>Importing Clio Withdrawals/span>/a>/li> li>a href/article/291-importing-clio-deposits->i classicon-article-doc>/i>span>Importing Clio Deposits/span>/a>/li> li>a href/article/293-how-to-import-closed-matters-from-clio->i classicon-article-doc>/i>span>Import Closed Matters from Clio/span>/a>/li> li>a href/article/289-importing-clio-payments->i classicon-article-doc>/i>span>Ignoring Clio Payments/span>/a>/li> li>a href/article/292-how-to-show-ignored-clio-matters->i classicon-article-doc>/i>span>Show Ignored Clio Matters/span>/a>/li> li>a href/article/290-ignoring-synchronized-clio-matters->i classicon-article-doc>/i>span>Ignoring Synchronized Clio Matters/span>/a>/li> li>a href/article/288-ignoring-clio-deposits->i classicon-article-doc>/i>span>Ignoring Clio Deposits/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-76> div classcollection-head no-desc > h2>a href/collection/76-clio-setup>Clio-Setup/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/130-how-to-get-client-balances-as-of-a-certain-date-in-clio>i classicon-article-doc>/i>span>Get Client Balances as of a certain date in Clio/span>/a>/li> li>a href/article/156-how-to-sync-with-clio>i classicon-article-doc>/i>span>Syncing with Clio/span>/a>/li> li>a href/article/297-importing-synchronized-clio-matters->i classicon-article-doc>/i>span>Importing Synchronized CLIO Clients and Matters/span>/a>/li> li>a href/article/298-how-to-deauthorize-clio->i classicon-article-doc>/i>span>Deauthorize the CLIO Integration/span>/a>/li> li>a href/article/294-how-to-change-your-import-date-from-clio->i classicon-article-doc>/i>span>Change Your Import Date from CLIO/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-111> div classcollection-head no-desc > h2>a href/collection/111-deposits>Deposits/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/300-transferring-funds-between-matters->i classicon-article-doc>/i>span>Transferring Funds Between Clients/span>/a>/li> li>a href/article/304-entering-deposits->i classicon-article-doc>/i>span>Entering Deposits/span>/a>/li> li>a href/article/305-editing-a-deposit->i classicon-article-doc>/i>span>Editing a Deposit/span>/a>/li> li>a href/article/303-how-to-transfer-earned-fees-to-your-operating-account->i classicon-article-doc>/i>span>Recording the Transfer of Earned Fees to Your Operating Account/span>/a>/li> li>a href/article/301-deleting-deposits->i classicon-article-doc>/i>span>Deleting Deposits/span>/a>/li> li>a href/article/302-transferring-funds-between-bank-accounts->i classicon-article-doc>/i>span>Transferring Funds Between Bank Accounts/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-420> div classcollection-head no-desc > h2>a href/collection/420-financial-reports>Financial Reports/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/425-chart-of-accounts>i classicon-article-doc>/i>span>Chart of Accounts/span>/a>/li> li>a href/article/423-general-ledger>i classicon-article-doc>/i>span>General Ledger/span>/a>/li> li>a href/article/424-trial-balance>i classicon-article-doc>/i>span>Trial Balance/span>/a>/li> li>a href/article/416-running-a-balance-sheet>i classicon-article-doc>/i>span>Balance Sheet/span>/a>/li> li>a href/article/417-running-a-profit-loss-statement>i classicon-article-doc>/i>span>Profit & Loss Statement/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-170> div classcollection-head no-desc > h2>a href/collection/170-importing-data-from-a-spreadsheet>Importing Data from a Spreadsheet/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/307-how-to-import-trust-account-transactions-from-an-excel-spreadsheet->i classicon-article-doc>/i>span>Import Trust Account Transactions from an Excel Spreadsheet/span>/a>/li> li>a href/article/309-how-to-import-a-matter-list->i classicon-article-doc>/i>span>Import a Matter List/span>/a>/li> li>a href/article/310-how-to-import-a-chart-of-accounts->i classicon-article-doc>/i>span>Import a Chart of Accounts/span>/a>/li> li>a href/article/308-how-to-import-operating-transactions->i classicon-article-doc>/i>span>Import Operating Transactions/span>/a>/li> li>a href/article/306-how-to-import-a-payee-list->i classicon-article-doc>/i>span>Import a Payee List/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-230> div classcollection-head no-desc > h2>a href/collection/230-journal-entry>Journal