We use Lloyds business as our account. Is there a way now of doing a ‘one click’ transfer of transactions to Quickfile?
Hi @Mike
We’re currently in the final stages of testing with Yodlee, who provides feeds with many banks, including Lloyds. I’m happy to contacting you through a private message with some more details on this if you wish?
The only other option to transfer transactions would be to export a CSV or QIF file from the bank and import it into QuickFile. This is usually the case with historic transactions.
Hi
Yes, by all means contact me with a private message, I am also happy to help out in testing if that would be of any use
Hi @Mike
I’ll send you a private message now. Please look for the little green notification in the top right hand corner.
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