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Order of Chart of Account Creation

Create Segments - Create a new general ledger segment
Create Organization - Create a new organization code
Create Object - Add Object Code
Create Projects (if applicable)
Create Accounts

See also

Chart of Accounts - Best Practices - Connect 2019

How to copy an existing fund to create a new fund Add Object Code

Copy all Existing Accounts from one Org Code to another Org Code

Copy Balance Sheet Accounts from one Fund to another Fund

Without Manually Entering, Create Accounts using a new Object Code - Account Mass Creation

Without Manually Entering, Mass Creating Object Codes for all funds

Account Master - Add new GL Account

Account Import Template- Version 11.3

Account Import template - Version 2019.1 and higher

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