Hi I’m starting a second business shortly and would like to be able to log purchases and payments into QuickFile. Do I need to open another Quickfile account or is there a way I can add another bank account for the new business and log everything against that. Most payments from clients will take place online, so very rarely will I need to send clients invoices for the new business. Is there also a way to automate the recording of payments made by clients online into the Quickfile system? Thanks Lucy
Hi,
If it is a different business then you will need a second account. But you could use Affinity to work on both accounts without log out and in all the time.
Yes you can automate things in quickfile via bank tagging rules, via their api or using Zapier for example
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Thank you. I thought a new account would be the case.
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