TrustBooks Integration

Connect TrustBooks to Zil Money in a few clicks. Then import and pay your bills by ACH, wire, virtual card, or check, all in one place.

Bill and Invoice Import

Bring bills and invoices across from TrustBooks without re-keying a line.

Multiple Payment Methods

Pay vendors and contractors by ACH, wire transfer, virtual card, digital check, or printed check.

Enterprise-Grade Security

Advanced encryption, multi-factor authentication, and account safeguards on every payment.

Zil Money, is a financial technology company, not a bank. Banking and money movement services are provided through partner financial institutions and licensed service providers. FDIC insurance coverage applies only to eligible deposit products and accounts, and is subject to applicable terms, conditions, limitations, and requirements. Additional information regarding partner institutions, products, and services is available in the applicable terms and agreements.

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Strengthening Customer Trust with Every Payment

1M+

 

online business
accounts

100B+

 

transaction
value

16M+

 

checks
processed

Bills imported from TrustBooks ready for ACH and wire payment in Zil Money

One Platform for Every TrustBooks Payment

Your books live in TrustBooks. Your payments should not live somewhere else. So once you connect TrustBooks, the bills you already track become ready to pay inside Zil Money. Then pay each one by ACH, wire, virtual card, digital check, or a check we mail for you. Plus, you choose the method per vendor, and you keep one clear record of each payment.

Bills imported from TrustBooks ready for ACH and wire payment in Zil Money

How the TrustBooks Integration Works

1

Select TrustBooks

Open the Third Party Integration menu in Zil Money, find TrustBooks, and click Connect.

2

Authorize the Integration

Sign in with your TrustBooks credentials to grant Zil Money access to the companies in your account.

3

Select Your Companies

Choose which TrustBooks companies to connect, then start the import.

4

Import and Pay

Bring in your bills, invoices, and checks. Then map the bank account and pay each one your way.

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ACH, wire transfer, virtual card, and digital check payment options in Zil Money

Pay the Way Each Vendor Prefers

Use ACH for routine vendor runs. For faster moves, send a wire transfer, subject to cut-off times, network conditions, and compliance reviews. You can also issue a virtual card for subscriptions and small one-off buys. Plus, you set a limit on each card. Finally, email a digital check to the payee. Or let us mail a printed check when a vendor still needs paper.

ACH, wire transfer, virtual card, and digital check payment options in Zil Money

Fund Payments With a Credit Card

You can pay TrustBooks bills with a credit card, even when your vendor does not accept cards. So your vendor still gets funds by ACH, wire, or check. Meanwhile, you keep working capital in place. Note that credit card funding carries a processing fee. Check the pricing page for current rates, which may change.

Integration

 

Zil Money connects with over 22,000 financial institutions. It also works with the accounting and payroll tools your team already uses, including TrustBooks and QuickBooks. For more options, explore the full accounting software integration lineup. From there, you can import bills and invoices, print checks, and pay from your phone.

Integration

Why Zil Money!

A technology-first approach
to payments and finance

Easy to Access

High Security

Easy Payment

Payment records with method, date, amount and payee tracked in Zil Money

Keep Your Records Straight

 

Zil Money records every payment with its method, date, amount, and payee. As a result, the trail from a TrustBooks bill to a settled payment stays clear. That helps at month-end review and audit time. Plus, you manage payments, invoices, and bills from one platform.

Payment records with method, date, amount and payee tracked in Zil Money
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Frequently asked questions

What is TrustBooks?
TrustBooks is cloud-based accounting and trust accounting software built for law firms. Attorneys use it to manage IOLTA trust accounts, invoices, bills, and reports. It also connects with Zil Money. As a result, you can pay the bills and invoices you track in TrustBooks from one platform.
How do I connect TrustBooks with Zil Money?
First, open the Third Party Integration menu in Zil Money, select TrustBooks, and click Connect. Next, authorize the connection with your TrustBooks credentials. Then choose the companies you want to link. Finally, start the import to bring your bills, invoices, and checks across.
How can I pay a TrustBooks bill through Zil Money?
First, import the bill from TrustBooks. Then pay it by ACH, wire, virtual card, digital check, or a check we mail for you. You can also fund the payment with a credit card, even when your vendor does not accept cards. Note that processing fees apply and may change.
TrustBooks vs QuickBooks
TrustBooks and QuickBooks are both cloud accounting platforms, and Zil Money integrates with each. TrustBooks is built for law firms and trust (IOLTA) accounting. Whichever one you use, your payment workflow in Zil Money stays the same. TrustBooks and QuickBooks are trademarks of their respective owners. Zil Money is not affiliated with, endorsed by, or sponsored by either company.

Ready to Pay Your TrustBooks Bills From One Platform?

Connect TrustBooks to Zil Money and move from bookkeeping to settled payments without re-keying a line.

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Zil Money, is a financial technology company, not a bank. Banking and money movement services are provided through partner financial institutions and licensed service providers. FDIC insurance coverage applies only to eligible deposit products and accounts, and is subject to applicable terms, conditions, limitations, and requirements. Additional information regarding partner institutions, products, and services is available in the applicable terms and agreements.