Using the bank plugin for the first time. Tried both Chromium and Chrome on Ubuntu Linux. HSBC is the bank.
I see when I click the icon in the address bar on Chrome and select HSBC I get the login screen for my online banking, I log in select the account and then view a statement , I see a “Export to Quick File” button at the bottom. I click that and get
“Export Failed!
Incorrect account number or authentication key. Please ensure you have enabled file imports on your Quick File account and the credentials supplied are correct.”
Given it does not prompt me for the account number and key I set in the ‘Account Settings’ under ‘Bank Feed settings’ this is not surprising. So where do I enter these details?
Now a complete change of tack. If I follow the Home > Knowledgebase > Banking > Quick File Bank Feed Plugin (Beta)
I get a completely different approach. But the floating “settings panel” never appears at the top of the Banking page in Quick File.
So which is the correct a approach and how do I get it to work?
Ok, Tried the Chrome plugin in Mac. It all appeared to work as described, except when I logged into quickfile none of the imported statement data was there. Will try the export from HSBC as CSV and import those next.
At the very least you know the plugin does not work on Linux Chrome.
I don’t think the plugin has been officially tested in Linux Chrome. I suspect if the settings panel is not appearing it’s likely to be a CORS issue due to the elevated security in Linux. You could probably confirm this if you hit F12 and scan for any red error messages in the debugging panel.
I can see quite a few pending feed imports in your account, so it looks like they’ve now come through. It’s not instant, can take about 5-7 mins.
Ok, Thanks. I’ll check when I get home to my Linux dev machine for the F12 output.
In the end I just exported to .qif files and imported those. Has not read of the delay to load imported data. I assume you reconcile these and my imports through the qif file would prevent duplicate entries.
The bank feed plugin sends the raw QIF/CSV to a Quick File server, it then gets queued for processing. 5-7 minutes later Quick File will parse the file to determine the earliest and latest transaction along with a transaction count. Once this has completed it will appear as a notification in the red box (see screenshot above). You can then trim the dates and select which bank account you wish to import into. QF will test for and skip over any duplicates against existing transactions based on an exact description, date and amount match.
