Transfer of addresses from Sole trader account to Ltd

[DinahJones]

Good Afternoon,

Recently you were able to transfer a load of client addresses from a sole trader account to a limited company account, but it didn’t upload the email addresses and the telephone numbers alongside it. If I were to add those with the import tool would it overwrite the data that was already transferred by Quickfile or would it just add to the addresses?

This is in relation to a topic that was solved 8 days ago but we are now realising the email addresses and phone numbers weren’t included.

Thank you

[arjunsuhass]

Using the import tool to add email addresses and telephone numbers should not overwrite the previously transferred client addresses. Just ensure the import settings are correct and consider backing up your data before proceeding.