Sharing with accountant

[NeilGoodwin]

Hi,

Is there anywhere on the Quickfile pages where i can invite my accountant to have access to my quickfile account?

Thank You,

Neil

[Lurch]

Adding new users to your account

Adding New Users Step by Step This guide will help you to add additional users to your account. Please note: only the admin user on the account will be able to create, modify or delete team members. 1. Log into your QuickFile Dashboard. 2. Select the “Account Settings” option in the main horizontal menu and select “Team Management”. [image] 3. To add a new user, click on the “Add a new team member” button: [image] 4. You will now be presented with a dialogue box to provide the user’s ful…

[NeilGoodwin]

Thank you very much, very helpful