I’m currently setup as a sole trader in QuickFile and I want to go limited,
I want to migrate all my customers and direct debit authorizations and reoccurring invoices into a new limited company QuickFile account, how do I do that?
Existing expenses do not need to be migrated,
As far as I am aware I believe you should treat the new limited company as a separate entity so you would need to set up a new account within QuickFile. (I am not an accountant so I may be wrong)
You can download clients etc and then import them to the new account (We can also help with this). You will also be able to bulk import any invoices that need to be with the ‘new’ company.
Hope this helps?
Can I transfer my direct debits over too?
We can copy your clients and suppliers across for you if you wish? I’ll need to double check but I do believe this would include your direct debit mandate references too.
Unfortunately we don’t have a way to copy the recurring invoices over, so an export and reimport may be the best way to do this.
Let me know if you want the clients copied and I’ll drop you a private message to get the ball rolling.
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