CustomBooks™ Product Perks: June 2026 - Chart of Accounts and Groups

CustomBooks™ Product Perks: June 2026 - Chart of Accounts and Groups

Account Groups provide a powerful, non-posting organizational framework that determines how accounts are structured and displayed on financial statements.

CustomBooks supports an unlimited number of account groups and chart of accounts - giving your business the flexibility to grow while maintaining clear financial organization and reporting.

Key Highlights:

  • Unlimited Account Structure: Create unlimited Child Accounts, Parent Accounts, and Account Groups to support even the most detailed financial requirements.

  • Improved Financial Organization: Account Groups provide a clear, logical Chart of Accounts structure for managing and reviewing financial data.

  • Simple Account Management: Easily assign or unassign Child and Parent Accounts to Groups through guided messaging.

  • High-Level Financial Visibility: Group Totals automatically combines the balances and activity of all assigned accounts, allowing for quick analysis and informed decision-making.

  • Clear Financial Report Hierarchy: Financial reports display a structured account hierarchy with visible indentation for Report Sections, Account Types, Groups, Parent and Child Accounts; making relationships and account rankings easy to understand.

Account Groups help transform complex financial data into organized, actionable insights - giving you faster analysis, greater visibility, and stronger financial control.

See Account Groups in Action now:



For Training or Support on the Chart of Accounts and Groups contact the Professional Services team and schedule an appointment:

Learn more about all of our Professional Services: https://help.custombooks.com/portal/en/kb/articles/professional-services

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