Hello
We have a client who was a limited company but changed to a sole trader. They are still using the same QF account. Is there any way to change what type of QF account it is? The invoices are showing as a limited company and they would like this taken off. We cannot find a way to do this.
Hi @rebecca
As it’s a change in legal entity, a new QuickFile account would need to be set up. Sole trader and limited company activity shouldn’t be mixed, so this way it’s kept separate.
However, if you need help copying clients and suppliers from one account to the other, please let me know and I’ll be able to help with this.
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