I’m still having problems with clients who have a Lloyds account due to the import of bank info not working properly. We were previously using a CSV which was working fine, until it wasn’t, which I posted about on here previously. When he downloads a CSV it saves on his computer as an unknown file. Now unable to add any bank info the client has sent me a QIF instead but when I try to upload that I get the error message ‘contact your system administrator’. Can you help please?
If the file is downloading as an unknown file type (I’m assuming this isn’t either .csv nor .qif), this would be an issue with Lloyd’s rather than QuickFile. If you’re presented with an option of file types, please make sure “csv” or “excel” is selected.
If I recall correctly, there was an issue with the Lloyds Group (Lloyds, RBS, Natwest etc.) QIF files, which again was their side. I will however run this past a colleague and update my post.
I’m happy to take a look at any files you have to see if we can resolve this for you (send them in a private message), but it may also be worth contacting the bank to see if they are aware of any issues themselves.
The good news is, we’re actively working on a solution which we should be able to release more information on within the next few weeks, although I can’t provide any definite timescales at the moment.
Sorry, I wasn’t suggesting any of this is QFs fault, I appreciate it’s down to Lloyds. Can I send you over the QIF he’s emailed me and see if you can get it to upload?