Important: The steps must be performed in HandiLedger with all other programs closed. These changes will only affect the current year's database.
Change the client from individual to non-individual
Log in to HandiLedger and select the entity, then click Edit.
Change the client details from Individual to Non-Individual.
If the incorrect entity type has been set up, change the type e.g. from Sole Trader to Company.
Enter a business name and entity name, Save.
If you have selected a different type, you will need to update the chart of accounts.
Change the client from non-individual to individual
Log in to HandiLedger and select the entity, then click Edit.
Change the client details from Non-individual to Individual.
If the incorrect Type has been set up, change the type e.g. from Company to Sole Trader.
Enter a surname, first name, and any other individual details, Save.
If you have selected a different type, you will need to update the chart of accounts.