Upgrading to Affinity from Standard Account

[Paul62]

I have tried out Quickfile on our own accounts for free, like it, but we are nearing the point where we will move into the Large category. I am also setting up the books for another limited company and check them going forward. This side of our business could expand. Therefore the Affinity product sounds like the best fit.

However, I can’t work out how to transfer the work already done in the standard free account into a profile in the Affinity product. I’m assuming I shouldn’t link the profile as we don’t need the independent dashboard and that account will shortly pass 1000 ledger entries.

Thanks.

[QFMathew]

Hi @Paul62

Affinity is a separate product to the standard QuickFile account, so you would need to link an existing profile.

Affinity basically is an overview of linked accounts, where you can see key dates and use one email and password to login to multiple accounts.

Accounts linked with an Affinity account do not need to subscription, so providing it’s linked, there’s no obligation to renew the subscription when it expires.

Hope that makes sense?