Returning to Quickfile after a few years - start from scratch?

[carlofantastico]

I’m returning to Quickfile after a few years, I’m wondering if it’s easier to start from scratch or should I leave the historic data in there?

If I’m just ‘jumping back in’ how should I set up to get the balances correct etc to account for the two year gap? Maybe it’s just easier to download old data, then wipe the account and start fresh?

Any advice appreciated, thanks!

[QFMathew]

Hello @carlofantastico

If you’ve been away from QuickFile for a while, I’m assuming you have financial records elsewhere (e.g. another software package). If this is the case, it may be easier to start fresh and import a trial balance to get going again.

You could very well enter the figures in bulk to bring it up to date again (e.g. annual sales), but this may end up a bit confusing in the long term.

[carlofantastico]

Thanks for the reply. Yes we were using other software bfor a while.

Ok great, thanks for the advice.

[carlofantastico]

Hello again, I’ve deleted the content and am trying to upload a trial balance from Xero, but it won’t upload. I keep getting this message

“Sorry No values have been mapped (If your CSV file has £ symbols prefixed to the balances, please remove these and try again)”

I have tried following the instructions in the knowledgebase, have tried using multiple programmes to save as csv.

Any ideas much appreciated.

[QFMathew]

@carlofantastico - Let me send you a private message and I’ll take a look at this for you.

Please look for a green notification in the top right corner.