---
title: "How do I add general ledger accounts to a chart of accounts?"
slug: "how-do-i-add-general-ledger-accounts-to-a-chart-of-accounts"
updated: 2025-08-13T11:23:34Z
published: 2025-08-13T11:23:34Z
canonical: "support.lusid.com/how-do-i-add-general-ledger-accounts-to-a-chart-of-accounts"
---

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

# How do I add general ledger accounts to a chart of accounts?

You can add one or more general ledger accounts to an existing [chart of accounts](/v1/docs/how-do-i-create-a-chart-of-accounts) (CoA).

## Methods

LUSID web appLUSID APILuminesce

Call the [UpsertAccounts](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/UpsertAccounts) API, for example:

```json
curl -X POST 'https://<your-domain>.lusid.com/api/api/chartofaccounts/CoAs/DailyCoA/accounts'
  -H 'Content-Type: application/json-patch+json'
  -H 'Authorization: Bearer <your-API-access-token>'
  -d '[
  {
    "code": "1-Investments",
    "description": "Cash",
    "type": "Asset",
    "status": "Active",
    "properties": {
      "Account/CoAs/AccountantName": {
        "key": "Account/CoAs/AccountantName",
        "value": {
          "labelValue": "Jane Miller"
        },
        "effectiveFrom": "2023-01-02T00:00:00.0000000+00:00"
      }
    }
  },
  {
    "code": "2-Accruals",
    "description": "Dividends",
    "type": "Revenue",
    "status": "Active",
    "properties": {
      "Account/CoAs/AccountantName": {
        "key": "Account/CoAs/AccountantName",
        "value": {
          "labelValue": "Fred Bloggs"
        },
        "effectiveFrom": "2021-05-15T00:00:00.0000000+00:00",
        "effectiveUntil": "2023-06-12T00:00:00.0000000+00:00"
      }
    }
  }
]'
```

Navigate to **Fund Accounting > Chart of Accounts**, open the **Accounts** tab, select the parent CoA and click the **Create general ledger** button:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(62).png?sv=2026-02-06&spr=https&st=2026-11-04T02%3A01%3A03Z&se=2026-11-04T03%3A01%3A03Z&sr=c&sp=r&sig=UuiZcdy6dD%2F23NgLsXOlajfDPrM%2FxAAPKbtDTaTa6Ew%3D)

Write a Luminesce SQL query using the [Lusid.ChartOfAccounts.Account.Writer](/v1/docs/lusidchartofaccountsaccountwriter) provider and execute it using a tool such as the LUSID web app, for example:

![](https://cdn.document360.io/d575ad81-c0ed-4980-bbd1-d59ac5c3de82/Images/Documentation/image(969).png?sv=2026-02-06&spr=https&st=2026-11-04T02%3A01%3A03Z&se=2026-11-04T03%3A01%3A03Z&sr=c&sp=r&sig=UuiZcdy6dD%2F23NgLsXOlajfDPrM%2FxAAPKbtDTaTa6Ew%3D)

## Data fields and properties

This section supplements the [API documentation](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/UpsertAccounts) and on-screen help text in the LUSID web app.

### Fields

An account is identified by a `code` that must be unique within the parent CoA.

An account has an optional `status` field that defaults to `Active`. You can set this to `Inactive` using the API only if you wish.

An account must have a `type` that LUSID automatically aggregates into a particular total in a [trial balance](/v1/docs/what-is-a-trial-balance) as follows:

| Account `type` | Aggregated into in a trial balance… |
| --- | --- |
| `Asset`, `Liabilities` | Total NA |
| `Income`, `Expense`, `Revenue` | Total P&L |
| `Capital` | Total Other |

### Properties

You can optionally extend the data model of an account by adding [custom properties](/v1/docs/properties) from the `Account` domain, either when you create it or subsequently using the [UpsertAccountProperties](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/UpsertAccountProperties) API.

## Subsequent updates

You can call the [UpsertAccounts](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/UpsertAccounts) API again and specify the `code` of a particular account to change any of its attributes (other than the `code`).

To delete an account, call the [DeleteAccounts](https://www.lusid.com/docs/api/lusid/endpoints/chart-of-accounts/DeleteAccounts) API, with a `deleteMode` of either:

- `Soft` to set the account `status` to `Inactive`.
- `Hard` to permanently delete the account.