Remote log in

Support
1

Hi,

I have a lady who will be doing admin in QF for me and requires a log in. My accountants (quickfile users) have said becuase she has a log in for another company who she works for, she can’t have another for mine! ??? Been told he wpuld need to log in as me, which is what i will do if have to but can’t track who has done what… This sounds ridicules so wanted to check with you guys

Thanks

Sam

2

Hello Sam

QuickFile is a single company product, meaning you can only have 1 company linked to a single email address.

There is nothing to stop you signing in to a second company using a different email address.

My accountants (quickfile users) have said because she has a log in for another company who she works for, she can’t have another for mine!

Alternatively we have a dedicated platform for Accountants and Bookkeepers called [Affinity.](QuickFile Affinity overview which they can use)

3

Sorry steve bit confused.

So your saying if she uses an email to access another client account, she can’t use the same email address? I had my wife who id admin and someone else before. So its not a case of i can’t team members, just can’t have 2 emails reg to quickfile.

The only way around is her requesting with another email address?

Thanks
Sam

4

Hello Sam

If they access another client using an email they would either need to use Affinity (to connect to multiple clients using the same email) or use a different email address (not linked to another QuickFile account) to connect to your account.

5

If you run your own email domain then you can set up an address like accountant@mycompany.co.uk and use that for the accountant’s “team member” account.

If your main email is on gmail or outlook/MS 365 then you can use the fact that these providers ignore any +suffix before the @ when routing email. This means if your main address is mycompany@gmail.com then email addressed to mycompany+anything@gmail.com will also arrive in your same inbox. But such addresses are different as far as QuickFile is concerned, so you could use mycompany+accountant@gmail.com for your accountant’s team member login.

If you want to be really clever, you can set up a filter on the gmail side to forward these +accountant messages to the accountant’s real email address, but this part is optional.