---
title: "How do I set up account groups & records?"
slug: "how-do-i-set-up-account-groups-records"
updated: 2026-06-10T11:26:25Z
published: 2026-06-10T11:26:25Z
canonical: "help.cintra.co.uk/how-do-i-set-up-account-groups-records"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I set up account groups & records?

## Details about Accounting Groups

**Accounting Groups** allow you to define a structure for a payroll or group of payrolls so that their pay periods are assigned to accounting periods to match the accounting system logic. The **Accounting Group** defines the accounting periodicity e.g. **Lunar** or **Monthly**. It can be used to group payroll periods together and also define how each payroll pay period is assigned to an accounting period.

For more information, see [How do I set up accounting groups and records?](/iq/docs/how-do-i-set-up-account-groups-records#details-about-accounting-groups)

## Create accounting periods with an accounting year

Before you can produce a **Journal** of your company accounts, you need to set up an **Accounting Structure** in order to apply logic to all your accounting journals, and enable pay periods to be aligned with company accounting. For more information, see [How do I create accounting periods with an accounting year?](/iq/docs/how-do-i-create-accounting-periods-within-an-accounting-year)

> [!NOTE]
> **Note:** Once an Accounting Group is set up, you will need to maintain it for each new accounting year.

## Rename an accounting period

You can rename a period to a descriptive accounting term name, if required. For more information, see [How do I rename an accounting period?](/iq/docs/how-do-i-rename-an-accounting-period)