Accessing my banks older statements

[G15_Buses]

Our bankers statements are not easily accessible. Can I restart with the same bank account connected. From Day one of MTD for VAT?

Im simply not happy with my work so far. No fault of Quickfile

[QFSteve]

Hello @G15_Buses

You can wipe all data from your account from the account settings area once logged in. Please look for the “Clear all data in your account” option.

We’ve got some more detailed instructions here:

https://support.quickfile.co.uk/t/how-do-i-clear-my-account/8898

If you do this you can choose the clear all the transactions and retain clients and supplier accounts or clear it all.

The bank transactions can either be reimported from a bank statement or you can add a bank feed (usually the bank feed can import the last 30 days of transactions depending on the bank.)

[G15_Buses]

Thanks for the expedient response. Will give it a bash

[alan_mcbrien]

This could be helpful if your redoing your accounts…

Retrospectively apply bank rules

Hi David @Wordcatcher To work around the non-retrospective bank rules there are few steps that you can take to work through your historic records more quickly. Upload the bank transactions to the relevant bank account in QF Tick the box “Untagged” and then select all and “Export Data” to a .csv file for importing later Work through the untagged records to create new “Bank tagging rules”, the magnifying glass can be helpful to filter similar records After a bank tagging rule has been created t…