Entry/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/312-how-to-create-a-journal-entry->i classicon-article-doc>/i>span>Create a Journal Entry/span>/a>/li> li>a href/article/311-how-to-create-a-memorized-journal-entry->i classicon-article-doc>/i>span>Create a Memorized Journal Entry/span>/a>/li> li>a href/article/313-how-to-use-a-memorized-journal-entry->i classicon-article-doc>/i>span>Using a Memorized Journal Entry/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-211> div classcollection-head no-desc > h2>a href/collection/211-miscellaneous>Miscellaneous/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/316-how-to-handle-a-returned-deposited-check->i classicon-article-doc>/i>span>Recording a Returned Deposited Check/span>/a>/li> li>a href/article/315-how-to-get-check-stock-that-is-compatible-with-trustbooks->i classicon-article-doc>/i>span>Check Stock that is Compatible with TrustBooks/span>/a>/li> li>a href/article/317-performing-an-nc-quarterly-review->i classicon-article-doc>/i>span>Performing an NC Quarterly Review/span>/a>/li> li>a href/article/318-how-to-share-your-screen-using-zoom->i classicon-article-doc>/i>span>How to Share Your Screen Using Zoom/span>/a>/li> li>a href/article/314-my-client-has-funds-but-i-am-receiving-an-error-when-processing-a-payment->i classicon-article-doc>/i>span>My Client has Funds but I am Receiving an Error When Processing a Payment/span>/a>/li> li>a href/article/432-voiding-an-archived-withdrawal>i classicon-article-doc>/i>span>Void Option Missing on Edit Withdrawal/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-150> div classcollection-head no-desc > h2>a href/collection/150-operating-account>Operating Account /a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/224-how-to-import-operating-bank-deposits>i classicon-article-doc>/i>span>Import Operating Bank Deposits/span>/a>/li> li>a href/article/319-how-to-manually-enter-credit-card-transactions->i classicon-article-doc>/i>span>Manually Enter Credit Card Transactions/span>/a>/li> li>a href/article/325-how-to-add-an-account-to-your-chart-of-accounts->i classicon-article-doc>/i>span>Add an Account to your Chart of Accounts/span>/a>/li> li>a href/article/320-how-to-import-operating-bank-payments->i classicon-article-doc>/i>span>Import Operating Bank Payments/span>/a>/li> li>a href/article/324-how-to-add-a-new-operating-bank-account->i classicon-article-doc>/i>span>Add a New Operating Bank Account/span>/a>/li> li>a href/article/323-how-to-view-your-chart-of-accounts->i classicon-article-doc>/i>span>View Your Chart of Accounts/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-160> div classcollection-head no-desc > h2>a href/collection/160-optional-features>Optional Features/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/328-receiving-automatic-matter-notifications->i classicon-article-doc>/i>span>Receiving Automatic Matter Notifications/span>/a>/li> li>a href/article/327-how-to-allow-matter-balances-to-go-into-the-negative->i classicon-article-doc>/i>span>Enabling Negative Balances/span>/a>/li> li>a href/article/330-how-to-turn-the-onboarding-section-back-on->i classicon-article-doc>/i>span>How to Turn the Onboarding Section Back On/span>/a>/li> li>a href/article/326-how-to-allow-amounts-from-multiple-matters-to-be-included-on-a-single-payment->i classicon-article-doc>/i>span>Allow Amounts from Multiple Matters to be Included on a Single Payment/span>/a>/li> li>a href/article/329-how-to-show-client-name-on-the-memo-line-of-a-payment->i classicon-article-doc>/i>span>Show Client Name on the Memo Line of a Payment/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-167> div classcollection-head no-desc > h2>a href/collection/167-payees>Payees/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/332-creating-a-new-payee->i classicon-article-doc>/i>span>Creating a New Payee/span>/a>/li> li>a href/article/335-editing-a-payee->i classicon-article-doc>/i>span>Editing a Payee/span>/a>/li> li>a href/article/334-archiving-a-payee->i classicon-article-doc>/i>span>Archiving a Payee/span>/a>/li> li>a href/article/333-how-to-view-payee-prefill-rules->i classicon-article-doc>/i>span>View Payee Prefill Rules/span>/a>/li> li>a href/article/331-how-to-create-payee-prefill-rules->i classicon-article-doc>/i>span>Creating Payee Prefill Rules/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-260> div classcollection-head