1. Navigate to:  Setup->Accounting->Chart of Accounts->New


2.  Enter info into the following fields in the Form

  •  "NUMBER" field
    •  format is a 3 letter abbreviation for the name followed by a dash and then the last 4 digits of the account number  (ex.   ABC-1234) 
  •  "NAME"  field
    • Enter the name of the Account (ex. Tammy Vincent Trustee For Trust Agreement)
  • "SUBACCOUNT OF" field
    • Choose "10470 Bank Accounts - Trustee" from the drop down list
  • "TYPE" field
    • Choose "Bank" from the drop down list
  • "SUBSIDIARIES" field
    • Choose "Enterpriste" from the drop down list

3.  Hit the Save Button