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            Create General Ledger Accounts

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            Create General Ledger Accounts

            Set up a chart of accounts for your organization's legal entities by creating general ledger accounts. Use these accounts to categorize your billing transactions by accounting type and report them in your company’s financial statements.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Billing license. Contact your Salesforce account executive for more information.
            User Permissions Needed
            To create general ledger accounts: Accounts Receivables Admin permission set
            Important
            Important

            Starting Winter ’26, the General Ledger Account object has a new Type field. For General Ledger Account records created before Winter ’26, there's no Type value. To calculate opening and closing balances for general ledger accounts during the closure of legal entity accounting periods, manually select the Type value for existing records.

            1. From the App Launcher, find and select General Ledger Accounts.
            2. Click New.
            3. Enter an accounting name.
            4. Enter a unique accounting code.
            5. Enter the name of the financial statement that this general ledger account contributes to. For example, you can enter Income Statement or Balance Sheet.
            6. If necessary, enter a description.
            7. Select a legal entity.
            8. Select the type for the accounting code that you entered.
              From Winter ’26, use the Type field instead of Accounting Type field. The opening and closing balance amounts are calculated for the general ledger accounts based on the Type value when the legal entity accounting period is closed.
            9. Save your work.

            The autogenerated name of the general ledger account is a combination of the specified accounting code and name.

            After you create general ledger accounts, create general ledger account assignment rules to assign the correct general ledger accounts to transaction journals.

             
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