rhc
16 October 2021 07:18
2
Hi
Introduction
When migrating to QuickFile from another accounts package you may need to consider how you will bring across the data stored there. This guide will discuss 3 methods for importing data. You can also use our interactive questionnaire here to point you in the right direction.
Unless you have a very new company you don’t want to go back and import every single invoice and bank transaction. Importing Opening Balances is the quickest way to get started on QuickFile. Most accounting app…
The Trial Balance report shows the total value of all of your credit and debit entries. Here we'll explain briefly how you can get a copy of your Trial Balance from Quickbooks Desktop software ready for import into QuickFile.
Log onto your Quick Books Software.
Go to the ‘Reports’ menu on the tool bar and select ‘Accountant & Taxes’ from the drop down list.
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Now click ‘Trial Balance’.
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The Trial Balance report will appear on the screen. Have a look over the Trial Balance and …
Uploading your bank statement to QuickFile is easy. Most UK banks will enable you to download a file containing your transactions from within your online banking application.
QuickFile currently supports the following file types:
Excel (csv)
Microsoft Money (ofx)
Quickbooks (qbo)
Quicken (qif)
Text file (txt) - Santander only
Once you have obtained one of the above files you can then start the upload process by first navigating to the bank statement screen to which you would like to add th…
From my experience I can tell you that it was very easy. Your daughter should give it try. Quickfile is for free until a certain amount of ledger entries. So, she has nothing to loose.
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