--- title: How to create a General Ledger Account description: Follow these step-by-step instructions to set up a new general ledger account --- [Skip to content](https://knowledgebase.counta.com/knowledge/general-ledger-accounts-how-to-create#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [General Ledger](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en) 3. [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-accounts) April 8, 2026 # How to create a General Ledger Account ## This guide outlines the steps to create a new General Ledger (GL) account in Accountability.  **Pre Requisites** **• Create an employee** **• Create an office** 1\. Navigate to **Accounting \> General Ledger \> General Ledger Accounts.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-04/c96450cd-7b66-4166-874b-92b9960e91e6/user_cropped_screenshot_345fe0773a414b679c03588929bfd051_text_export.jpeg) 2\. Click **Create a New General Ledger** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-04/7f611452-b150-46a9-a11c-4071545dd5ab/user_cropped_screenshot_76109b9462af4615ba61d3de514e1153_text_export.jpeg) 3\. Enter or select the following information: - **Account No\*** Enter an account number. Alpha or numeric can be used. - **Account Name\*** Enter an account name. - **GL Account Type\*** Designate an account type for your GL: Assets, Billings, Billing   Control, Equity, Expenses, Income Tax Expense, Liabilities,   Other Income, Revenue, and Statistics - **GL Report Group** Specify the report group for categorizing the new GL account. - **Budget Category** When the GL Account Type is set to Billing, Revenue, or Other  Income, it is possible to modify the Budget Category. - **Budget Expenses   By Department?** In case there is a need to budget expenses by the department for this GL Account. - Note: The option to budget expenses by the department is applicable only to GL Accounts classified as **GL Account Type - Expenses.** - **Budget Expenses   By Job?** Indicate whether or not there is a desire to budget expenses by job. - **Office Specific?** To limit the availability of this GL Account for selection to a  particular office, select the relevant office from the drop-down menu. - **Bank Account** If the GL Account is a bank account, tick the **Bank Account** checkbox. By doing so and clicking on SAVE, a hyperlink named **Banking Details** will appear on the top line, which is where you can enter the necessary details for uploading files to Internet banking. - **Payroll Account** Check to include payroll accounts.  - **Active** Check to include active general ledger accounts. - **Exclude from Client Profitability?** Check to exclude the non-operating costs from billing, revenue, and expense GL accounts. - **Map To 1099 Box** Map to 1099 is a feature that allows you to associate a GL Account with a specific category or box on the 1099 tax form. Use this field to select the appropriate 1099 category for the GL Account. - **Cash Flow Category** Choose a cash flow category. - **Prepayments Control Account No** Enter or select the prepayments control account number. - **Transaction List** Enter or select the transaction list. ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-04/f84bb5de-5028-439d-ab04-95b016bda657/user_cropped_screenshot_5b2fac4c408444bdbca4c2a43c95cdb2_text_export.jpeg) 4\. Click **SAVE** ![](https://colony-recorder.s3.amazonaws.com/files/2025-11-04/24df239f-f860-457e-bbbe-c15f21bd32e0/user_cropped_screenshot_712c90d3c5614910b6eb384efd952266_text_export.jpeg) Tip: The fields with **\*** are required - [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#main-content) - [Live](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#live) - [Tutorial Video Library](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#main-content) - [General Navigation](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#general-navigation) - [Time and Task](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#time-and-task) - [Job Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#job-management-basics) - [Estimate Management - Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-basics) - [Estimate Management - Advanced](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#estimate-management-advanced) - [Purchase Order Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#purchase-order-basics) - [Production Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#production-invoice-basics) - [Sundry Invoice Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#sundry-invoice-basics) - [Receipts Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#receipts-basics) - [Supplier Invoice Management Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#supplier-invoice-management-basics) - [Payment Basics](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#payment-basics) - [Expenses & Credit Cards](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#expenses-credit-cards) - [Reporting](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#reporting) - [Master Files](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#master-files) - [Manage](https://knowledgebase.counta.com/knowledge/tutorial-video-library?hsLang=en#manage) - [Mobile App](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#main-content) - [What's New](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#whats-new) - [Setup and Configuration](https://knowledgebase.counta.com/knowledge/mobile-app?hsLang=en#setup-and-configuration) - [FAQs](https://knowledgebase.counta.com/knowledge/faqs?hsLang=en) - [Navigation and General](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#main-content) - [Tips & Tricks](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#tips-tricks) - [Customization](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#customization) - [Setup](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#setup) - [Support](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#support) - [My Dashboard](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-dashboard) - [My Messages](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#my-messages) - [Security](https://knowledgebase.counta.com/knowledge/navigation-and-general?hsLang=en#security) - [Time and Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#main-content) - [My Time](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#my-time) - [Timesheet