Removing profile and access

Support
1

I have a client for whom we have been doing bookkeeping, but she no longer requires our services.

We have her QF profile on our Affinity account and I intend to detach her profile, but in doing so:

  1. Will this mean we will no longer be charged for her profile space?
  2. Will her accountant still have access (I granted him access previously)
  3. Can I export the data/do a back up somehow? - I see previous pages detailing how to do a backup have disappeared.

Thanks in advance

2

Hi @PhilMarshes

  1. If their profile is no longer linked to your Affinity account, then the Affinity account holder will no longer be charged, but normal charges will apply to the account. For example, if they are graded as L or XL, they would then require a Power User Subscription.

  2. I’m assuming the accountant was set up as a team member rather than through your Affinity account? Each profile can only be attached to 1 Affinity account, which would be yours in this case. If they are a team member, then they can access it as normal.

  3. Of course. We offer a back up facility - there are more details here. Are you able to give me some more details about the pages that have disappeared please, and I’ll update these where possible?

3
  1. They are graded as M - so what is the implication for that?
  2. I set them up as a team member after logging into the clients account.
  3. See uploads
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4

I can’t see how to take a back-up of the client in question. Is there not a way of exporting everything to Excel in one simple method? Can you not supply a simple step-by-step guide?

5

If they are graded as M, they can continue to use QuickFile for free until they hit 1,000 ledger entries. At this point, they will be prompted for a power user subscription, but there is a deferral period.

If they are a team member, then great - they can log in as normal and continue to access the account.

With the backup, I think because the post is from 2013, we have since moved our knowledgebase to our forums. You can view the guide, here. This will generate a zip file containing the account data in CSV format, which is compatible with Excel.

Hope that helps!

6

No it doesn’t help. This is unhelpful to the point of being vexatious. The guide does not tell me how I take a backup - it only tells me how to turn on automatic backups - and even that isn’t correct because it says: “From your dashboard, click to view your account settings. Within the account settings main page you will see an option ‘Weekly/Monthly Backups’. Click this link and you will see a simple form where you can input the start date and specify the frequency (e.g. weekly or monthly).” … . but there is no such link.

7

Here I am in Account Settings … where is Weekly/Monthly Backups??!

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8

You need to access this from the account settings of the QuickFile account you wish to back up, rather than your Affinity account settings. If you log in as you normally would from your Affinity Dashboard:

Then go to Account Settings >> All Settings >> Weekly/Monthly Backups

From here, you can set up a backup schedule:

Once the schedule has been set up, you will be presented with a “Run Now” option:

If you no longer require the scheduled back ups (although we recommend you keep this enabled), you can then cancel it from the same screen.