Ive had a quick look around the forum and sure enough, I can’t download to CSV the data I need from Feb-Nov 2014. Yes, its Barclays.
Any advice on what to do? I dont know how to access the data to do it manually as Im not familiar with the Barclays set up and I have just been tasked with updating the ENTIRE lot of records from Feb 2014 across all accounts into quickfile.
Kind regards
I’m afraid this is a limitation with Barclays as I believe they only allow you to export the last 60 days in CSV format. There is a request on their YourBank website to extend the download period to years, rather than months.
Is there any reason you want to go back all that way? You could just upload opening balances from say the start of Q4 2014? It would save a lot of time and you should be able to get a trial balance from your previous accounting software to simplify this.
Hi, yes the reason is that none of the bookkeeping has been done since Feb. None at all. I just have access to online accounts (paypal, barclays, amazon, ebay etc) and I have the task of compiling all the data and entering into quickfile. Im a novice bookkeeper qualified 7 years ago and no experience, but the company accounts need to be done from the beginning in Feb 2014 and the director wants an overview of sales per period across website/ebay/amazon as well as detailed purchase accounts. I can do it, I just need to have the transactions to enter.
OK I understand. You may be able to get the PDF statements from Barclays online banking, but unfortunately it is likely that you will still need to use some copy + pasting to transfer all that into a CSV that you can then upload to QuickFile.
can i manually enter each transaction in quickfile?
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