Set up the Facebook ad account, billing, and access

Choose the permanent settings on paper

Before opening Meta, confirm the business country, billing country, reporting currency, tax or business information, and time zone used by the team. Currency affects the numbers shown in budgets and reports. Time zone controls daily reporting boundaries. The business should understand invoices and compare results with its own accounting system.

Meta's current help notes that changing currency and time zone can create a new ad account. Some countries require the business country and currency to match. Do not select a convenient-looking option or copy an agency's defaults; use the configuration the account owner can support and document.

Create or adopt the correct ad account

In the current portfolio settings, open the ad account area and choose the option to create a new account only if the business does not already own the correct account. If an existing account belongs to the business, add or connect it through the appropriate workflow. If the account belongs to a client, request access rather than claiming ownership.

Use a descriptive name such as ‘Business name — country — primary ads’ rather than ‘New account.’ Enter the approved time zone and currency, confirm the owning business, and record the resulting account ID immediately. Interface wording and account-creation availability can vary.

1. 01
   Review existing accounts

   Check the portfolio and former vendor records before creating another financial asset.

2. 02
   Choose the relationship

   Create for an owned business, add an owned account, or request access to a client's account.

3. 03
   Enter the approved settings

   Use the documented account name, time zone, currency, and owning business.

4. 04
   Record the account ID

   Save the identifier, owner, creation date, and purpose in the control sheet.

Assign account roles without sharing credentials

For an ad account not in a portfolio, Meta describes administrator, advertiser, and analyst roles. Administrators can manage broad account controls and permissions; advertisers can create and edit campaigns and use the account's payment method; analysts can view ads and reports. Portfolio-managed accounts may present access through business settings instead.

Give people access through their own identities. An ads operator generally needs working campaign access, not the ability to manage payment methods or administrators. A reporting specialist generally needs view access, not publishing authority. Test the exact permission in the current setup.

Add the payment method deliberately

Use the account's current Billing or Payment settings and add a payment method accepted in the business's country. Meta may prompt for the method before the first ad is published. Enter accurate billing details and make sure the person performing the task is authorized by the business and payment provider.

Record who owns the method, where receipts and billing notifications go, who reconciles charges, and what happens if the method fails. Do not publish a token campaign merely to ‘test the card.’ Verify the saved billing state and any account notices first.

Separate Meta controls from internal controls

A campaign daily or lifetime budget controls delivery for that campaign or ad set. An account spending limit, when available, is an account-wide control. A billing threshold triggers a charge and is not a spending budget. Your internal approved test cap belongs in the business's own control sheet and review process.

Use more than one layer: approved campaign budget, date range, account-level limit if suitable and available, billing notifications, and daily human review during launch. No interface limit replaces accounting reconciliation.

Plan for billing and account failures

Write responses for a declined payment, expired card, unfamiliar charge, disabled account, suspicious access, and spending outside the approved pace. Name the finance contact, the account administrator, and the person authorized to pause campaigns. Save official support and billing links without trusting unsolicited messages.

If you see a restriction or identity-verification request, read the exact notice inside Meta's business tools. Do not pay a stranger or disclose credentials to someone claiming they can remove a restriction.

Complete the zero-spend verification

Before lesson 06, verify the account name and ID, owner, country, currency, time zone, payment status, receipt route, account access, and internal spend cap. Have the advertiser open Ads Manager and the analyst open reporting from their own accounts.

Capture the current configuration and date the control sheet. Do not continue if the wrong currency or time zone was selected, the business does not own the account it believes it owns, or the payment and access owners are unknown.

• Correct ad account and portfolio
• Approved country, currency, and time zone
• Payment method saved without unresolved warnings
• Every user tested through an individual account
• Internal budget and pause authority recorded