Questions for Receipts, VAT and charges

A QuickFile profile is the same as a standalone QuickFile account. They can be attached and removed from Affinity and work either independently or through 1 Affinity account. The Affinity account would be for your practice and each profile would be for a client’s accounts (e.g. one per limited company, sole trader, partnership etc.).

However, each team member on these accounts needs to have a unique email address, so where one person manages multiple QuickFile profiles, they would need to use different email addresses.

A bank feed can be added on. It’s available for the individual user to purchase through their account (see more here), or you can add it on to your account and be billing as part of your daily fees. You can then include this as part of your package to your client if you wish (more info here).

Detaching a profile would be the way to do this. However, please bear in mind that if the Affinity account is the owner of the account, it may be scheduled for deletion. You should see a warning about this before proceeding.

As above, if a profile is detached from Affinity and the Affinity account is the owner, it may be scheduled for deletion. You can back up the data in the account at any time however by following this guide. Most of the reports can also be exported in .csv format too.

Affinity can be accessed through https://affinity.quickfile.co.uk. This will allow you to access each of the connected accounts rather than going to the individual account log in pages.