I am new to Quickfile. My company has 1 bank account but I’ve accidentally set up 3 accounts so far, of which one has the live banking feed. I have set up clients and created some invoices that have been paid.
Problem 1: How do I delete the “mistake” bank accounts?
Problem 2: Most invoices are showing as draft in “all sales”, I don’t want to send the client the invoice (again) as I’ve already sent it before I joined Quickfile. These invoices don’t show as outstanding though.
Problem 3: I can’t easily tag payments received from the bank feed to specific invoices. (The only way is Bank feed- Tag (no matching invoices)- allocate client (no unpaid invoices)
I expect all this is caused by having the invoices as draft
Hope you can help!