[ Potential New User] Filtering multiple clients from one bank account?

Hi Tom,

I think what you may be after is more of the project tagging, so you could tag an invoice, purchase, credit note etc to a ‘project’, which will allow you to view reports (profit and loss for example), and view anything tagged to it.

I’d recommend having a look at this thread which explains this feature in more detail:

http://community.quickfile.co.uk/t/projects-in-quick-file/1591

Hope that helps!