I’m attempting to export client data (company, name, address, email, telephone) from one instance of QF (limited company, being dissolved) and import it into to a new instance of QF (sole trader). I assumed the CSV fields would map, but there appears to be a fair bit of disparity - there seems to be no address field on the import side; there is ‘CONTACTNAME’ in the export, where there are separate fields for first and last name to be mapped on the import side, etc. - am I missing something, or is QF not correctly interpreting a CSV which it produced?
The problem appears to be with exporting (i.e. taking a full backup of the account) as here the address gets concatenated onto one line. I think we’ll change that soon.
Leave this with me as I think we can run an admin tool to do this for you. Do you also need suppliers migrating over?
Thanks @Glenn. Yes please - I’m carrying on business, but as a sole trader. I’d like to transfer clients, suppliers and repeating invoice templates if possible.
Related: Any ideas on the easiest way to migrate GoCardless authorisations?
The problem I see here is as a Sole Trader you’ll have a different bank account. So you’d likely need a new GoCardless account. I’d check with GoCardless to see if they can migrate the pre-auths for you but last time I checked they weren’t able to do this?
Let me send you a PM to get the necessary details for migrating the clients.
It’s a different bank account, but I was just able to add it to my GoCardless merchant account and select it as the payout account. I’ll check with them about migrating the pre-auths. Thanks!
Hi there, i’ve just joined the community as experiencing the similar issue. I set up a new QF account as I formed a ltd company instead of sole trader on 05/06/15
I’ve copied over all invoices/estimates since 05/06/15 and clients but all the client address data is missing and I can’t see a way to export/import recurring invoice templates.
Do i have to set them up again (145 ish)?
Neither account needs to be linked to a bank account
We have a tool now we can use on the admin side for converting a Sole Trader account to an Limited company account, takes 2 mins to run. I’m afraid exporting and importing the CSV will leave you with a lot of missing information. The exports only capture the meta data on invoices not the details.
There’s also no export/import routine specifically for recurring invoices.
Can I clarify. Have you switched from a sole trader to Limited? Or did you wrongly setup a new account as a sole trader, when it should have been setup as a Limited company?
If it’s the former you shouldn’t be migrating any invoices at all.
I have recently switched from trading as a Sole Trader to Ltd company
I have two separate quickfile accounts - one for the Sole Trader, one for the Ltd.
My problem:
a) I imported all my clients from the ST to the LC account all the address data is missing
b) A lot of these clients have recurring monthly/annual invoices set up and I would like to keep these in place too
I don’t really mind which way is best to achieve it but I would rather not have to reenter the couple hundred address and recurring invoice profiles if possible. Can you duplicate the sole trader account, switch it to Ltd Company and then delete and invoices prior to the date the company was formed? Thanks for your time
We can migrate the client records for you includes of the addresses, if you PM me the account number for the Sole Trader account and the account number for the LTD account I can do that for you.
I’m afraid we have no such tool for migrating the recurring invoices so this would need to be done manually.
