Hi @jimsters
I’ll certainly try my best to try and answer your questions.
-
Yes. If you need to differentiate them completely, we offer a multiple trading styles feature which is available for accounts with a Power User Subscription.
-
This depends. Are the two businesses legally the same, or separate? If the businesses are separate, then I would suggest using two accounts or your accounts could end up confusing and cause more issues than it’s solving. You don’t necessarily need two logins as you could use Affinity to manage this. This is a separate product which allows you to have 1 log in to access multiple accounts.
-
If you’re using two different accounts then you wouldn’t be able to copy items between them.
-
Generally speaking, yes. Excel can save files in a CSV file format which we support. Providing it matches the required columns, then yes it’s possible. Please see this guide for more information. Even if the CSV file isn’t from a bank or building society, you can import it selecting ‘Other’ as the bank account.
-
I certainly think so, but I’m biased
. I’ll leave this one open to the community. -
Definitely! You can connect GoCardless agreements with clients on QuickFile, and then request payment via QuickFile too. So in your example of rent for properties, you could have a recurring invoice which would automatically be generated on a monthly basis, and that can also request the funds via GoCardless for you, and mark the invoice as paid. There’s more on this in our knowledge base too.
Hope that helps!