Importing historic transactions into bank account

[KeithObbard]

I’m just setting up our accounts.
How can I import old transactions from my bank to bank accounts in Quickfile as the bank feed only seems to go back 21 days?

[rhc]

Hi,
Go into your bank account in quickfile and click option (at the top of the page) >> upload bank statement.
You can download your bank statement from your bank as a CSV file.

Importing your bank statement

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…

[KeithObbard]

Hi rhc, Thanks very much for your help.