Problems with Starling bank feed

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:

1. QuickBooks has 3 fields: Date, Description and Amount to import bank transactions. Some UK banks provide .CSV transactions in 3 columns, and others in 4 columns (separating Amount into Debit and Credit fields). Both formats work for QuickBooks, if fields are mapped correctly.
2. Mandatory fields should be filled in. For Amount fields with no value (normally happens to 4-column .CSV files), enter 0 (zero).
3. Remove all symbols in the Amount field. For example, currency sign or comma.
4. If your Amount field is in one column, use the minus - sign  to depict money out rather than brackets ( ).
5. Remove non-transactional info in the file (ex. account numbers, opening, closing balance).
6. Save your changes.

Once verified, you can now import bank transaction, here's how:

1. In the left menu, click Banking and go to the Banking menu.
2. Choose File upload. If you’ve never connected an account, you can select Upload transactions manually. You can also begin your upload from the Import Data page (select Settings ⚙, under Tools select Import Data, and select Bank Data).
3. Pick Browse and choose the file you downloaded from your bank. If you haven't downloaded your CSV file yet, follow the onscreen instructions in the Upload file window to download your transactions and then select the file you downloaded.
4. Select Open, then select Next.
5. From the QuickBooks Account drop-down list, select the bank or credit card account then select Next.
6. Choose a Date, date format, Description, and Account. Note: You can choose 1 column or 2 columns.
7. Hit Next.
8. Select the checkboxes of the transactions to import and select Next then Yes.
9. Select Let's go! when the Import completed notification appears.

For more information about the process above, check these articles:

• Import bank transactions using Excel CSV files
• Import bank transactions from .CSV to QuickBooks

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.

Thanks for your reply, but it’s not a CSV file. It’s a bank feed. 

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:

1. Click the Help icon in the upper right of the screen.
2. Select Contact US on the pop-up.
3. Enter your question in the How can we help? field and choose Continue.
4. Click Get a callback.
5. Enter your contact information.
6. Select Call me.

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.

Hi this does not solve the Starling integration issue. It adds additional work to create a CSV.

Do you have this on your road map to be automated and if so when?

Thank you 

I understand that uploading transactions manually can cause additional work for you, Joel87.

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:

1. Go to the Banking menu or Transactions menu.
2. Go to the Banking tab.
3. Click Update.

Additionally, you can check the following from Starling's website:

• Check your account for messages, notifications, or alerts.
• Check your bank’s website for any announcements about new security requirements.

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.

Browser cache and cookies are used by QuickBooks Online to run faster. However, these can also cause a problem sometimes when it blocks web pages from loading. No worries, I'm here to help you fix them.

First, we need to try logging in to using a private browser.

Here's how:

• Google Chrome, press CTRL  + Shift + N
• Mozilla Firefox: press CTRL  + Shift + P
• Internet Explorer: Press CTRL  + Shift + P
• Safari: press Command + Shift + N

If you're able to get the complete information, then it's time for us to clear your browser's cache.

Follow these steps:

1. Open Chrome.
2. Click More.
3. Choose More Tools, then Clear browsing data.
4. Add a time range. Select All time to delete everything.
5. Check the boxes next to "Cookies and other site data" and "Cached images and files,".
6. SelectClear data.

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.