Thank you for posting here, Graham.
Let me help you verify if Lloyds Bank Commercial Banking supports a connection with QuickBooks Online (QBO).
We have a list of banks that are supported by our product. Here’s an article you can check out to see if your financial institution is available: Understanding if you can connect your bank feeds to Open Banking.
Once verified, sign in to your bank’s website and copy the URL. Afterward, use it to search for and link the appropriate account in QuickBooks.
- From the left menu, click Transactions and choose Banking.
- On the Banking page, select the Link account.
- In the Search field, enter the bank's URL
- Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
- Enter your bank login on your bank's website, then select Continue.
Regarding setting this up in your company file: The procedure will be the same as when you normally connect your other banks. Upon connecting this, please ensure that you follow the on-screen guidelines to link this with a clean slate.
If you're unable to find your bank institution from the list of banks supported with QuickBooks, you'll want to request support from your bank to enable you to see the option for connecting this. Please refer to Step 3: Request support for your bank to do so: Find your bank or credit card account when you connect to online banking
While waiting for this to be available, you can manually import your bank transactions to your company file. Please visit this resource for complete guidelines: Manually upload transactions into QuickBooks Online.
Afterward, if the transactions are now available on your banking tab. I recommend editing, assigning, and categorising your transactions to put them into the correct accounts and track your financial information accurately.
Let me know if you have more questions about linking your bank account. I’m just a post away. Have a good one!