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How to add a branch and choose the Head Office in Manage

Add a new branch to your company, and switch which branch is the Head Office.

Level: beginner · Updated 12 Nov 2026

Before you start

What branches are for

A branch is a separate office or location of your company. In Aicountly Manage you can keep a list of them and choose one as your Head Office. Only one branch can be the Head Office at a time.

Before you start

  • You need to be the creator of the company. If a company was only shared with you, you can view branches but not add, edit or delete them.
  • Have the branch name, zone and full address ready.

Add a branch

  1. In the left menu, select Branches. If you are asked, pick the company first.
  2. Select Add Branch at the top of the page. A panel called Add Branch opens.
  3. Under General Info, type the Name. This is required. You can also add an Alias and an Opening Date.
  4. Choose the Zone. This is required.
  5. Tick Head Office (HO) only if this branch should become your Head Office.
  6. Under Address, fill in City, Pin Code, State and Country. You can add Address Line 1 and Address Line 2 as well.
  7. Select Create Branch.

The new branch now appears in the list with its location. You can search the list with the Search branches box.

Change which branch is the Head Office

  1. Open Branches.
  2. Find the branch you want and select Mark HO. This button is not shown on the branch that is already the Head Office.
  3. A box asks Make this branch the Head Office? and tells you which branch stops being the Head Office. Select Make Head Office to confirm.

You will see the message Head Office updated.

Edit or delete a branch

Select Edit on a row to change its details, then select Update Branch. To remove a branch, select Delete and confirm with Delete branch. You cannot delete the Head Office. Mark another branch as Head Office first, then delete the old one.

If something goes wrong

  • You see Branch name is required, Zone is required or City, Pin Code, and State are required: fill in the missing fields and save again.
  • You see Cannot remove Head Office from this branch: the Head Office tick cannot simply be removed. Mark another branch as Head Office instead.
  • You do not see the Add Branch button: the company was shared with you, so only its creator can change branches.

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Steps

  1. Select Branches in the left menu.
  2. Select Add Branch, fill in details (Name, Zone, Address), and optionally tick Head Office (HO).
  3. Select Create Branch.
  4. To change the Head Office of an existing branch, find it, select Mark HO, and confirm.

Troubleshooting

Still stuck? Contact support or ask in the community.