Profile template

I have opened a profile in affinity and set it up as a template.
It’s adapted to more modern terms
I now want to make copies of the profile for 3 new clients
Can I do this (please say yes)


Hi @DinahJones

What sort of things were you looking to copy between accounts? Things like branding are done through your Affinity dashboard, so these would be automatically applied anyway. But more account specific settings like nominal codes and invoice design, can’t be copied at this time (sorry!)

I think what I’m trying to say is can I completely clone a quick file affinity profile.
For example, my own accounts, if I wanted to test something or remove and redo a bank without affecting the actual accounts until I knew it was right, could I just duplicate the existing profile.

What I mean is
Making a duplicate account

I.e if we do the account for Bells Beers
Can we copy the whole account

Hi @DinahJones

Thank you for explaining this in some more detail.

I’m afraid that what you’re asking isn’t possible.

I’m sorry i couldn’t be of more help on this occasion, but if you have any further questions, please don’t hesitate to ask.

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