Question asked by Tansy Croft 10 years ago
Im new to ClearBooks and trying to import bank statements from my Barclays business account in to ClearBooks using mac, I know you are meant to export from bank to Excel and then in to ClearBooks but obviously this doesn't work on my Mac, is there a way to do it on a Mac or do i need to download Excel for mac, or something else?
Hope this makes sense :-s
Thanks,
T
Hi Tansy,
Thanks for the question. If you log into Barclays you should be able to download a statement as either a .csv or .qif or .qbo file. Here are the supported file types from Barclays: http://www.help.barclays.co.uk/faq/online-banking/using-online-banking/export-data.html
You can then upload these files into Clear Books without the need to open them in Excel first. Follow this help guide to upload a bank statement file:
https://www.clearbooks.co.uk/support/guides/bank-import-tool/bank-import-tool/
As an aside, it you do want to open excel files on your Mac for free you can install Open Office http://www.openoffice.org/porting/mac/faq/installing/ooo.html
Thanks
Tim
Best answerAlso, if you select "Spreadsheet eg Excel" it will create a .csv file that should open OK in Open Office.
Hi Tansy so if you select Clearlybookkeeping then that should save as a .qif or .qbo file on your Mac.
Let me know if you have any further questions or if that option doesn't work.
also I have Open Office but it transports in to it in a load of gobeldy gook ;-)
Hi Tim,
Unfortunately there is no option to download a .csv or .qif or .qbo file, I have attached a picture of how the drop down looks, would any of these work?
TIA
You must 