no-desc > h2>a href/collection/260-practicepanther-importing-data>PracticePanther Importing Data/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/336-how-to-import-closed-matters-from-practice-panther->i classicon-article-doc>/i>span>Import Closed Matters from Practice Panther/span>/a>/li> li>a href/article/337-how-to-ignore-synchronized-practice-panther-matters->i classicon-article-doc>/i>span>Ignore Synchronized Practice Panther Matters/span>/a>/li> li>a href/article/342-how-to-import-practicepanther-deposits->i classicon-article-doc>/i>span>Import PracticePanther Deposits/span>/a>/li> li>a href/article/339-importing-practice-panther-payments->i classicon-article-doc>/i>span>Importing Practice Panther Payments/span>/a>/li> li>a href/article/341-how-to-import-synchronized-practicepanther-matters->i classicon-article-doc>/i>span>Import PracticePanther Matters/span>/a>/li> li>a href/article/343-how-to-show-ignored-practicepanther-matters->i classicon-article-doc>/i>span>Show Ignored PracticePanther Matters/span>/a>/li> li>a href/article/340-how-to-ignore-practicepanther-deposits->i classicon-article-doc>/i>span>Ignore PracticePanther Deposits/span>/a>/li> li>a href/article/338-how-to-ignore-practice-panther-payments->i classicon-article-doc>/i>span>Ignore Practice Panther Payments/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-243> div classcollection-head no-desc > h2>a href/collection/243-practicepanther-setup>PracticePanther Setup/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/266-how-to-onboard-your-trust-account-and-operating-account-in-trustbooks-using-practicepanther>i classicon-article-doc>/i>span>How to onboard your Trust Account and Operating Account in TrustBooks using PracticePanther/span>/a>/li> li>a href/article/345-how-to-sync-with-practicepanther->i classicon-article-doc>/i>span>How to Sync with PracticePanther/span>/a>/li> li>a href/article/347-how-to-get-client-balances-as-of-a-certain-date-in-practicepanther>i classicon-article-doc>/i>span>How to Get Client Balances as of a Certain Date in PracticePanther/span>/a>/li> li>a href/article/344-how-to-change-your-import-date-from-practicepanther->i classicon-article-doc>/i>span>How to Change Your Import Date from PracticePanther/span>/a>/li> li>a href/article/348-how-to-deauthorize-practicepanther->i classicon-article-doc>/i>span>How to Deauthorize PracticePanther/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-427> div classcollection-head no-desc > h2>a href/collection/427-tier-3-procedures>Tier 3 Procedures/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/431-reviewing-completed-reconciliations>i classicon-article-doc>/i>span>Reviewing Completed Reconciliations/span>/a>/li> li>a href/article/430-workflow-procedures>i classicon-article-doc>/i>span>General Workflow Procedures - Trust Account/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-164> div classcollection-head no-desc > h2>a href/collection/164-user-account-management>User Account Management/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/349-adding-a-user->i classicon-article-doc>/i>span>Adding a User/span>/a>/li> li>a href/article/352-how-to-edit-users-permissions-roles->i classicon-article-doc>/i>span>Edit User Permissions & Roles/span>/a>/li> li>a href/article/351-managing-user-accounts->i classicon-article-doc>/i>span>Managing User Accounts/span>/a>/li> li>a href/article/350-deleting-user-accounts->i classicon-article-doc>/i>span>Deleting User Accounts/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-70> div classcollection-head no-desc > h2>a href/collection/70-lawpay>LawPay/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/359-synchronizing-trustbooks-with-lawpay->i classicon-article-doc>/i>span>Synchronizing TrustBooks with LawPay/span>/a>/li> li>a href/article/355-importing-synchronized-lawpay-transactions->i classicon-article-doc>/i>span>Importing Synchronized LawPay Transactions/span>/a>/li> li>a href/article/357-how-to-delete-a-quick-bill->i classicon-article-doc>/i>span>Delete a Quick Bill/span>/a>/li> li>a href/article/360-ignoring-synchronized-lawpay-transactions->i classicon-article-doc>/i>span>Ignoring Synchronized LawPay Transactions/span>/a>/li> li>a href/article/358-sending-a-quick-bill->i classicon-article-doc>/i>span>Sending a Quick Bill/span>/a>/li> li>a href/article/354-managing-quick-bill->i