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SUPPORT.TRUSTBOOKS.COM

TrustBooks Knowledge Base

Frequently asked questions and support documentation for TrustBooks

http://support.trustbooks.com/

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Frequently asked questions and support documentation for TrustBooks
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TrustBooks Knowledge Base | support.trustbooks.com Reviews

https://support.trustbooks.com

Frequently asked questions and support documentation for TrustBooks

INTERNAL PAGES

support.trustbooks.com support.trustbooks.com
1

Onboarding - TrustBooks Knowledge Base

http://support.trustbooks.com/collection/18-onboarding

Onboarding Existing Trust Accounts to TrustBooks. 2017 Powered by Help Scout.

2

Reporting - TrustBooks Knowledge Base

http://support.trustbooks.com/collection/10-reporting

Using Month End Reports. Exporting Your Data Out of TrustBooks. Receiving Automatic Matter Notifications. 2017 Powered by Help Scout.

3

Updating Your Credit Card Info - TrustBooks Knowledge Base

http://support.trustbooks.com/article/33-updating-your-credit-card-info

Updating Your Credit Card Info. This tutorial will walk you through the steps to change your credit card information in TrustBooks. 1 Start on the Dashboard Page. 2 Click the Manage My Info. Link under the Miscellaneous section. The My Info page is displayed. 3 Update your credit card information. Note: Do not forget to update the CVC field. 4 Click the Update Billing. Button to save your changes. Last updated on July 20, 2016. 2017 Powered by Help Scout.

4

Trust Accounts - TrustBooks Knowledge Base

http://support.trustbooks.com/collection/13-trust-accounts

Adding a New Trust Account. Viewing Trust Account Activity. 2017 Powered by Help Scout.

5

Managing User Accounts - TrustBooks Knowledge Base

http://support.trustbooks.com/article/41-managing-user-accounts

This tutorial will walk you through the steps to add users in TrustBooks. 1 Start on the Dashboard Page. 2 Click the Manage Users. Link under Miscellaneous section. The Manage Users page is displayed. 3 Enter the new user’s First Name. 4 Enter the new user’s Last Name. 5 Enter the new user’s Email. 6 Enter the new user’s Password. 7 Click the Add User. Last updated on July 20, 2016. 2017 Powered by Help Scout.

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TrustBooks | Trust Accounting, Simplified

https://www.trustbooks.com/pricing

Free Trial. No Credit Card Required. The do it yourself plan to easily manage your trust account. Add a team of experts to review and reconcile your trust account. Our team of experts enters all data and reconciles your trust account. Easy navigation from Dashboard page. Manage unlimited trust accounts. Protection against overdrawing a client's balance. Memo field required on checks. Automatically generated three way trust reconciliation. Ongoing software updates based on new State Bar requirements.

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TrustBooks | Trust Accounting, Simplified

https://www.trustbooks.com/support

We Are Here To Help And Answer Your Questions. Call us any time. Call us any time. Submit a request to our amazing support team at support@trustbooks.com. Take 10 Minutes To See How It Works.

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