Co-op business CSV format has changed

Support
1

Hi.

Co-op have changed the CSV format for downloaded business banking statements, so now when I upload a statement to QuickFile there are the following problems;

  • Credits to the account are showing as money out in QuickFile, not money in
  • Transaction details are not carried over from the CSV to QuickFile

Grateful if the CSV import parsing could be updated. Thx!

2

You can use the ‘other’ option to map these columns yourself in the meantime.

1 Like
3

Hi @PompeySaint

Would you be able to send us a copy of the CSV for reference please? You can send it in a private message to @QFSupport

In the meantime, you can do as @Lurch suggests and use “Other” which allows you to manually map the file.

4

I’ve just had the same problem. How do I get rid of the uploaded year’s worth of statements in quickfile so that I can import using the ‘other’ option?

5

Ignore that. I deleted them manually. Can’t use the ‘other’ option as the Exel file doesn’t have separate columns for money in and money out

7

Have tried using ofx format which recognises money in and money out but doesn’t give any info about the transactions, just lists them all as generic.

8

Just to be sure, it’s .csv that you’re importing rather than .xls or .xlsx?

Other has an option for either a single column for positive/negative numbers for the figure, or to use 2 separate columns. You should see a check box on the screen to enable/disable this.

9

It says it a .csv on their site

10

I have managed it! Took a bit of messing about to assign the columns correctly but I have what I need.

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11

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