Add an account group - Commercial
Create new account groups to organize accounts across memberships with sharing and visibility options.
Here’s how to add an account group:
- Select Accounts > Customize Account Groups from the top menu.
- Select Add account group.
- Enter a Group name that reflects the purpose (e.g., Payroll, Tax Accounts, Retail Division).
- Select the accounts to add — choose all accounts for a membership or individual accounts.
- Select Save to create the group. Use the eye icon, shared toggle, and arrow icons to adjust visibility, sharing, and order.
- To edit or delete a group later, use the pencil or trash can icons in the Customize Account Groups listing.
More accounts
Customize account groups (Commercial)
Rearrange, show or hide, and share account groups across your memberships. Get step-by-step instructions to customize them.
Personalize accounts (Commercial)
Rename and reorder your accounts to make navigation quicker and more intuitive. Get step-by-step instructions to personalize them.
Print and export transactions (Commercial)
Filter, download, and print transaction history in multiple formats, including CSV, OFX, and BAI2. Get step-by-step instructions to export or print.
We're here for you every step of the way.
Check out our support centre for step-by-step instructions on new and returning features.
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Phone:
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