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Can QuickFile pull in transactions from bank accounts?


Ive been using a spreadsheet supplied by my accountant. which works fine but it very time consuming.
does Quick file pull information from banks accounts? i.e money in and out? or do i still have to manually add this?


Hi @Duncan_Adams

Yes it can, but you require a subscription with Yodlee to set this up. There’s more information on Yodlee, how it works and what banks are supported in this guide below:

Hope that helps!


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