Hi. Is anyone else experiencing issues with the open banking bank feed coming from Starling? It seems like it's currently only importing the secondary data for each transaction (like reference etc). The more important Payee data is completely ignored :\
Thanks for reaching out to the Community, jt-sps.
If you're manually uploading Starling bank transactions, your CSV file must be formatted correctly to successfully import it.
Here are the things that you need to check:
Once verified, you can now import bank transaction, here's how:
For more information about the process above, check these articles:
You can get back to me anytime you have additional questions in QuickBooks by posting your response below. I'll do whatever it takes to ensure your concerns are addressed. Enjoy the rest of your day.
Hi there, @jt-sps.
This issue has been addressed already by our product engineers and marked as Resolved last month. The workaround provided is the same as my collegue mentioned above, to upload CSV file. Since this issue still exist, I suggest contacting Support Care because they will perform screensharing and verify the issue further.
Here's how to contact them:
Should you not see the option for Get a callback, you can toggle it by entering Support in How can we help?
If I can be of additional assistance, please don't hesitate to let me know. Take care.
Mars, just because they've marked it as resolved does not mean it is actually resolved.
@jt-sps I have actual;y raised this with Starling as, to be fair to QB, the issue lies with the way they export their data, splitting the feed into two separate fields.
In the meantime I have mostly been using CSV uploads instead. Insert a new column after the reference and use =CONCAT(B2," ",C2) to create a new narrative column and then map that column when uploading.
It is a HUGE pain in the arse though.
However, this is a temporary solution once there's an issue with the banking connection. I've also checked here on my end and there isn't a report about Starling.
You can manually update the bank connection by following these steps:
Additionally, you can check the following from Starling's website:
Any display issues as you navigate the website can block QuickBooks from downloading new transactions.
If the same issue persists, I recommend contacting our QuickBooks Live Team. They can create a case to investigate the issue.
Stay in touch with me if you have follow-up questions about the Starling bank feed. I'll be right here to help you.
I'm also experiencing this exact issue. Only half of the 'Reference' information from Starling is pulled through in the feed which makes it very difficult to correctly identify/categorize transactions and also to create automation rules.
Is there any update on whether this has been reported as a bug and whether the development team are aware of this issue?
Update for anyone who finds this: QuickBooks Support have said this is 'Working as Intended' so it will not be fixed. Unfortunately the only way around this is to do a manual CSV import.
Hi there, @TAIF.
I want to make sure that you'll be able to get complete information from your Sterling Bank account.
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First, we need to try logging in to using a private browser.
If you're able to get the complete information, then it's time for us to clear your browser's cache.
Follow these steps:
After doing all of the troubleshooting steps, yet you're still getting the same issue, it's best to contact our QuickBooks Online Support team to help you further in real-time.
Don't hesitate to click on the Reply button below to ask for additional help about your Bank feeds information. I'm always here to help you.