EN
FrançaisEnglishEspañol
Log inSubscribeSubscribe

Set up

Create an ad account

Currency, time zone, payment method, spending limits: the settings to fix from the start.

Beginner 15 min

In brief

The ad account is where all your campaigns, spend and results live. It is created in your business portfolio. Without it (and without a payment method), no ad can run.

Why it matters

Two settings are permanent: the currency and the time zone. A mistake means creating a new account and losing the history.

The steps

  1. Open your portfolio in Meta Business Suite, then Business settings.
  2. Go to Accounts, then Ad accounts.
  3. Click Add, then Create a new ad account.
  4. Choose a clear name (for example “Brand name – France”).
  5. Choose the time zone and the currency carefully: you won’t be able to change them.
  6. Indicate that the account is for your own business (or for a client, if you are an agency).
  7. Assign access to the people who will work on it.
  8. Add a payment method (a card, for example): it is attached to the ad account.
  9. If needed, set a spending limit to protect yourself from a mistake.
  10. Link the Page, the Instagram account and the pixel you will need.

Pitfalls to avoid

  • Choosing the wrong currency (or a time zone that shifts your reports by a day).
  • Thinking you can move an ad account from one portfolio to another: it isn’t possible.
  • Forgetting the payment method: campaigns don’t launch.
  • Giving admin access to everyone.

Key takeaways

  • Ad account = campaigns + spend + results.
  • Currency and time zone: permanent.
  • Payment is handled at the ad account level.

Practice in TRIALO

Create a fictional campaign by choosing a budget in euros: spot where the currency and dates appear. In TRIALO, nothing is billed.

From guide to practice

In the simulator, spot the ad account, its currency and its budget before creating your campaign.

  • Create your fictional campaigns, step by step
  • Analyze fake results to practice reading them
  • Export your work as a PDF
See subscriptions

This guide is provided for educational purposes. The platforms' tools change: always check the labels and steps in the real tool. TRIALO's results are fake and don't predict those of a real campaign. TRIALO is not affiliated with, endorsed by or sponsored by Meta.