How to add a new company to my profile?

[MichelleClarke]

I have google and been told to hit the + button on the right hand side of the screen to add a new company.

My + button does not allow this. The = button allows me to add a new purchase, create a new invoice etc.

Please advise what I need to do.

[QFSteve]

Hello @MichelleClarke

Can I just clarify exactly what you are trying to do?

Adding a new client (customer on QuickFile) can be done by going to Sales > View Clients > Create

QuickFile is a single company product, meaning you can only have 1 company linked to a single email address.
There is nothing to stop you signing up a second company using a different email address.

Alternatively we have a dedicated platform for Accountants and Bookkeepers called Affinity. This is a single dashboard where you can group together all your client profiles, track key filing dates and setup your own branding and logo on their accounts.

We have a more general guide on Affinity here:

https://support.quickfile.co.uk/t/quickfile-affinity-overview/8828

We also have an Affinity pricing calculator here:

https://www.quickfile.co.uk/home/affinitypricing

Billing for all accounts is calculated daily and collected monthly (via Direct Debit). You only pay to the exact day each account is connected and there are no other monthly fees or long term commitments.

I’ve included a few other Affinity related resources here that cover some of the extended features.

White Labelling:
https://support.quickfile.co.uk/t/white-labelling/8830

Affinity Workspace (for collaborating with clients):
https://support.quickfile.co.uk/t/affinity-workspace/8825

Restricting access to Affinity users (i.e. letting them see only certain companies)
https://support.quickfile.co.uk/t/restricting-access-in-affinity/9307

Billing explained:
https://support.quickfile.co.uk/t/billing-explained/8826

If there’s anything I have missed or you have any other queries, please do not hesitate to get in touch.