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Visit this post for a list of recent banking issues in QuickBooks Online.
neonworkshops
Level 1

Does anyone know when The Co-operative Bank will be able to sync with QB? We've been waiting months now.

 
3 REPLIES 3
FritzF
Moderator

Does anyone know when The Co-operative Bank will be able to sync with QB? We've been waiting months now.

Welcome and thanks for visiting the Community, @neonworkshops.

 

Our Product Engineers are now continuously updating our bank feeds to comply with the new Open Banking regulations in line with the FCA and implementation of PSD2 regulations.

 

Since the Co-operative bank is not yet supported, you can manually import the transactions using a CSV file as a workaround. Here's how:

 

  1. In QuickBooks Online (QBO), go to the Banking menu at the left pane to get to the Banking page.
  2. Select File upload, then tick Browse and locate the file.
  3. Click Open, then Next.
  4. From the QuickBooks Account drop-down list, pick the bank or credit card account then Next.
  5. Choose a Datedate formatDescription, and Account, then Next.
  6. Place a checkmark on the transactions to import and tick Next again.
  7. Hit Yes and Let's go! once done.

 

For more information about the process, consider checking out this article: Import bank transactions using Excel CSV files.

 

Just in case, I'll add this article for future reference: Understanding if you can upgrade your bank feeds to Open Banking.

 

Reach out to me in the comment section below if you have any other issues or concerns. I'll be here to help. Have a good one!

neonworkshops
Level 1

Does anyone know when The Co-operative Bank will be able to sync with QB? We've been waiting months now.

Thanks for this, but not really answering the question...
I presume you don't have a date when The Co-operative bank will be linked to QB again?
Is this issue at the QB end or Co-operative bank end?
Why is it taking so long for this service to be up and running again?

 

RaymondJayO
Moderator

Does anyone know when The Co-operative Bank will be able to sync with QB? We've been waiting months now.

I can see the importance of the availability of Open Banking feeds for The Co-operative Bank in the program, @neonworkshops. I'm here to share with you the details about this issue, and how to take care of it. 

 

Currently, there's an ongoing investigation about the removal of the Standard Feed connection for your bank. However, we're unable to determine the date when this will be fixed. I assure you that our product engineers are working closely with The Co-operative Bank to provide an Open Banking connection. It's because we want to ensure we're compliant with the new Open Banking regulations.

 

To complete your task, I'd suggest downloading transactions from your bank using a CSV file. Then, manually upload it into QuickBooks Online (QBO). For more information, see this article's The Co-operative Bank section: Understanding If You Can Upgrade Your Bank Feeds To Open Banking. You can also refer to the steps provided by FritzF above. 

 

I want to make sure you're in the loop about the investigation's status. With this, I recommend contacting our Customer Care Team. They can add your account to the notification list so you'll receive email updates. Please provide the INV-42813 to our representative as your reference. I'll guide you how. 

  1. Go to the Help menu at the upper right. 
  2. Select Contact Us
  3. Enter Resolving The Co-operative Bank Open Banking connection with QBO in the What can we help you with? box. 
  4. Click Let's talk
  5. Choose a way to connect with a support agent. 

 

You'll see a banner on the Banking menu once Open Banking connection is available for The Co-operative Bank. We'll also send an email to the master admin that contains the steps to complete the update. To learn more about this process, check out this article: Upgrade Your Bank Feed Connection To Open Banking

 

Once done, let's go to the For Review tab. From there, we can check if there are duplicate transactions since you've uploaded a CSV file. If there are any, I'd suggest excluding them. However, if there are no duplicates, you can continue editing, assigning, and categorising your bank transactions. It helps ensure your financial records are accurate in QBO. For more details, visit this article: Categorise And Match Bank Transactions

 

You can count on me if you need anything else. Keep safe always. Stay healthy, @neonworkshops.

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