Invite a client to Affinity

[Bryan1958]

I have set up a new client in Affinity (integrityfitness), how do I invite the client to add themselves to the Quickfile account and add a bank feed?

It would be good to have an ‘invite client’ button. Maybe they are just added as part of the ‘Team’, but it looks as though that is more for members of the accounting firm.

Also, bank feed only seems to support past 90 days, is anything prior added as a csv file?

[QFSteve]

Hello @Bryan1958

I have set up a new client in Affinity (integrityfitness), how do I invite the client to add themselves to the Quickfile account and add a bank feed?

From your Affinity

• Click on the client
• Jump To > Team Management
• Add new Team Member

Bank Feed

Is the client purchasing the bank feeds or are you adding it to Affinity (billed monthly?)

Also, bank feed only seems to support past 90 days, is anything prior added as a csv file?

The banks authorisation only lasts 90 days, you can import 21 days historical data from the feed, for anything older you would have to import a bank statement