Hi,
I have recently changed from NatWest to Starling Bank. I have previously downloaded bank statements using OFX files, but Starling only offer CSV or PDF. Can these be used simply?
I note that Starling works in conjunction with a number of accounts platforms including Xero, FreeAgent & QuickBooks, so I assume that a link can be made?
Hi Michael,
I'm afraid that Solar Accounts doesn't have a way to directly link to your
bank account, and it cannot import CSV bank statement files. However,
please check to see if your bank can provide .qif files which can be
imported into Solar Accounts. It that is not possible you would need to
convert the CSV file to a QIF or OFX file, or manually enter the
transactions into Solar Accounts.
