Hello, I appear to have a very basic question for which I am unable to find an answer in the knowledgebase.
I am a sole trader (doctor) wanting to use QuickFile for my bookkeeping. My “clients” are my patients. In order to import the list of clients, I am at a loss as to what to use in the “Company Name” which is a required field.
Do I use their full name in the field? Or is there a totally different feature that I should be using that I have completely missed?
Thank you in advance.
Hi @andenning
“Company Name” can be anything you wish - it doesn’t necessarily have to be for a company.
So you can use a patient name here if you wish.
Hope that helps!
Thank you, that is most helpful.
I am not an accountant so I want to avoid messing up
1 Like
This topic was automatically closed after 7 days. New replies are no longer allowed.