rhc
5 December 2019 11:36
2
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:
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:
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…
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