Please could you tell me how to move client records from one QuickFile Account to another. I’ve read on another entry that you have to do it from your end. Please let me know what information you need in order to make the move. Thanks
Hi @Lucy1
You can do it yourself using exports and re-importing them, but it is much easier for us to do it for you
All we would need is the old account number, and the new account number. I’ll send you a private message now to get some more information from you. Look for a green notification in the top right hand corner
Hi I an too looking to move to another QF Account. the charity will be taken over another charity, we would only need transactions from the current year, but will still require all clients and suppliers. gocardless stripe linked banks
your support would greatly be appreciated
I’ll send you a private message to get some more information from you - please look for a green notification in the top right hand corner.