Migration from one account to another

[Mike_Dodds]

hi i am after migration from one of my accounts to a new one new email is Email removed please help as need every think copying

[rhc]

Hi Mike_Dodds,

First of all it is maybe not the best to post private details (email address).

On your old account you have to run a data backup and safe it somewhere on your computer, you can also send this backup to your email address. Please look here:

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…

Then you have to upload it to your new account. Have a look here:

Importing data from another system

Introduction When migrating to QuickFile from another accounts package you may need to consider how you will bring across the data stored there. This guide will discuss 3 methods for importing data. You can also use our interactive questionnaire here to point you in the right direction. Unless you have a very new company you don’t want to go back and import every single invoice and bank transaction. Importing Opening Balances is the quickest way to get started on QuickFile. Most accounting app…

[Mike_Dodds]

this dosn’t work as i am trying to fire my old accountant

[QFMathew]

@Mike_Dodds - Can I just check, how does your accountant access your QuickFile account at the moment?

It’s not possible to copy invoices across, only clients and suppliers (which we can do).

[Mike_Dodds]

she setup the account and she is the admin of the account inless i can take over the old account from her as she wont answer my emails or phone

[QFMathew]

Hi @Mike_Dodds

If the accountant set up the account they would own the account. Unfortunately you would need to speak with them to get the administrator changed over to yourself.

As you’ve set up another account however, we can copy the clients and suppliers over for you, but unfortunately we’re not able to copy invoices.