Business Groups are used when different divisions of an organization need to be tracked for reporting purposes.


A Default Business Group is automatically set up upon package installs. Modify the existing Business Group or continue to create a new one.

How to Create a Business Group

  1. Navigate to the Business Groups tab from the App Launcher.
  2. From the Business Groups tab page, click the New button. The New Business Group modal will open.

  3. In the Information section next to the Name field, enter the desired Business Group name.


    If this Business Group is the child of another Business Group, select the Parent Business Group from the lookup dialog. It is best practice to create the records starting with the highest parent record, followed by its children when creating a hierarchy of Business Groups.

  4. Fill out the rest of the fields as desired.
  5. Click Save to create the new Business Group. It will be available for selection via lookups for related records in the system, such as Items, Sales Orders, Invoices, and Receipts.

Use Case For Two Business Groups

There are two business entities within a 501(c)6 Professional Association that also has its own Foundation, which is listed as a 501(c)3. Both entities use the same database, but they have their own products and revenue accounts. In this case, they have separate payment gateways and a chart of accounts, for reporting purposes. Therefore, there is a need to create a Business Group for each entity.


Default General Ledger Accounts are generated upon creating the Business Group and must be modified to match the customer's existing accounting system in order for them to be correctly mapped.