How do I import bank statements CSV
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Tomsmyth
March 8, 2014
Sorry thats bank statements
2 answers
Hi Tom,
Simply click on My Company>Bank Accounts>Import a Statement and then select your CSV file. I’ve made a movie for you below.
Hope that helps Pete
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Hi Peter, maybe I wasn't clear enough, when I try import it gives me an error saying that Invalid Header. Is there a specific labeling I should be using.
thanks -
Ah, sorry Tom. I missed that.
I've just forwarded your mail to our tech department. I'll get them to have a look. Just some questions first.
What Bank are you importing from?
What type of account (business, credit card etc)?
Cheers
Pete -
Its an AIB data extract into excel, I wast sure if you needed the columns labeled a particular way.
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Hi Tom,
That's perfect - I'll get John from our tech dept to have a look at this for you. Can you send the excel file to peter at bullethq.com pls so we can make sure it's all fine.
Pete -
Hi Tom,
Can you send that csv file to me please we need to see the header. You can send it to peter at bullethq.com
Cheers
Pete -
Hi Peter,
I seem to have the exact same problem here. Worked before, but whatever I do I can't seem to upload the CSV from AIB IBB for the Visa card anymore. Also copy paste job from AIB site (no download option), put it in CSV etc etc. Same error message. Any solution to this yet?
Thanks a million,
Richard -
When you create your own CSV file for upload, remember to select 'Other...' as the bank account from the dropdown. You get shown instructions on the format required, and there's a link to an example CSV file that you can use to help create your own. If you think you have done this, then email the CSV file to me: john (at) bullethq.com
Should there be sound?
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Hi Tom,
No it's just an animated Gif - the view better on mobile and download quicker so we use them, but use the term Movie cause people understand that concept better.
Is the clip not clear to you?
Pete