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How to group stores by Company in ConnectBooks
How to group stores by Company in ConnectBooks
Moishe avatar
Written by Moishe
Updated over a month ago

Managing multiple stores in ConnectBooks can sometimes be overwhelming, especially when running Profit & Loss (P&L) reports or accounting exports. The new "Group by Company" feature simplifies this by letting you organize stores under a company name.

How to Group Your Stores

  1. Go to "Stores & Files" in your ConnectBooks account.

  2. Click "Manage" on the top right and enter a company name.

  3. Select the stores that belong to this company and click "Save".

  4. Repeat for additional companies as needed.

Benefits for Reporting

✅ P&L Reports – Run reports by company instead of individual stores.

✅ Accounting Exports – Automatically sort data by company name.

✅ Better Organization – Easily track and analyze financials.

With this feature, managing multiple stores is now simpler and more efficient. Try it today in ConnectBooks!

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