Workspaces

Support
1

I have an existing QF account running 3 workspaces. I need to create a NEW QF account with new login credentials etc etc. However, I need to copy / mirror one of the existing workspaces to the NEW QF account which must contain all the records etc so that when the new workspace is opened in the new QF account it will exactly mirror the existing Workspace in the existing QF account. I can then detach the existing workspace at a later date. Is this possible?

2

Hello @gc.lee01

It is not possible to create a copy of an account, can I ask why you require this, please provide a use case.

We can for example copy clients and supplier records (no transaction)from a sole trader to a limited company account (as these would be separate legal entities but may require the same clients and suppliers)

3

Its very simple - the client wishes to have their own QF account now and not to simply have access via my account as a team member. As they want their own account I need the account copied so they can have access and make there own payments to QF rather than for me to pay for their account usage and then bill the client that I will no longer have. If workspaces can’t be transferred to a new QF account then this rather defeats the object of the exercise although this action is perfectly possible with the back end support with other providers. No matter it can’t be done as I will find a workaround as simply copying customer / supplier records (no nominal I suppose) without transactions would be self self defeating.

4

QuickFile accounts can be managed in three ways

1. A stand alone QuickFile account (not connected to Affinity)

You can do this by making the clients email the admin then disconnecting it from Affinity.

  • The client would be responsible for the account and the billing (they would require a Power User Subscription if they have over 1000 nominal postings in a rolling 12 month period).

  • The could also create an email address for you and add it as a team member (which could then be used by you to access the account.)

2. Affinity managed accounts

  • This gives you more control as you can access the account through Affinity.

  • There is no Power User Subscription requirement

  • Billing for the account is done through Affinity, you are billed for the number of days connected.

  • The client can be added as a team member giving them access.

3. A combination of the two previous methods

The client manages their own account as per method 1, they can then request you to add them to Affinity when they need your services such as year end, you can then connect them for a week or so while you carry the work out for them and disconnect them afterwards. You would only be billed for the period they are connected.

Hope that helps

5

OK - Thanks for the update. Much appreciated

6

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