Creating my own Quickfile account whilst being a Client of different Quickfile account

[ichimga]

Hi,

I am writing on behalf of a client (on a personal level, Quickfile software is not involved yet). They are a client of Quickfile account of a specific company. I have went on signing up a Quickfile account of my client (sole trader) using their only email which would be shared as a Client under the X company and their own Quickfile account. When I received the email after inputting my client’s email address I didn’t get a prompt to create their Quickfile account but only a link to access the X company as a Client.

How can I create my client’s own Quickfile account whilst they also have login details as a Client under company X?

Thank you,
Alex

[rhc]

Hi, you can have your email only on one quickfille account. If you would like to be able to login to two or more quickfille accounts you would need 2 or more different email addresses. That said, with most email account providers you can have alias (different email addresses under one login)

Hope this helps

[ichimga]

That’s good to know. I’ll use an alias.

Thanks!

[ian_roberts]

Each email address can only be a team member or admin on one QuickFile account but it can be a client on any number of others. As long as you’re not already an admin on another account you should be able to set a new one up under your main address.