Hi, I started a quick file account many years ago but used it purely as an invoicing tool. I now want to make use of all of the facilities by creating a limited company, link to bank accounts and comply with MTD etc. I am unsure how to ‘reset’. I don’t want to lose all my existing invoice data but feel I need to import my existing data into a new account. Any help/suggestions
Have you previously been using QuickFile for the same legal entity (i.e. you already had the limited company) or are you intending to switch from sole trader to limited? If the latter you will have to start a fresh account anyway as the limited company and the sole trader are separate legal entities and you need to keep separate books for each.
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