classicon-article-doc>/i>span>Managing Quick Bill/span>/a>/li> li>a href/article/356-how-to-deauthorize-lawpay->i classicon-article-doc>/i>span>How to Deauthorize LawPay/span>/a>/li> li>a href/article/353-how-to-change-your-import-date-for-lawpay->i classicon-article-doc>/i>span>Change Your Import Date for LawPay/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-1> div classcollection-head no-desc > h2>a href/collection/1-matters>Matters/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/91-editing-a-matter>i classicon-article-doc>/i>span>Editing a Matter/span>/a>/li> li>a href/article/366-creating-a-new-matter->i classicon-article-doc>/i>span>Creating a New Client or Matter/span>/a>/li> li>a href/article/364-deleting-a-matter->i classicon-article-doc>/i>span>Deleting a Client/span>/a>/li> li>a href/article/365-archiving-matters->i classicon-article-doc>/i>span>Archiving a Matter/span>/a>/li> li>a href/article/411-how-to-move-matters-between-clients>i classicon-article-doc>/i>span>How to Move Matters Between Clients/span>/a>/li> li>a href/article/412-how-to-move-transactions-between-clients-and-matters>i classicon-article-doc>/i>span>How to Move Transactions Between Clients and Matters/span>/a>/li> li>a href/article/410-clients-and-matters-update-explained>i classicon-article-doc>/i>span>Clients and Matters Update Explained/span>/a>/li> li>a href/article/363-unarchiving-matters->i classicon-article-doc>/i>span>Unarchiving Matters/span>/a>/li> li>a href/article/369-showing-archived-matters->i classicon-article-doc>/i>span>Showing Archived Matters/span>/a>/li> li>a href/article/368-editing-a-matter->i classicon-article-doc>/i>span>Editing a Client/span>/a>/li> /ul> a classbrowse href/collection/1-matters>Browse all articles/a> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-18> div classcollection-head no-desc > h2>a href/collection/18-onboarding>Onboarding/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/371-onboarding-your-trust-account-in-trustbooks->i classicon-article-doc>/i>span>Onboarding Your Trust Account in TrustBooks/span>/a>/li> li>a href/article/373-onboarding-your-trust-account-in-trustbooks-using-clio->i classicon-article-doc>/i>span>Onboarding Your Trust Account in TrustBooks Using Clio/span>/a>/li> li>a href/article/372-how-to-onboard-your-firm-operating-account->i classicon-article-doc>/i>span>How to Onboard Your Firm Operating Account/span>/a>/li> li>a href/article/370-onboarding-your-trust-account-using-practicepanther->i classicon-article-doc>/i>span>Onboarding Your Trust Account Using PracticePanther/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-4> div classcollection-head no-desc > h2>a href/collection/4-reconciliations>Reconciliations/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/65-uploading-bank-statements>i classicon-article-doc>/i>span>Uploading Bank Statements/span>/a>/li> li>a href/article/381-perform-a-trust-reconciliation->i classicon-article-doc>/i>span>Perform a Trust Reconciliation/span>/a>/li> li>a href/article/380-how-to-edit-a-transaction-in-a-reconciled-period->i classicon-article-doc>/i>span>Editing a Transaction in a Reconciled Period/span>/a>/li> li>a href/article/378-printing-a-three-way-trust-reconciliation->i classicon-article-doc>/i>span>Printing a Three Way Trust Reconciliation/span>/a>/li> li>a href/article/379-deleting-a-reconciliation->i classicon-article-doc>/i>span>Deleting a Reconciliation/span>/a>/li> li>a href/article/376-printing-a-detailed-trust-reconciliation->i classicon-article-doc>/i>span>Printing a Detailed Trust Reconciliation/span>/a>/li> li>a href/article/374-pausing-a-reconciliation-to-complete-later->i classicon-article-doc>/i>span>Pausing a Reconciliation to Complete Later/span>/a>/li> li>a href/article/426-digitally-sign-reconciliation-as-reviewer>i classicon-article-doc>/i>span>Digitally Sign Reconciliation as Reviewer/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-7> div classcollection-head no-desc > h2>a href/collection/7-payments>Payments/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/385-printing-checks->i classicon-article-doc>/i>span>Printing Checks/span>/a>/li> li>a href/article/387-creating-a-custom-voucher-template->i classicon-article-doc>/i>span>Creating a Custom Voucher Template/span>/a>/li> li>a href/article/384-processing-payments->i