An organization represents a unique accounting system connection. Any accounts connected to the same unique accounting system are grouped into an organization.
If you're a seller with all accounts connected to a single accounting system, you will have a single organization. For accounting firms, organizations can make it easier to manage and stay focused on each client's file.
Accounts without an accounting connection appear under Unassigned. Each account with a custom integration is considered its own organization.
Editing the organization's name: You can rename an organization if you are an admin on at least one account in that organization.
No changes to billing or user access: Organizations do not affect billing, users/teams, or their accounts' connections to sales channels and accounting systems.
How accounts are organized
Organization switcher: Use the organization dropdown to switch organizations. Selecting an organization loads the first account in that organization.
Search: Search spans all accounts and shows results grouped by organization.
Empty orgs: If all accounts disconnect from an org, the org can appear empty, but still visible.
Add an account to an organization
Navigate to the account in A2X (either using search, or locating it under "Unassigned" if it's not yet connected to an accounting system).
Go to the Connections settings page (either by clicking STEP 1 on the account's home page, or via Settings > Connections)
Connect it to an accounting system:
Selecting an existing organization will move the account into that organization and connect it to that organization's accounting system.
Choosing to connect to a new accounting system will create a new organization and move the account into it.
Remove or move an account between organizations
Disconnecting an account from an accounting system (Settings > Connections), will remove it from to associated organization and into "Unassigned".
Connecting the account to a new/different organization will move the account into that organization.