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tcfibreglassltd
Level 1

Cant seem to link quickbooks with lloyds bank account

 
1 REPLY 1
SarahannC
Moderator

Cant seem to link quickbooks with lloyds bank account

Hello there, tcfibreglassltd. 

 

Some banks have multiple login URLs that are causing your bank account not to link in QuickBooks. Make sure you’re using the same one listed in QuickBooks. To do that, please follow these steps:

 

  1. Go to your bank's website and copy the URL.
  2. Then, log in to your QBO account. Then, go to the Banking or Transactions on the left panel.
  3. Click Link account at the upper-right corner.
  4. Paste the URL in the search box.
  5. Follow the instructions to complete the task.

 

Also, you can manually upload the bank transactions using the CSV file to continue bringing them to QuickBooks. First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click the Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

 

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

Please let me know if you still need help. Take care always.

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