My company is changing from a Sole Trader to a Limited Company, what should I do?

Created by David Costello, Modified on Tue, 30 Sep at 10:26 AM by David Costello

One option might be to do a Setup Copy of your company. This allows:

  • Copying the setup/background information e.g. customers, suppliers, bank accounts, analysis categories, nominal accounts etc
  • But it does not copy ANY figures (opening balances, transactions etc.). 


We would strongly recommend that you contact us first to discuss the options and steps. 

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