Merging of 2 accounts

[slr]

Hi,

We have 2 company trading names which operate under the same Ltd company and have been running 2 Quickfile accounts so that we could have different branding on the invoice headers.

We have recently managed to sign up for a power user account and make use of the multiple trading style/templates which can be used from one Quickfile account to accommodate our set up etc.

All is working fine the only issue I have is that from time to time we need to access the old account simplyfolders.quickfile to look up historic transactions and to do this we’re going to have to upgrade this account also to a power user when we won’t be using it going forward and have already paid for one power user subscription (estate.quickfile)

Is there a way around this ?

Regards,

Stuart

[QFMathew]

Hi @slr

You can transfer files using the back up and import feature. However, I’m not sure if you merging accounts is possible. Bear with me, and either myself or another QF team member will come back to you shortly.

[Glenn]

It may be more effective for you to manage the two accounts under Affinity if you want to retain ongoing access. This will give you one dashboard where you can access the two companies. The cost for managing two Large companies under Affinity would be £6.11 per month.