Trust Accounting Q&A: Entering a Manual Check

January 2021    Tags: Checks, Trust Accounting

We had to hand write a check from a client’s Trust account. How do we record that check in Trust Accounting?

You can easily add a manual check with a specific check number into Trust.

To add a manual check

1. From the File menu, point to Open and select Transaction.
2. Select the Trust ID.
3. Select a Type of Check.
4. Enter the Check # for which you manually wrote a check.
5. Enter any other information as needed.
6. Press Ctrl+S.