Hi, I can’t import this bank statement, was downloaded direct from UB business account..

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Hi,  I can’t import this bank statement, was downloaded direct from UB business account..

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Peter Connor ⋅ Staff August 15, 2016
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Hi Shane, 

You need to download our sample file and copy/paste you’re HSBC statement into it. The most important thing is you keep the formatting and headers that are in the sample doc. It should look like the sample doc. 
Here is how you get that and I’ve attached the sample doc. If Bullet rejects your file it’s cause it doesn’t look like this. 
Pete

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example-transactions%20%283%29.csv

#answer-3853
  1. shanedgray24 August 15, 2016
    Thanks Pete, I was sure these worked before without any changes...?
  2. Peter Connor August 15, 2016
    Banks change all the time Shane, it's probably just that. Maybe download a fresh file to make sure it didn't get corrupt. Also when you open a file it can change formats so download and upload without opening the file.
    If not then make it match the file I sent you.
  3. shanedgray24 August 15, 2016
    Can you show me what you expect the Ulster Bank business file format to look like, I am guessing because you have different options mapping for the different types of account is different.
  4. Peter Connor August 15, 2016
    I don't understand. It's an ost file you can't open it.
    The xls I sent you is what Bullet is expecting.
  5. Peter Connor August 15, 2016
    Just do the copy and paste, there is no other way around till the banks let us sink like they do in the US.
  6. shanedgray24 August 15, 2016
    Ok, maybe that's the problem I am using the csv from UB not the out file option.
  7. shanedgray24 August 15, 2016
    Thank you!
  8. Peter Connor August 15, 2016
    Coolio. Try the OST file, if that doesn't work then you'll have to do the cut/paste.

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