Multiple users at one time

Two of us are starting to learn Quickfiles using a free account. Can we both be logged in at a time so that we can discuss the features and both carry out operations? We’ll be on zoom at the same time.

Hello @Upozi

You can yes.

You will need to go into Account Settings > Team Management and add the second user.


Thank you. This works OK. At least one of the participants needs to keep refreshing their screen.

What do you mean by the refreshing the screen?

I think s/he means when one person does or changes something in their quickfile account, like creating a new invoice or entering a bank entry, the second person has to refresh the browser to be able to see the changes.

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Yes. That’s what I meant. Thanks.

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