Group accounts

I have a group of 3 companies that I use QF for, at the moment this is set up so that I have an affinity area. This works fine. However I would now like to give access to my accountant so that he may do the accounts. How would i do this without just giving him my log-in which is not really appropriate, especially with the new GDPR regulations.

How might I do this?

As far as I am aware my accountant does not use quickfile (i intend to educate him)

Hi @Larrybulmer

As you are already using Affinity, there are 2 options:

  1. You can create an account for your accountant at Affinity level (under ā€˜Team Management’ options).
  2. You can create an account for them individually on each of the separate accounts (under ā€˜Account Settings’ > ā€˜Team Management’)

This would give them their own login, and give you greater control over what they can access.

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