How to adjust your plan to include the Operating Account

Overview: This will walk you through the steps on how to add the Operating Account features in your TrustBooks account. 

Note: by default when you start a free trial it automatically puts you in Tier 1 (Trust Activity Only). If you are wanting  full accounting options you will need to adjust your tier to Tier 2 .

Step 1. On the Dashboard page select MISCELLANOUS and Manage Firm Settings 

Step 2. Select Manage Billing 

Step 3. This will open the MANAGE BILLING PAGE. Under Plan Selection choose either Tier 2 Monthly or Tier 2 Annual. 

Step 4. Select UPDATE BILLING