I have a Landlord client with several properties and Barclays bank account (I just wish client would not use Barclays).
I intend to set up the client on Xero. I would be grateful for help/comments on the following:
- I am not able to import or have access to bank transactions going back a year with Barclays. So I am not able to import full year bank transactions into Xero. The client has paper statements. What is the most efficient way to handle this?
- What file format will I be able to import more recent Barclays bank statement. OFX or CSV other? Is it straightforward to get the statement download from Barclays?
- I would like to use Xero for two purposes: For tax return data and Landlord accounts. If you have experience of this, can you help? I am willing to pay for this service. Really I am looking for help in setting up.
- Are you able to set up a bank feeds on Xero with Barclays? If so, what has your experience been like?