Hi, we have today paid for our business HSBC bank account to be linked to Quickfile, and so far it is making little sense to us - starting with the balance figure being not very close to the actual amount in the account. Is there anywhere that we can read up about how it works please?

First use of linked to business bank account

rhc 27 November 2019 18:26 3

Hi yrtcmp,
Are you new to quickfile? Then you should start with uploading a Trial Balance from your old system. Or you can enter a opening balance. Then you need to set the journal date to correspond with the date you started using QuickFile. May you find this helpful:

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