Hello, Is it possible to reset the financials on Quickfile? We’ve been using it for a few months now to try it out and are thoroughly impressed with it. However we need to reset the financials now so that we can key in a new starting balance and start again. Is this possible whilst maintaining cus…

Thank you! Once I’ve reset it, will customers still be able to login to their portal and view their previous invoices?. I basically just want to set a new starting balance for the main bank account, and zero off the PayPal holding one, without affecting any payments or customers currently on QF. Is…

NO, it will reset all financial data

Thank you, But now back to my original question: What is the best way to set a new starting balance WITHOUT customers loosing their invoice history? Many thanks, Oliver Nash

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Reset Financials?

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FaradayKeynes 31 March 2014 20:23 2

Here is link to reset QF

Here is link to handle gocardless