Step 1 : Click on the "Finances" tab on the main menu.
Step 2 : Select "Trust Accounts" in the "Trust" section.
Step 3: Select the account you want to modify and click on the pencil icon.
Alternatively, double-click on the account you want to modify.
Step 4: Make any necessary changes in the account file.
You can modify:
The number
The name
The default check printing template
Select to hide the account in the reports if the balance is 0
Make it inactive (or active)
Add an opening or closing date
Add a type (general or individual)
Add bank information
Fields with a red asterisk are required.
Step 5: Save with the green check mark.
Result: The trust account information is modified.