classicon-article-doc>/i>span>Processing Withdrawals/span>/a>/li> li>a href/article/391-voiding-a-payment->i classicon-article-doc>/i>span>Voiding a Withdrawal/span>/a>/li> li>a href/article/388-understanding-payee-names-on-checks->i classicon-article-doc>/i>span>Understanding Payee Names on Checks/span>/a>/li> li>a href/article/386-transferring-money-between-trust-accounts->i classicon-article-doc>/i>span>Transferring Money Between Trust Accounts/span>/a>/li> li>a href/article/382-how-to-remove-checks-off-the-print-check-page->i classicon-article-doc>/i>span>How to Remove Checks off the Print Check Page/span>/a>/li> li>a href/article/383-deleting-a-payment->i classicon-article-doc>/i>span>Deleting a Withdrawal/span>/a>/li> li>a href/article/390-editing-a-payment->i classicon-article-doc>/i>span>Editing a Withdrawal/span>/a>/li> li>a href/article/389-re-printing-a-check->i classicon-article-doc>/i>span>Re-Printing a Check/span>/a>/li> /ul> a classbrowse href/collection/7-payments>Browse all articles/a> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-10> div classcollection-head no-desc > h2>a href/collection/10-reporting>Reporting/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/399-printing-a-matter-ledger->i classicon-article-doc>/i>span>Printing a Matter Ledger/span>/a>/li> li>a href/article/394-exporting-your-data-out-of-trustbooks->i classicon-article-doc>/i>span>Exporting Your Data Out of TrustBooks/span>/a>/li> li>a href/article/398-printing-a-list-of-all-active-matters->i classicon-article-doc>/i>span>Printing a List of All Active Matters/span>/a>/li> li>a href/article/395-using-month-end-reports->i classicon-article-doc>/i>span>Using Month-End Reports/span>/a>/li> li>a href/article/393-running-custom-reports->i classicon-article-doc>/i>span>Running Custom Reports/span>/a>/li> li>a href/article/397-how-to-export-a-1099-report->i classicon-article-doc>/i>span>How to Export a 1099 Report/span>/a>/li> li>a href/article/392-exporting-a-list-of-active-matters->i classicon-article-doc>/i>span>Exporting a List of Active Matters/span>/a>/li> li>a href/article/396-how-to-print-selected-matter-ledgers->i classicon-article-doc>/i>span>How to Print Selected Matter Ledgers/span>/a>/li> li>a href/article/400-printing-custom-reports->i classicon-article-doc>/i>span>Printing Custom Reports/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> section classcollection idcollection-13> div classcollection-head no-desc > h2>a href/collection/13-trust-accounts>Trust Accounts/a>/h2> p>/p> /div>!-- /collection-head --> div classcollection-body> ul classpopArticles> li>a href/article/404-how-to-record-interest->i classicon-article-doc>/i>span>How to Record Interest/span>/a>/li> li>a href/article/407-adding-a-new-trust-account->i classicon-article-doc>/i>span>Adding a New Trust Account/span>/a>/li> li>a href/article/401-accessing-the-trust-or-operating-account-ledger->i classicon-article-doc>/i>span>Accessing the Trust or Operating Account Ledger/span>/a>/li> li>a href/article/408-viewing-trust-account-activity->i classicon-article-doc>/i>span>Viewing Trust Account Activity/span>/a>/li> li>a href/article/403-handling-third-party-payment-errors-in-your-trust-account->i classicon-article-doc>/i>span>Handling Third-Party Payment Errors in Your Trust Account/span>/a>/li> li>a href/article/406-archiving-a-trust-account->i classicon-article-doc>/i>span>Archiving a Trust Account/span>/a>/li> li>a href/article/405-renaming-a-trust-account->i classicon-article-doc>/i>span>Renaming a Trust Account/span>/a>/li> li>a href/article/402-unarchiving-a-trust-account->i classicon-article-doc>/i>span>Unarchiving a Trust Account/span>/a>/li> /ul> /div>!-- /collection-body --> /section>!--collection--> /section>!--threeCol--> footer classcenter> p>© a hrefhttp://www.trustbooks.com>TrustBooks/a> 2025. span>Powered by a relnofollow noopener noreferrer hrefhttps://www.helpscout.com/docs-refer/?coTrustBooks&utm_sourcedocs&utm_mediumfooterlink&utm_campaignDocs+Branding target_blank>Help Scout/a>/span> /p> /footer> /section>!--/.fluid-container--> script src//d3eto7onm69fcz.cloudfront.net/assets/javascripts/app4.min.js>/script>script>// keep iOS links from opening safariif((standalone in window.navigator) && window.navigator.standalone){// If you want to prevent remote links in 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