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PeterSM
Level 2

Barclaycard business card account Not Linking

I am trying to link my Business Barclaycard. It goes through the whole process including letting me pick the account and sending me the "You’ve connected your bank account to QuickBooks" email but at the end of the "Connecting to Barclaycard Business (UK)" screen it goes back to "Just 3 quick steps to connect your account" and the account does not appear in the Banking tab.

 

How do I link a Barclaycard?

 

 

21 REPLIES 21
FritzF
Moderator

Barclaycard business card account Not Linking

Hi there, PeterSM.

 

I'm here to help ensure you can link your bank account to your QuickBooks Online (QBO).

 

There are times that the browser is already full of frequently accessed page resources (cache and cookies), causing some unusual responses. To isolate this, let's sign in to your QBO using a private browser (incognito).

 

Here's how:

 

  • Press Ctrl Shift (Google Chrome).
  • Ctrl Shift (Firefox).
  • Control Option (Safari).

 

Once logged in, go back to the Banking tab to double-check. If the bank is now showing, return to your default browser and perform a clear cache to refresh the system. However, if the issue persists, try using other supported browsers.

 

To learn more about managing bank accounts in QBO, consider checking out these articles:

 

 

I also recommend visiting our website for more tips and other resources you can use in the future: Self-help articles.

 

Please let me know if you have follow-up questions about banking or anything else QuickBooks. I'm always here to help. Stay safe.

PeterSM
Level 2

Barclaycard business card account Not Linking

OK I have tried incognito mode in both Firefox and Edge. In both cases, the account was not visible or linked. I tried relinking the account and got the "You’ve connected your bank account to QuickBooks" email but in the browser, I received the message "Sorry, an unexpected error has occurred. We could not fetch your accounts from your bank"

Ashleigh1
QuickBooks Team

Barclaycard business card account Not Linking

Hello PeterSM, thanks for trying that, are you doing this on your mobile phone or a laptop/pc?

PeterSM
Level 2

Barclaycard business card account Not Linking

It is on my desktop PC.

Ashleigh1
QuickBooks Team

Barclaycard business card account Not Linking

Thanks for that PeterSM, can you try clearing your cache and cookies to all time, close the browser down fully, reload it and try again and let me know if the same thing still happens.  

PeterSM
Level 2

Barclaycard business card account Not Linking

Cleared all caches and rebooted the device same result. Received the email and got the unexpected error message on the screen.

Ashleigh1
QuickBooks Team

Barclaycard business card account Not Linking

right ok thanks for trying that can you send us a screenshot of the please with the error message on please 

PeterSM
Level 2

Barclaycard business card account Not Linking

Here you go:

SNAG-0045.jpg

Ashleigh1
QuickBooks Team

Barclaycard business card account Not Linking

Thanks for the screenshot, can you reach out to us on either Twitter or Facebook sending us a DM or PM with the email address and summary of your issue so we can get this raised up to our engineers to look into more thanks.

 

Facebook 

 

or 

 

Twitter 

B-Owl
Level 1

Barclaycard business card account Not Linking

My Quick Books online hasn't been linking to LLoyds accounts since 15th December. It worked fine before then. None of the fixes suggested have worked and I'm now getting very frustrated. They say they are aware of the problem, it should have been fixed by end of last year but still isn't.....Are other people having the same problem??

Rubielyn_J
QuickBooks Team

Barclaycard business card account Not Linking

I would feel the same way when something isn't working as expected, @B-Owl. Let me share a few steps to ensure you can link Lloyds accounts to QuickBooks.

 

May I ask if you received an error message when trying to link your account? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.

 

For now, we can perform some troubleshooting steps to fix this. There are times when the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or private browser. You can use either of these shortcut keys:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Once you have successfully added a hire date, go back to your regular browser and clear its cache. This is done to speed up the process the next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

 

You'll want to consider also manually uploading your transactions to QuickBooks Online using a CSV file.

 

Once the transactions are downloaded, you can review and match them to the existing entries in QBO to keep your account updated. For the complete details, kindly check out this article: Categorise online bank transactions in QuickBooks Online. Then, reconcile your Lloyds account every month. This will help you effectively monitor your income and expenses and detect any possible errors accordingly. 

 

Don't hesitate to comment below if you have further concerns with connecting Lloyds account in QuickBooks. I'll be around to lend a helping hand. Take care, and I wish you continued success.

henryb1
Level 2

Barclaycard business card account Not Linking

Hi Peter,

Did you ever work out a way to solve this? I currently have the same issue trying to link a business barclaycard :loudly_crying_face:

Rubielyn_J
QuickBooks Team

Barclaycard business card account Not Linking

Helping you connect your business Barclaycard account to QuickBooks is my priority, @henryb1.

 

May I know if you encountered an error message when trying to link your account? I appreciate any extra information you can give, and it will help us check for any open investigation about this on our system. 

