Ledger and journals

Add an Institution ledger account

Create an account in the selected company's chart with a clear code and purpose.

Updated 2026-11-11

Fix a duplicate ledger account code

Use an unused code or the existing account when the chart already contains the reference.

Updated 2026-11-11

Fix a duplicate ledger account name

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

Updated 2026-11-11

Choose a ledger account's normal balance side

Set the debit or credit convention when the native account permits it.

Updated 2026-11-11

Set up a contra account without changing its purpose

Review the account type and opposite normal side as one accounting decision.

Updated 2026-11-11

Identify accounts controlled by an accounting provider

Use the owning source's workflow when an imported account cannot be edited locally.

Updated 2026-11-11

Mark a ledger account inactive

Review an account's use before changing its active status.

Updated 2026-11-11

Choose a parent for a new ledger account

Use a compatible account hierarchy and retain a clear child-account purpose.

Updated 2026-11-11

Record an opening balance after creating a ledger account

Use supported opening evidence and a balanced journal rather than an account-name change.

Updated 2026-11-11

Retry an account edit after the accounting source changes

Refresh the chart so the save uses the company's current source authority.

Updated 2026-11-11