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


#1

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?
Thanks


#2

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


#3

Thank you

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


#4

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!


#5

Also you can search knowledge base for csv import
http://community.quickfile.co.uk/t/importing-sales-and-purchase-invoices/8885


#6

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