Skip to main content
CARET Legal Help Center home page
Sign in
  1. CARET Legal
  2. Accounting
  3. Banking

Search

Banking

  • How to Process an ACH/ eCheck Payment with CARET Pay
  • How and when to use an Operating Account Check?
  • Editable Email Templates
  • How do I void a check?
  • How do I refund a client’s payment using Caret Pay?
  • How do I Record Payments to My Credit Card?
  • Download Bank and Credit Card Activity in CARET Legal
  • Can I print more than one Check at a time?
  • How do I record Owner's Equity (Contribution/Draw)?
  • What type of checks are compatible to print from CARET Legal?
  • Which checks are compatible to print from CARET Legal?
  • How do I set up Opening Balances in CARET Legal?
  • How do I Record a Short Term Loan to the Firm?
  • How do I link my Bank and Credit Card Accounts to CARET Legal?
  • How do I Mark a Transaction as Cleared from My Bank or Credit Card in Caret Legal?
  • How can I set up my Credit Card Accounts within CARET Legal?
  • How do I pay Accounts Payable/Vendor Invoices?
  • How do I Refund a Retainer?
  • How do I Void or Delete a Check I Printed?
  • How do I print a check from the Register?
  • How do I add Credit Card Activity and Payments to CARET Legal?
  • How do I Add a New Expense Type?
  • How do you make Journal Entries in CARET Legal?
  • What is the difference between Reconciling and Clearing?
  • How do I create Vendor Bills?
  • How do I add New Vendors?
  • What is the difference between Operating and Trust Retainers?
  • How do I create Expenses?
  • How can I set up my Bank Accounts within CARET Legal?
  • When and how do I use Trust Checks?
  • Next ›
  • Last »
Website Privacy Policy Terms of Service