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Tony888vo
Level 1

Virgin money bank linking issue

Does anyone know when quicbooks will work with virgin money account again?

 

This is causing headaches at the moment. Not sure to change to another app or wait it out until it's fixed

1 Comment 1
GebelAlainaM
QuickBooks Team

Virgin money bank linking issue

Hello, @Tony888vo.I'm here to help you locate and connect to your bank.

To locate your bank when you connect it to online banking in QuickBooks Self-Employed.

You can check the following:
 

  • Check that the spelling matches what appears on your bank's website.
  • When looking for your bank, use very specific names. If you're still having trouble, consider broad terms like "Citi."
  • Enter your bank's URL into the search box and double-check that it's correct. For example, go to "hsbc.com" to learn more about HSBC.
     

But if you're still unable to locate and connect to your bank, I recommend requesting support from your bank.

Here's how:
 

  1. Go to the Profile icon :gear: then select Bank accounts.
  2. Enter your bank into the search box.
  3. Choose Request support for your bank.
  4. Type in the bank name and URL.
  5. Then select Request.
     

You can still be able to manually import transactions using a CSV file even if you aren't connected to the bank.

To import transactions using CSV file, here's how:
 

  1. Go to the Profile :gear: icon and select Imports.
  2. Choose Import transactions and follow the onscreen steps to upload the CSV file.
  3. Then select Import.
     

You can refer to the following article for more details:
 

For you future help you can refer to this article: Categorise transactions in QuickBooks Self-Employed.

If you have any further clarification with connecting your bank, don't hesitate to post a reply. I'll be here for you. Have a splendid day!