Proxy](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#timesheet-proxy) - [Time Reports](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-reports) - [Time Posting](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#time-posting) - [Tasks](https://knowledgebase.counta.com/knowledge/time-and-tasks?hsLang=en#tasks) - [Manage](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#main-content) - [Leave](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#leave) - [Employee Expense Summary](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#employee-expense-summary) - [Expense Claims](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#expense-claims) - [Credit Cards](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#credit-cards) - [Inventories](https://knowledgebase.counta.com/knowledge/manage?hsLang=en#inventories) - [Approve](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#main-content) - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#supplier-invoices) - [Expense Claims](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#expense-claims) - [Credit Cards](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#credit-cards) - [Purchase Orders](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#purchase-orders) - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#client-job-invoices) - [Weekly Timesheet](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#weekly-timesheet) - [Journals](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#journals) - [Leave](https://knowledgebase.counta.com/knowledge/approve?hsLang=en#leave) - [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#main-content) - [Jobs](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#jobs) - [Estimates](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#estimates) - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#revenue-tracker) - [Resource Tracker](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#resource-tracker) - [Purchase Orders](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#purchase-orders) - [Internal Charges](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#internal-charges) - [Job Cost Transfers](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-cost-transfers) - [Files](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#files) - [Job Reports](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-reports) - [Job Summaries](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#job-summaries) - [Campaigns](https://knowledgebase.counta.com/knowledge/jobs?hsLang=en#campaigns) - [Media](https://knowledgebase.counta.com/knowledge/media?hsLang=en#main-content) - [Media Accounting](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-accounting) - [Media Summaries](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-summaries) - [Media WIP Take Up](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-wip-take-up) - [Media Reports](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-reports) - [Media Setup](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-setup) - [Media Insertion Orders](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-insertion-orders) - [Media Estimates](https://knowledgebase.counta.com/knowledge/media?hsLang=en#media-estimates) - [Accounting](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#main-content) - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger-accounts) - [Receivables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#receivables) - [Payables](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#payables) - [Revenue Tool](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#revenue-tool) - [General Ledger](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#general-ledger) - [Budgets](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#budgets) - [Prepayments](https://knowledgebase.counta.com/knowledge/accounting?hsLang=en#prepayments) - [Master Files](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#main-content) - [Prospects](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#prospects) - [Clients](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#clients) - [Employees](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#employees) - [Task Types](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#task-types) - [Suppliers](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#suppliers) - [Contacts](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#contacts) - [Update](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#update) - [Setup Files](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#main-content) - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#report-setup) - [Set Up Options](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#set-up-options) - [User Access Groups](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#user-access-groups) - [Currencies](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#currencies) - [Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#tax-codes) - [Withholding Tax Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#withholding-tax-codes) - [Bank Feed](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#bank-feed) - [Custom Codes](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-codes) - [Approval & Posting Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#approval-posting-settings) - [Custom Data](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#custom-data) - [Office](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#office) - [Company Settings](https://knowledgebase.counta.com/knowledge/setup-files?hsLang=en#company-settings) - [Setup Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#main-content) - [Accounting Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#accounting-options) - [General Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#general-options) - [Report Setup](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#report-setup) - [Other Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#other-options) - [Timesheet Options](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#timesheet-options) - [Currencies](https://knowledgebase.counta.com/knowledge/setup-options?hsLang=en#currencies) - [General Ledger](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#main-content) - [Journals](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#journals) - [General