Changing from a Limited Company to a Sole Trader when the account has been running for years

You would need to use a different email address. This doesn’t have to be a professional one, to begin with, it could just be a temporary one that’s updated later on. So you could use a temporary Outlook email address, for example. Or if you use Google Mail, you can use the plus trick - just add + and some text before the @ symbol, and it will work the same.

For example:

  • example@gmail.com
  • example+test@gmail.com

Both of these are the same email address, and go through to the same inbox.

With the exporting of data, the best thing to do is to create a data backup. We have some step-by-step instructions on this here: Create a data backup schedule. This gives you a zip folder with multiple CSV files (which are like a very basic form of spreadsheets).

You can then import the required data into your new QuickFile account using the import tools. I’ve included a few links below which may help: