You can create custom groups and subgroups within the default categories in your chart of accounts.
Click the Chart of Accounts tab by clicking the Settings dropdown.
Click the Profit & loss or Balance Sheet tab.
Click Create group.
Enter a name for the group.
Select the category for the group. Doing this will display the available accounts to move into the group.
Select the accounts to add into the group.
Click Create.
The group is added under the category.
You can now move other existing accounts into the group, either with the Reorder option, or by using the options in the Actions for each account.
đ TIP: You can click Create and reorder the accounts later.
Click Save group.
đ TIP: Once you have several groups, you can even drag groups into existing groups to create nested groups.
