Different clients for different bank accounts

[yusra]

Hi, I’m new to Quickfile. I have two business locations so two separate groups of clients. I also have separate bank accounts for each location.

I have added the two bank accounts to Quickfile but can’t seem to allocate one bank account to the particular set of clients and the other to the rest. One bank account is set to default and can’t seemt o change that.

Would really appreciate the help

[QFMathew]

Hi @yusra

A bank account isn’t specifically allocated to a set of clients. You would just input your bank transactions to the relevant bank and tag them to the invoices as you see fit.

QuickFile does the rest in the background so you can see what payments came from what bank for what invoice etc.

Hope that helps!

[yusra]

Hi!

Yes it does, thank you