Step 1: Please go to Customers Section and select Groups.
Step 2: Click on Add Group.
Step 3: Enter the group name and, if needed, a description. Then, use the search bar to select the parties and Create group.
If required, you can select the both customers and vendors also and add them to get the combined ledger.
Step 4: Once the group is created, you can see the party details and combined ledger for them.
Note:- This feature is available from Rise Plan and accessible in the Web version only.