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Invite Accountant to see my QuickFile account


#1

How do I invite my accountant to view my quickfile account?


#2

Hi @Sarah2

There are 2 ways you can do this, but it depends on your accountant.

  1. You can simply add them as a team member by going to Account Settings >> Team Management. This can only be done if they don’t use their email address for another QuickFile account as we operate a one account per email policy.

  2. The other option is to use Affinity. If they manage several accounts, it’s likely they’ll already have an Affinity account. If they wish to use the same email address that’s already been used for another account, this is also the way to go. They would need to sign up and request access to your account. There’s more on Affinity, here


closed #3

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