 

If you tried already the steps I've provided above and the issue persists, I recommend contacting our Customer Care Team. This way, our support can open a ticket to get this investigated further.

 

You can follow these steps to reach them:

 

  1. Sign in to your QuickBooks Online company.
  2. Click Help (?).
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. Choose Contact Us to connect with a live support agent.
  5. Select Call us. M-F, 8:00 AM to 10:00 PM and S-S, 8:00 AM to 6:00 PM.

 

In the meantime, you can manually import your bank transactions by following the steps in this article: Manually upload transactions into QuickBooks Online.

 

Once you're ready to reconcile your transactions to guarantee that your bank balance and QBO are matched, check out this link for the detailed steps: Reconcile an account in QuickBooks Online. 

 

Keep in touch if you have further questions about connecting your Barclaycard Business account in QBO. I'm always available to answer it for you. Stay safe!

PeterSM
Level 2

Barclaycard business card account Not Linking

I suggest you try again today. A fix was reported yesterday. I successfully linked mine yesterday.

henryb1
Level 2

Barclaycard business card account Not Linking

Glad you are sorted Peter!

Sadly still not working for me. I am trying to link a business Barclaycard - I search for it - click on Barclaycard Business (UK), sign in with my pin reader.. everything looks good but then I get an error message. Strangely I get an email saying it has been connected but it isn't. :(

PeterSM
Level 2

Barclaycard business card account Not Linking

That is exactly the situation I had. I suggest you contact QB on Facebook and report the issue. That is the route I took.

Best of luck.

jpc4
Level 1

Barclaycard business card account Not Linking

Hi

i have identical problem 

with Barclaycard business visa,

did you get this problem solved?

thanks

FateCandylaneT
QuickBooks Team

Barclaycard business card account Not Linking

I appreciate you sharing your query on this forum, jpc4. Let me provide input when managing bank integration to help you bring in online transactions.

 

As mentioned in this thread, you may consider following the troubleshooting steps above to help rectify unusual behaviors or errors when integrating Barclaycard Bank into your account.

 

Additionally, you can manually import your bank entries using a CSV file to your QBO account. To do this, you'll have to download the transactions from your bank's website.

 

  1. In your QuickBooks Online account, go to Transactions and click Bank Transactions.
  2. Select the blue tile for the account you want to upload the transactions into and click on the Upload from file option under the Link account ▼ dropdown. Note: If your account isn't connected to online banking, choose Upload transactions.
  3. Click Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
  4. In the QuickBooks Account ▼ dropdown, select the account you want to upload the transactions into and hit Continue.
  5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks and select Continue.
  6. Choose the transactions you would like to import.
  7. Once done, click Continue then Done.

 

However, if the issue persists, it's best to contact our Customer Care Team to have your account reviewed and establish an investigation ticket if need be.

 

You'll also want to visit this guide to help you fix common issues when connecting your bank to your account: Fix bank errors in QuickBooks Online.

 

Once everything comes in handy in the future, you can start categorising and reconciling your accounts to ensure the accuracy of your books.

 

If there's anything else you require additional assistance managing bank connectivity in your account, feel free to let me know in the comments below. I'll be around to help you further. Stay safe.

jpc4
Level 1

Barclaycard business card account Not Linking

Hi

i have tried all the steps above , i still get 

error message ?

Sherrie_F
QuickBooks Team

Barclaycard business card account Not Linking

Thanks for reaching out to us for assistance, @jpc4. Let's work together to perform some troubleshooting steps to resolve the error message when linking your Barclaycard business card account in QuickBooks Online (QBO).

 

In most cases, the error message you've received is caused by accumulated historical data in your browser.

 

To begin, open your account through an incognito window to rule out the possibility of a webpage issue. You can accomplish this by utilizing the following keyboard shortcuts:

 

Safari: Control + Option + P

Google Chrome: Press Ctrl + Shift + N

Firefox or Internet Explorer: Ctrl + Shift + P

 

If that works fine using a private browser, go back to your original browser and clear its cache so the system can start fresh. Also, using a different supported browser can help us dig deep into the root cause of this unexpected behavior.

 

However, if the issue persists, I'd recommend contacting our QuickBooks support team so they can go deeper into resolving this issue in a safe environment and initiate an investigation when necessary.

 

Additionally, I'll be dropping these resources to help you categorize and match your downloaded bank and credit card transactions that can be handy moving forward:

 

 

You can always have me if you have other queries in mind. It would be my pleasure to help you out again.

PeterSM
Level 2

Barclaycard business card account Not Linking

Hi @jpc4 

I cannot remember how I sorted this out! From above I must have reached out via Twitter or Facebook.

From memory, I was trying to link to the wrong type of Barclaycard in Quickbooks. Try scrolling down when you select the account type, there may be more than 1 Barclaycard account type.

Sorry I can't be more help but it was a little while ago!

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