The same handful of problems break almost every bank-CSV import into Xero and QuickBooks — wrong date formats, unexpected columns, amounts with symbols, files that are too big, and transactions that split in two. Here's what causes each one, the manual fix, and the one-click way.
A full year of transactions almost always crosses QuickBooks' 350 KB limit. Why it happens and how to get the whole year in anyway.
Read the fix →QuickBooks accepts exactly two CSV layouts. Anything else fails. How to remap your bank's columns to one it accepts.
Read the fix →Xero and QuickBooks fail on the first date they can't read. Why bank CSVs mix formats and how to normalise every row.
Read the fix →Hidden carriage returns inside a description field break a single transaction across two lines. The sneaky cause of reconciliation errors.
Read the fix →£ signs, thousands commas and Dr/Cr suffixes stop amounts parsing. How to clean the amount column so every figure imports.
Read the fix →Handling several clients on different banks? Build a mapping once per client and reuse it every month. Month-end from 40 minutes to 4.
See how →Feeds run on Open Banking and lapse every 90 days. Why it stops, and how to backfill the gap without duplicates.
Read the fix →Reconnect, then import the missing Starling transactions from a CSV.
Read the fix →Backfill the days your Monzo feed missed, cleanly and without duplicates.
Read the fix →Close the gap with a Tide CSV import while the feed reconnects.
Read the fix →Import the missing Revolut transactions — multi-currency handled.
Read the fix →