New quickfile setup - uploading bank feed

Hi, just setting up quickfile. Our business started in August, it is now December. We have purchased the bank feed subscription however when uploading bank feed to quickfile, the date the feed goes back to is only to November. How do I get all transactions going back from when we started in August to load up on quickfile?

Hi midsref,
The automatic bank feed only pulls the transaction for the last 30 days. You have to download a CSV file from your bank and upload it to quickfile.
Have look here:

Hope this helps

4 Likes

This topic was automatically closed after 14 days. New replies are no longer allowed.