Importing an invoice from one QuickFile account to another for invoicing

How-to
1

I read a post querying the above which sparked my interest … but I cannot see (find) a tutorial

How To : Link between two Quickfile accounts

Can someone point me to the relevant page please.
Thanks

2

Hello @SystemsModellingLtd

Do you mean using Affinity?

This allows accountants and bookkeepers (mainly) to have access to lots of QuickFile accounts using a single email address.

I also found the below in the forum

3

No. I wanted some way of issuing a Sales invoice from one Quickfile account that appeared as an Sales Invoice in another company Quickfile account.

e.g.
Company A (sells fruit)
Company B (makes Jam and therefore buys fruit)

Company B raises a Purchase invoice for Apples to Company A
Within Company A book keeping a new Sales Invoice (or estimate) appears
???

Or maybe

Company A raises a Sales Invoice to Company B
within Company B a new Purchase invoice appears.

??

Anything like that possible ?

4

So … some how setting up a client as a QuickFile client.

6

I think I found a suitable solution …

https://support.quickfile.co.uk/t/importing-an-invoice-from-one-quickfile-account-to-another/34732

7

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