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Getting started - how do I import my current accounts in excel spread sheet


I have all my incoming and outgoings listed on an excel spreadsheet. They are seperated into quarterly cash books, cash & personal expenses. Will I be able to import this information into quickfile?


Yes you can import through CSV or just do journals to get balances on QF


Thank you

I need ot know how to find this feature on quickfile, mabe I should be messaging the quickfile team direct?


We hear you loud and clear here :slight_smile:

The import feature is found under Account Settings >> Import Data.

There are a few ways you can set your account up. It may be worth having a look at our start up guide.

Let us know if you need any further help!


Also you can search knowledge base for csv import


Thanks guys, just what I need, I’ll get on with it now, hoping to find it quite straught forward :smile: