I’ll share with you the details so you’d be able to link your Coop bank to the current account in QuickBooks Online, @ianparker7.
First off, have you encountered any error messages? If so, you’ll want to add them on the comment section below. I’d also appreciate it if you include a screenshot. Any additional information can help me identify the root cause of the issue.
When connecting your bank and credit card accounts, please note that you’ll need to select the correct account type. This way, QuickBooks will be able to link to your banking institution.
If you’re your bank account exists in your COA and you’re unable to connect it with QuickBooks, we’ll need to perform some troubleshooting steps. Through this, we can check if the issue you’re experiencing is caused by browser cache. If your browser is storing too much data, it causes odd behavior as it will affect its performance.
To fix this, let’s use a private window or incognito mode to open your QuickBooks Online account. It’s a good start since it won't use the data from the existing webpage cache. The following are the shortcut keys:
Once done, add your bank account again and choose the current account. If this works, you’ll need to clear your browser’s cache and cookies to refresh the system. You can also switch to other browsers to see if the problem is with the one you're currently using.
I also encourage reading these articles to help you manage the downloaded bank transactions in QuickBooks Online:
Don't hesitate to reply in this thread if I can be of additional assistance with connecting your bank account or any other banking concerns. I’m always here to help you out. Have a great day.
I have not ecountered any error messages. I have attached screenshots of what happens when I try to link the current account to QuickBooks. The outcome was the same in each of these occasions:
Any other ideas?
Thank you for your prompt reply and additional information, @ianparker7.
I have some information on why the account mentioned above isn't showing when connecting to online banking in QuickBooks Online (QBO).
It could be that the account type is not set to Bank or Credit Card type when you set up the Current Account. You’ll want to check your Chart of Accounts (COA) to ensure. Then, review its Account type and Detail type.
If so, you can recreate the account and make sure to select either Bank or Credit Card type to connect this to your online banking.
You can ask assistance from your accountant with setting up the proper account for your transactions.
In addition, you can check out this article to help you create an account that perfectly fits what you want to track: Learn about account types and detail types in QuickBooks Online
Feel free to comment back if you need further assistance with connecting your account. I want to make sure that this concern will be resolved. Have a good one!
Thanks for your message, RoseJillB.
Both the Current and Deposit Accounts are described as "Current" for Account Type and "Cash at bank or in hand" for Detail Type. Is this what you would expect to see?
For your information, I had no problems linking the accounts before Open Banking was introduced.
Welcome to the Community page,
Can you please try clearing your cache and cookies to all time, close the browser down, reload it and try do the connection again does the same thing still happen or not?
Thanks for your reply, Ashleigh1.
As suggested, I cleared the cache and cookies for Microsoft Edge (and also Firefox), closed both browsers down, reloaded them and tried the connection again. The result was the same. Any other ideas?
I appreciate you providing us with an update, @ianparker7.
I'll make sure you get the best help possible so you can connect your Co-operative bank to QuickBooks Online (QBO).
I recommend contacting your bank's customer service team and verifying any updates. It's possible that a maintenance issue is preventing you from connecting your bank to QBO.
In the meantime, you'll want to manually upload your bank transactions. This way, you can still manage them in your QBO account. I'll show you how.
You can also read this article for more details: Manually upload transactions into QuickBooks Online.
Once done, you might want to utilize this resource for guidance in organizing your transactions: Categorise and match online bank transactions in QuickBooks Online.
You can always tag me in your reply if you need more help linking your bank to QBO. Its' always my pleasure to back you up. Keep safe and have a good one!