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Ledger and journals

Fix a duplicate ledger account name

Check the existing chart before creating an account with the same name.

Updated 2026-11-11

Ledger-account names must be distinct within the company. The form checks names without treating a capitalization change as a new identity. If another account already has the name, inspect that account before trying to save a variation.

Compare the existing account's code, type, subtype and description with the purpose of the account you intended to add. If they match, reuse the existing record. If the new account has a different purpose, give it a precise name that explains the distinction to someone selecting it later.

Avoid appending vague words such as 'new' merely to clear validation. Similar names make journal imports and manual account selection more error-prone. The name should remain useful after the current setup task is forgotten.

Account names cannot contain colons or double quotes in this form. Remove those characters while preserving a clear business meaning. After saving, check the account list and any draft mappings that will use it. Creating a new name does not move balances or replace the history of an older account.

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