Account created with wrong business type


Please help! I created a Quickfile account yesterday but it was set up with the wrong business type (Limited Company). I think this happened because there was a problem with a missing required field, and the business type field must have reset itself to default without me noticing.

Can the account be either reset from scratch with the correct business type, or deleted so that I can start again?

The business type I intended to use was Charity (limited company). (We are a registered charity and also a limited company.) Is this the correct type to use? We need to record donations, and it was the absence of any means to do this that caused me to notice the “incorrect” business type setting.

Thanks for your help.

I don’t think you need to worry here. Charity (Limited) and Limited Company both use the same configuration. The setup is identical if you select either of these options.

I moved a post to a new topic: Accounting for charitable donations

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