Xero for Landlords set up and Bank import

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:

  1. 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?
  2. 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?
  3. 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.
  4. Are you able to set up a bank feeds on Xero with Barclays? If so, what has your experience been like?

Thanks

 

 

Comments
There are 10 comments. Login or register to view them.

How about

occca |

Client doing accounts

petersaxton |
petersaxton's picture

Other options

occca |

If I was the accountant ...

petersaxton |
petersaxton's picture

thanks occa will look at that

carnmores |
carnmores's picture

QuickBooks

petersaxton |
petersaxton's picture

Automatic Bank Feeds

Mikehood |

@Peter

carnmores |
carnmores's picture

Yes, loving xero, I have all

Mikehood |

... more love for Xero here...

jaybee661 |
jaybee661's picture