Manage a trust account in Xero

Manage a trust account in Xero by setting it up as a separate Xero organization, or adding it to an existing organization. If you choose to use your existing organization, you can either create new accounts in your chart of accounts, or use Xero's tracking function.

Alternatively, you may wish to consider using an app partner for your trust account requirements.

App marketplace (xero.com website)

Trust accounts sometimes carry particular legal requirements. We strongly recommend you consult with your accountant or bookkeeper about the best method for your organization.

Use a separate organization to manage a trust account in Xero

Manage a trust account in Xero using an existing organization with new accounts

Manage a trust account in Xero using an existing organization with tracking