Setting up for first time

Problem reported by Benjamin Hall 1 day ago

Hi, I was aiming to set up with your free Sole Trader system. I have entered some information and see I have entered it into your Accounting system with the free trial. How do I transfer over to the free version. Or do I start from scratch, Thanks

1 Reply

Hi Benjamin,

In this case, you will need to re-input the data from scratch in the Sole Trader account. You must also close the other account, you can navigate to this account by hovering over your business name at the top right > Select the incorrect account > Head to the Building Icon (top right) > Settings > Close account.

Tommy

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