---
title: "Add a New GL Account"
slug: "add-a-new-gl-account"
description: "Create a GL account in R365: set name, number, parent, GL Type, Operational Report Category, bank settings, Report Settings, and Budget Defaults."
updated: 2025-08-28T19:14:55Z
published: 2025-08-28T19:14:55Z
canonical: "docs.restaurant365.com/add-a-new-gl-account"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a New GL Account

Adding a new General Ledger (GL) account involves a few steps to ensure it is correctly configured and integrated into your accounting system. A new GL account can be added one of three ways in R365:

1. Account Menu
2. Setup Assistant
3. Import Tool

This article will walk through the simplest method of the three: Account Menu.

Refer to the [Setup Assistant](/doc/docs/r365-setup-assistant) and [Import Tool](/doc/docs/import-tool) training articles for more information on using those tools.

---

Before adding a new GL Account, review the current General Ledger and GL Accounts list to check that no duplicate or similar accounts already exist.

From the **Accounting** application, click **General Ledger** then select **GL Accounts.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-D9SIKDYC.png)

---

## Add a GL Account

To create a GL Account, follow these steps:

*Click steps to expand for additional information and images.*

****1)** In the top ribbon, click **Create** then select **Account**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9ER2QT93.png)

A blank [GL Account record](/doc/docs/gl-account-record) appears.

> For a detailed descriptions of each field that must be completed, see [GL Account record](/doc/docs/gl-account-record) and [Bank Account record](/doc/docs/bank-account-record).

****2)** Enter the **Account Name**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K7K2H7UP.png)

****3)** Enter the **Account Number**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-O1WLP3T5.png)

****4)** If the account exists as part of a larger account, select the correct [parent account](/doc/docs/gl-accounts-parent-accounts-child-accounts) from the **Parent Account** drop-down.**

When a parent account is selected, the [GL Type](/doc/docs/gl-types) is automatically set. Continue to step 6. If the GL Type is included on the [Profit and Loss](/doc/docs/profit-and-loss) statement, the [Operational Reports Category](/doc/docs/operational-reports-categories) is also automatically set.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2VD8KN04.png)

****5)** Select the **GL Type** for the account.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LHD8QPES.png)

****6)** If the GL Type is included on the [Profit and Loss](/doc/docs/profit-and-loss) statement, the [Operational Reports Category](/doc/docs/operational-reports-categories) selector appears; select the correct **Operational Report Category**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7BZ908JN.png)

****7) Complete additional fields** as needed.**

If the GL Type appears on the [Balance Sheet](/doc/docs/balance-sheet), the Is Bank Account checkbox appears. Users can select the Is Bank Account checkbox to reveal Bank Account settings. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HK5A4G7O.png)

****8)** Review and update [Report Settings](http://help.restaurant365.net/support/solutions/articles/12000039138-gl-account-record/#report) and [Budget Defaults](/doc/docs/budgeting-completing-and-updating-budgets) tabs.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q8DK6B4P.png)

****9) Save** the account to complete the process.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A4STIQPT.png)