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Import tool miscalculated

Completed
I imported a Quickfile trial balance CSV file and there were a few issues:
1. Loan was added as a currently liability even though completion balance was 0.
2. All categories were in the correct sections but codes over 8000 were interpreted as positive values presumably as depreciation. Default codes starting 82 include things like Insurance so should be negative
3. Depreciation included the 31 asset code and the 8004 expense code so was doubled.

1 Comment

T
Tim Fouracre Staff 9 Nov 2025 at 07:06
Thanks for the feedback Claire and we will address those issues. If you could send in your original trial balance we can test and ensure the import always works for QuickFile in the future. Please email hello@tinytax.co.uk.