I use Quickfile in my role as treasurer for a charity. One of our on-going projects is now about to split off as their own charity. For their records, it would be really useful if I could give them a copy of our Quickfile, but with all the non-relevant things stripped out. Is there a way I can do this? I’ve thought about using the backup however in there I cannot necessarily distinguish which bank transactions relate to them and which do not. Any suggestions?
Thanks!
Hi @Elsvan,
The back up would be the best way to give them data. If you have used a project tag for this specific project you could also run some reports with the project tag filter?
Unfortunately I don’t think there would be a simple way to do it, but if I can think of something I will let you know
Okay. Is there any way I can do a “Save As” on my Quickfile db? So that it then becomes a new one and I can strip out the stuff I don’t want?
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