Best way to back up and close account?

[Bryan1958]

I have a client whose company has ceased trading. How do i back up all data to Excel and close the account? It is also connected to my Affinity panel so I’ll need to remove it from here too and stop subscriptions being collected.

[QFMathew]

Hi @Bryan1958

You can find instructions on how to run a back up to .csv files in the guide below.

Create a data backup schedule

Introduction With QuickFile you can schedule a monthly or on-demand backup that will capture a snapshot of all your data in CSV format and email it to you as single Zip file or transfer it into your Dropbox account. Doesn't QuickFile backup my data anyway? Yes we backup all your data every 15 minutes to an offsite location. This is in the unlikely event of a system failure. The Email/Dropbox backup facility is there to give you extra peace of mind by allowing you to retain a local copy of your…

I’ve also included a link to a guide on how to close the account too:

How do I clear my account?

Deleting purchases, sales, suppliers and customers QuickFile has a built in Account Clearing tool that enables you to roll-back the account to the state when the account was originally opened. You can find this tool in the Account Settings area, by going to Account Settings, selecting All Settings, and then clicking the ‘Clear all data in your account’ option: [image] The account clearing screen looks like below: [image] You have the option to delete all the information but leave the clien…

If you wish, you could leave the account active but just disconnect it from Affinity. Providing the user has their own username and password set up then they can still log in and view historic data (however, a subscription will be required if they are in the L or XL account size bands).

[ian_roberts]

@QFMathew

Providing the user has their own username and password set up then they can still log in and view historic data (however, a subscription will be required if they are in the L or XL account size bands)

And given the L/XL size band is based on a rolling 12 month ledger count, they’ll only need a subscription for the first year - if they’re not adding any further transactions to the account then it will slip back down below the threshold naturally at some point over the next 12 months.