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View ArticleMy Bank feed has stopped
I've ran that feed for you. Unfortunately the Barclays feed can never be made to be 100% reliable, given how we extract the information. It's very much subject to website changes or maintenance at...
View ArticleMerge sole trader accounts into limited company
Hi, I have a limited company that has two trading names. I have set the two trading names up as separate quickfile accounts that are sole traders. I did this mainly in order to allow separate...
View ArticlePaypal import help and purchases input
Following on from my other question I have set up a Paypal feed on my accounts but the money coming in seems to equal the money going out even tho I am (mainly) buying. I assume that I may have set up...
View ArticleMerge sole trader accounts into limited company
We can change account types but unfortunately we have no way to merge two accounts. How much activity do you have on each account? Do you know the size of the accounts (in Account Settings >>...
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Paypal import help and purchases input
otsonltd: I have set up a Paypal feed on my accounts but the money coming in seems to equal the money going out even tho I am (mainly) buying. Are you factoring in the transfers from your current...
View ArticleMerge sole trader accounts into limited company
One is L and one is M. I have used them up until now just for invoices so an export of data may be all that is required? ThanksJon
View ArticleMerge sole trader accounts into limited company
I have an affinity account now also but that is setup to administer multiple account as far as I can see. How hard is it to export clients and history etc and then import? ThanksJon
View ArticleYear end tool period
err.. thanks, but that was not the question! The latest period available is 03/14 not 03/15. I have checked my "next year end" date in settings and that is set to 03/16. QF did the submission last...
View ArticlePaypal import help and purchases input
I see, so it automatically account for the bank transfer to Paypal. That will be good when I import the bank details. They are from a cooperative business account. Are there any plans for a feed to be...
View ArticleMerge sole trader accounts into limited company
You can export a list of invoices and various other things by running an account backup. You can then import your sales ledger into the new account.
View ArticleMerge sole trader accounts into limited company
How about clients login areas etc or will I have to set all those up separately again?
View ArticleYear end tool period
I was explaining the change in price, but try now it should reflect the correct date. The company settings needed to be re-saved to commit the new 2016 year-end date.
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Paypal import help and purchases input
Regarding Coop see here. Cooperative Bank integrations Is there an integration for Coop Bank yet so that I can import bank statements.
View ArticleMerge sole trader accounts into limited company
Any new account will be located at a new sub-domain, e.g. mynewcompany.quickfile.co.uk. A client control panel is created as soon as you add an email contact to a client record, but obviously with the...
View ArticleMerge sole trader accounts into limited company
Can I carry the client details across from the old accounts to the new one or do I have to start them from scratch again? ThanksJon
View ArticleMerge sole trader accounts into limited company
Yes you can. When you're ready let us know the QF account number of the original account and the new account and we can migrate them for you.
View ArticleHow to deal with payments in a manual and bank statement import scenario?
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View ArticleYear end tool period
That's fixed it thanks.I had not changed anything on the settings so an odd one I've used the system to ask for a quote. Great support as always!
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