Affinity Issues

[PinnacleBK]

I don’t know if I’m misunderstanding how QuickFile Affinity works.

I am a bookkeeper with three clients using QuickFile. I want to be able to log into each account from one email address, rather than three separate ones as I do now. So far so good.

However, I want to create two new accounts as one of my clients is separating their current Ltd company into two new ventures. I have tried to create these on his behalf via Affinity but it won’t let me use my email address. I thought that was the point of Affinity? I have set up via Affinity because I don’t have any other email address that I want to use.

Also, I do not want to receive any charges for any new accounts set up - for the software costs. Any subscription fees should be paid by my client.

Help. I don’t want to create something I don’t need but it doesn’t seem to be working like I expected!

[QFMathew]

Hi @PinnacleBK

With Affinity you can use your one email address to access multiple accounts. I’m not sure at what stage you would be entering your email address to receive the duplicate email error?

What happens when you connect your Affinity account with your client’s account, is, we create an email address for you which is just used for the purpose of logging you in.

Also, I do not want to receive any charges for any new accounts set up - for the software costs. Any subscription fees should be paid by my client.

Affinity is charged per client attached. You’re welcome to pass these onto your client if you wish. There’s more on the Affinity billing, here.

I hope that helps, but please let me know if you have any further questions.