Setting up your Trust Account
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Entering a starting balance for a selected account

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In order to establish a starting balance for your accounts, Click on the Accounts tab in the Top Toolbar, then click General Journal. The General Journal window will open up. Click the New button in the toolbar.

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The New General Journal Entry window will appear. Click the New Item button. Enter the Debit or the Credit amount at the bottom of the window and then choose the account. Then click the Add Item button.

Repeat this process for adding the credit and debit for this account. Then continue with the same process to add the starting balance for the next account. You may wish to talk to your accountant to ensure this information is entered correctly.

The Debits need to equal the credits. Then click on the Save button.