We have multiple Quickfile accounts and use one email as we have signed upto Quickfile Affinity. We have a client who is down as the administrator on their account and when we add ourselves as a user to their account, we have to input an email address. Where do I find the email address that I need to use, in order to for us to access the account?
Hi @BethBrown,
If you are using affinity then you can just add them to your affinity account. Or you would need to use a unique email address that you haven’t used in any of the other QuickFile/Affinity accounts.
Hi,
When I go onto the Affinity account where all the clients are listed, that particular client is already there. Does this mean we should automatically have access to his account?
If the account is showing on your Affinity dashboard, then yes, you have access to it
Hope that helps!
The original issue I had was that I can’t see any of the client’s bank accounts. I assumed this was because we didn’t have access but it is clearly a separate issue. I can see all the sales and purchases and when I look at the bank accounts on the dashboard it shows the balances etc. However, when I go into the bank accounts, it doesn’t show any transactions. Please can you advise.
How old are the transactions? Quickfile recently made a change here that hides older transactions (over 2 years).
Yes they are over two years old
In that case you need to use the advanced search to search for the transactions over 2 years old as they are not displayed in the standard view. .
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