Create or organize an accounting account
Add a general account or a cash/bank account with the correct classification.
Reviewed 9 October 2026
WHERE TO GO
Advanced Accounting → Chart of accounts → New account
Advanced Accounting permission is required.
Step by step
Search for an existing account before adding another.
Choose New account and enter the Account name.
Choose Account type and Account use. Cash and Bank uses are available for asset accounts.
Choose a same-type Parent account if this should be a subaccount, or leave it top level.
Choose Save account.
Use Edit account for a supported change and inspect any protection message.
What to check
- The account appears under the intended type and parent.
Things to know
- System accounts have protected type and use.
- Use Parties for customer/supplier setup and Expense for ordinary expense-category setup.