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D
DouglasUT
December 18, 2023
Question

The Starling bulk payment CSV file is not in a format that Starling accepts - is there a way to change the format of the CSV payment file generated?

  • December 18, 2023
  • 1 reply
  • 0 views
I can only pick starling as a template - My bank is starling but the template is wrong and adds the business name to the end of each payee name which causes it to fail

1 reply

J
JamaicaA
December 18, 2023

Thank you for utilising QuickBooks, @DouglasUT. I've got a few suggestions to correct the CSV payment file template.

 

Since you only have the option to choose the Starling template, modify it to put the business and payee name accordingly.

 

Alternatively, consider utilizing any third-party converter tool. Just go to the QuickBooks Online Apps to search for any software integrated with us. From there, you can read reviews that might help you choose one that best suits your needs.

 

On the other hand, you may manually enter the transactions into the Excel file to follow the required format. It will help you transform it into the accepted one. 

 

Take note of this reference to avoid issues or errors moving forward: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Furthermore, you'll want to categorise and match your bank transactions to ensure they're posted in the appropriate accounts. 

 

Feel free to return to this thread if you need further assistance creating a bulk payment file in QBO. The Community is open anytime to continue helping you. Keep safe and have a good one!

D
DouglasUTAuthor
December 19, 2023

Thank you for replying. 

I worked out how i can add other types though im not sure which one to use.

I cannot modify Starling to not use the business name. See image attached for what options i have. 

 

Converter tools and manual editing defeat the purpose. I am looking to automate the payments.

 

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