Build the chart of accounts

Review the active workspace

Open Chart of accounts and confirm the active workspace in the sidebar. Libro groups accounts by type and shows the code, name, description, and status used by the General Ledger.

Start with the accounts Libro created from the company setup. Add an account only when the existing structure cannot represent the activity clearly. Use a consistent code range and a specific name a future reviewer will understand.

Add or import accounts

Choose New account to enter one account. Select the correct type, code, name, and normal balance. When the workspace provides import, prepare a clean file, remove duplicates, and validate a small sample before a larger import.

An import creates structure; it does not replace the opening-balance process. After importing, connect any required journal classifications and ledger roles in the accounting settings.

Protect accounting history

Open an account to inspect posted activity and its running balance. Accounts already used by entries should not be repurposed for a different economic meaning. Prefer deactivating an obsolete account and creating a new one, while preserving the historical General Ledger trail.

Continue with Enter opening balances.