Important: Our native Barclays Bank feed has now been discontinued and replaced by the Yodlee feed (covering a wide range of banks). To learn more about Yodlee please click here.
Looking to open a bank account with Barclays? Click here to view the current offers and begin the process:
Barclays Business Account Application Form.
- Configuring Barclays to work with QuickFile
- Setting up a passcode and memorable word
- Setting up your Bank Feed on QuickFile
- Feed Start Date
- Duplicate Filtering Policy
- Testing your Bank Feed
The bank feed facility will stream in all your new transactions every 24 hours without you having to do a thing. All you need to do is setup the initial bank feed by entering your online Barclays credentials into the secure area in QuickFile.
Please note: the feed doesn’t import historical data. It will only pick up data from the date it was set up. You can import older data using the import option
When your Barclays account is accessed using the passcode and memorable word combination, the privileges for making payments and transfers are
restricted only to beneficiaries already saved on your Barclays account. QuickFile will only ever access the account to retrieve your latest transactions, no payments or transfers can be made using the bank feed.
To setup a memorable word and passcode, please follow the guide here:
Once saved you will now be able to log into your Barclays account without the need of a pinsentry device. You will however have reduced privileges when accessing your account in this way.
Once you have setup your passcode and memorable word with Barclays you can now configure your feed in QuickFile.
When you have logged into QuickFile you will need to click the option to view all bank accounts. View the bank that you wish to set the feed up for, and then go to 'More Options and select 'Bank Feed Details. If the option doesn’t appear then you will need to check the bank settings to ensure that the correct bank is selected on the drop down ‘Bank Name’ menu. If Barclays is selected then the option will appear.
You will now be able to securely enter your Barclays credentials in the settings screen. Here are a couple of the options explained.
The feed runs once every 24 hours just after midnight. If you need to pause or remove the feed completely then you can do this by clicking on the ‘Feed Settings’ button available on the bank overview screen.