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Buy nowI am just starting to set up an estate in QB. I have been researching the recommended chart of accounts and related entries for typical opening of estate and transactions. I am very curious what account set up you finally used. One of my concerns is the auto period closing entries and how to force that into the proper equity accounts (e.g. equity principal vs equity income). Would you be willing to share via email? As you know, accurate and streamlined tax reporting/K1s are my goal. Wanting to make is simple by setting up the proper chart of accounts etc.