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3.05 How do I add a trust or escrow bank account number to a Closing File?

3.05 How do I add a trust or escrow bank account number to a Closing File?


  • From the Preferences menu, select Account Maintenance.
  • Click the Insert icon and enter the Account No. and Account Description.
  • Exit the module and save changes.
  • The account is now available for selection on the General tab in the Closing File module.