Ledger Accounts](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-accounts) - [General Ledger Reports](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-reports) - [Bank Reconciliation](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#bank-reconciliation) - [WIP Take Ups](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#wip-take-ups) - [Retainers](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#retainers) - [FX Revaluations](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fx-revaluations) - [Fixed Assets](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#fixed-assets) - [General Ledger Setup & Postings](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#general-ledger-setup-postings) - [Posting Options](https://knowledgebase.counta.com/knowledge/general-ledger?hsLang=en#posting-options) - [Revenue Recognition and Tools](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#main-content) - [Accrued Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#accrued-revenue) - [Deferred Revenue](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#deferred-revenue) - [Revenue Recognition](https://knowledgebase.counta.com/knowledge/revenue-recognition-and-tools?hsLang=en#revenue-recognition) - [Receivables](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#main-content) - [Production Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#production-invoices) - [Receipts](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#receipts) - [Sundry Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#sundry-invoices) - [Reports](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#reports) - [Other](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#other) - [Client Summary Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-summary-invoices) - [Client Job Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#client-job-invoices) - [Payables](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#main-content) - [Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#supplier-invoices) - [Payments](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#payments) - [Reports](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#reports) - [Incoming Supplier Invoices](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#incoming-supplier-invoices) - [Talent](https://knowledgebase.counta.com/knowledge/payables?hsLang=en#talent) - [Budgets & Forecasts](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#main-content) - [Expense Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#expense-budgets) - [Payroll Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#payroll-budgets) - [Revenue Tracker](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#revenue-tracker) - [Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budgets) - [Cashflow Budgets](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#cashflow-budgets) - [Budget Setup](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-setup) - [Budget Reports](https://knowledgebase.counta.com/knowledge/budgets-forecasts?hsLang=en#budget-reports) - [Training Packet](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#main-content) - [Admin](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#admin) - [MDM](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#mdm) - [Time Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#time-management) - [Expense Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#expense-management) - [Job and Estimate Management](https://knowledgebase.counta.com/knowledge/training-packet?hsLang=en#job-and-estimate-management) - [API & Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#main-content) - [Accountability API](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#accountability-api) - [Integrations](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#integrations) - [Plaid Integration](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#plaid-integration) - [Media Finance](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#media-finance) - [Payroll](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#payroll) - [Project Management](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#project-management) - [Open Banking Providers](https://knowledgebase.counta.com/knowledge/api-integrations?hsLang=en#open-banking-providers) - [Reporting](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#main-content) - [Financial Statements](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#financial-statements) - [Client Profitability](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#client-profitability) - [Billings and Revenue](https://knowledgebase.counta.com/knowledge/reporting?hsLang=en#billings-and-revenue) - [Sales](https://knowledgebase.counta.com/knowledge/sales?hsLang=en) - [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#main-content) - [Mediaocean Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#mediaocean-integration) - [Freewheel Integration](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#freewheel-integration) - [Media Finance](https://knowledgebase.counta.com/knowledge/media-finance?hsLang=en#media-finance) - [Intercompany](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#main-content) - [Studio](https://knowledgebase.counta.com/knowledge/intercompany?hsLang=en#studio) - [Talent Sponsorship](https://knowledgebase.counta.com/knowledge/talent-sponsorship?hsLang=en) - [Taxes](https://knowledgebase.counta.com/knowledge/taxes?hsLang=en) - [Implementation and Onboarding](https://knowledgebase.counta.com/knowledge/implementation-and-onboarding?hsLang=en) - [Work In Progress (WIP)](https://knowledgebase.counta.com/knowledge/work-in-progress-wip?hsLang=en) - [Expenses](https://knowledgebase.counta.com/knowledge/expenses?hsLang=en) - [Data Analysis](https://knowledgebase.counta.com/knowledge/data-analysis?hsLang=en) - [AI](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#main-content) - [MCP Servers](https://knowledgebase.counta.com/knowledge/ai?hsLang=en#mcp-servers) [![Chill listening crop-3](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-2.png?width=150&height=24&name=AccountAbility_logo_primary_fullcolor-2.png "Chill listening crop-3")](http://www.counta.com) Accountability 2026 Copyright © 2026, Accountability