Has anyone who has activated Starling Open Banking connection have a problem with transaction names and the overall bank balance not updating?

helmprops · ‎December 19, 2019

IamjuViel · ‎January 05, 2020

We'd like to look into the issues you're facing with your downloaded transactions, @SteA1.

The information in your downloaded transactions depends on the data your bank shares with QuickBooks. Let's compare your bank's statement from your online banking with the downloaded ones in QuickBooks.

If they're showing different sets of information, I'd suggest reaching out to your bank's Customer Care Team to report this unexpected behaviour. Also, I'd recommend contacting our Customer Care Team since I am not able to look up your account's information here in the public forum. An agent will be able to access your account securely and conduct further investigation of the root cause of this issue.

Here's how:

Log in to your QuickBooks Online account.
Go to the Help menu.
Click Contact Us.
Enter a keyword about your concern in the How can we help? field.
Hit Continue.
Choose how you'd like to connect with us:

Meanwhile, I've got these articles about resolving banking-related issues:

How to fix banking errors.

Keep me posted if you have other questions.

View solution in original post

AlexV · ‎December 19, 2019

It's great that you're now using the Open Banking, helmprops.

Starling Bank is one of those supported banks to use Open Banking connection. Just a heads up, the supported account type to use this connection for Starling Bank is only the Current Accounts. Non-supported account types may result to some errors. You can verify it with your bank to make sure it's supported and to see if they have issues. System errors from your bank can also trigger this behavior.

You can read this guide to learn more about Open Banking connection.

In addition, it will take 24 hours for your transactions to reflect in QuickBooks. On your Banking, we can also click on the Update button so that it will be updated in real-time.

Here's an article for more details: Open Banking FAQ.

You can also use this article as your reference about reconciliation.

Comment again if you need more help.

SteA1 · ‎January 05, 2020

The transaction names needs working on. I have to keep going into the app to work out who's who and manually tag everything which creates more work. A few examples:-

Vw Wm Vw = Digital risks insurance
Ngolkt A Ru = Intuit (yes Intuit, that's you!)
Ged Ged = O2 mobile
Check +9 digit number = AXA insurance
Check + 9 digit number = NIC

I hope this is being looked at. As for the balance, didn't show for the first few days but is now fine.

IamjuViel · ‎January 05, 2020

We'd like to look into the issues you're facing with your downloaded transactions, @SteA1.

The information in your downloaded transactions depends on the data your bank shares with QuickBooks. Let's compare your bank's statement from your online banking with the downloaded ones in QuickBooks.

If they're showing different sets of information, I'd suggest reaching out to your bank's Customer Care Team to report this unexpected behaviour. Also, I'd recommend contacting our Customer Care Team since I am not able to look up your account's information here in the public forum. An agent will be able to access your account securely and conduct further investigation of the root cause of this issue.

Here's how:

Log in to your QuickBooks Online account.
Go to the Help menu.
Click Contact Us.
Enter a keyword about your concern in the How can we help? field.
Hit Continue.
Choose how you'd like to connect with us:

Meanwhile, I've got these articles about resolving banking-related issues:

How to fix banking errors.

Keep me posted if you have other questions.

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Has anyone who has activated Starling Open Banking connection have a problem with transaction names and the overall bank balance not updating?