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Visit this post for a list of recent banking issues in QuickBooks Online.
info897
Level 2
 
Solved
Best answer May 12, 2020

Accepted Solutions
IamjuViel
QuickBooks Team

Connecting your bank is my priority, @effoff_.

 

QuickBooks' connection with your ban is a read-only type.  It is automatically disconnected when your bank performs maintenance updates for security purposes. This is true to all financial institution especially in the implementation of the Open Banking regulations

 

Just to clarify, what is the name of the bank you're trying to connect with QuickBooks? This is for me to further check the root cause of the issue.

 

If your bank is using the old bank feed system, you can manually upload your bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. Here are the supported file formats below:

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)

Here's how:

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Hit the Upload transactions button.
  4. Click Browse, then choose the file you downloaded from your bank.
  5. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next
  6. Follow the on-screen instructions, then click Next.
  7. When you’re ready, hit Let's go.

Once you're done uploading the file, we can now start matching and categorizing your bank transactions.

 

Lastly, I'd recommend contacting your bank's customer care team so we can check whether they're now using the open banking system.

 

I want to make sure everything is taken care of for you, please let me know how it goes or if you have any other issues or concerns.

View solution in original post

22 REPLIES 22
EmmaM
QuickBooks Team

Hello info897

 

Are you needing help with how to connect an account?Which bank are you with?

 

Thanks

info897
Level 2

Hi

 

I am with the Clydesdale Bank and they tell me they have made the necessary adjustments for Open banking so QB needs to amend to be compatible.

Thanks

Jackie

EmmaM
QuickBooks Team

Hi Jackie

 

Currently, we are in talks with Clydesdale as the connection was not ready in time for the open banking deadline. We do not have a date on when this will be ready but we will update both this link and in the product when it is.

In the meantime, you can download and excel spreadsheet from the bank, save it on your pc and then upload it in the banking section to upload the transactions into QuickBooks.

 

Thanks

info897
Level 2

How do I do that?

I have a csv file downloaded does it need to be uploaded as a .csv or as an xls file before I can upload as per your QB alert message  below? I have tried both to no avail!

Update data via file upload

Your Clydesdale Bank (UK) data feed isn't ready for Open Banking yet. In the meantime, you can keep your data updated via a bank file (111). Upload Now
Adrian_A
Moderator

You'll have to upload them either via CSV or QBO file, info897.

 

When importing transactions into QuickBooks Online, we'll have to consider the file requirements. The file should not exceed to 350 KB and the required file type is either CSV (Comma-Separated Values) or QBO (QuickBooks Online).

 

If your file isn't formatted, you can reformat it.

 

When the file is ready, you're good to import it. You can check this article on how to do it: Import transactions from a CSV file.

 

Once done, feel free to browse these articles on how to categorize and reconcile the account:

 


I'm just a post away if you need help in categorisng the transactions. Stay safe!

effoff_
Level 1

this is truly garbage service.

 

it WAS working fine. couldn't you have left it working until you could make the new one work.

 

instead you just what? broke it and didn't tell anyone?

 

thanks for that. absolutely effing furious.

IamjuViel
QuickBooks Team

Connecting your bank is my priority, @effoff_.

 

QuickBooks' connection with your ban is a read-only type.  It is automatically disconnected when your bank performs maintenance updates for security purposes. This is true to all financial institution especially in the implementation of the Open Banking regulations

 

Just to clarify, what is the name of the bank you're trying to connect with QuickBooks? This is for me to further check the root cause of the issue.

 

If your bank is using the old bank feed system, you can manually upload your bank transactions to your QuickBooks account. You can go to your bank's website and follow the instructions on how to download them. Here are the supported file formats below:

  • Comma-Separated Values (CSV)
  • QuickBooks Online (QBO)
  • Quicken (QFX)

Here's how:

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Hit the Upload transactions button.
  4. Click Browse, then choose the file you downloaded from your bank.
  5. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next
  6. Follow the on-screen instructions, then click Next.
  7. When you’re ready, hit Let's go.

Once you're done uploading the file, we can now start matching and categorizing your bank transactions.

 

Lastly, I'd recommend contacting your bank's customer care team so we can check whether they're now using the open banking system.

 

I want to make sure everything is taken care of for you, please let me know how it goes or if you have any other issues or concerns.

View solution in original post

effoff_
Level 1

clydesdale.

 

i have manually imported the transactions but i had to also manually change all the dates as none of the date formats you provide match the date formats given in the export of csv.

 

eg, csv provides 04-May-20, i had to change to 04/05/20 because you dont support that date format.

 

rubbish on both fronts.

effoff_
Level 1

fyi, i have contact clydesdale about this and here is the reply:

 

Hi, Thanks for sending a DM. We have given Quickbooks access to our Open Banking service already and they have set up access through our Business Internet Banking service, if you have a business account you can set this up by going here, https://secure.cbonline.co.uk/business/online-banking/internet-banking/register/… Thanks, David

 

im already registered for clydesdale internet banking so would someone just tell me how to make this work please?!

JenoP
QuickBooks Team

Hi there, effoff_.

 

We'd really want to sort this out for you. Can you tell us specifically what happens every time you reconnect or add your Clydesdale account in QuickBooks? We just want to make sure we're giving you the right set of steps to resolve the issue. 

 

In the meantime, let's try a couple of troubleshooting steps to check if a browser issue is preventing you from re-adding or connecting your bank account. 

 

Start by using or switching to an incognito or private browsing session. Use these keyboard shortcuts to open one depending on the browser that you're using:

 

  • Ctrl Shift N  for Google Chrome
  • Ctrl Shift P  for Firefox
  • Control Option +if you're using Safari

Once done, log back in and add your account once again. I would also recommend reaching out to our Chat and Phone Support Team just in case you can't still add it. Here's how:

 

  1. Go to the Help menu and click Contact Us.
  2. Enter the error message when adding the account in the description box, then click Let's talk.
  3. Choose between Message an agent or Get a callback.

Please continue to add a reply below. The Community is always here if you need anything else.

effoff_
Level 1

more investigation has revealed this is definitely a problem bank side.

 

our account has not yet been upgraded to the "open banking" capable version yet.

 

it would be helpful if you make your transaction import screen work with our date format in the meantime.

info897
Level 2

Thanks Jackie

info897
Level 2

Clydesdale Bank have now set up our Business Banking correctly on my account  (apparently we were set for retail no idea why).  When bank broke the connection mid-March I have been manually updating bank transactions to QB.

I am now trying to re-connect my existing account for automatic banking updates from 30/3/2020.

I get the following message.

Bank:Current account is already linked to a bank feed. Select a QuickBooks account without an existing bank connection.

Please advise!

When I do eventually get the automatic connection working I am expecting duplicates so will I need to exclude all the manual ones I created previously?

Thanks Jackie

GeorgiaC
QuickBooks Team

Hi Jackie 👋 

 

Are you trying to upgrade to the new connection by following the prompt on the banking screen or by selecting the option to 'Add account'?

 

If you've created these manually as invoices/bills etc. then you can match the duplicate transactions from the Banking 'For-review' tab, or alternately if you can batch-select and delete the duplicates from the for-review tab 👍

 

Thanks

 

info897
Level 2

Hi Georgia

 

Add Account as I couldn't see an alternative

 

Best wishes

Jackie

GeorgiaC
QuickBooks Team

Hi Jackie, 

 

Checking this in the background it looks like your bank is still connected on the 'old' feed, if you don't see a prompt to upgrade your connection on the Banking screen please disconnect the account by going to Banking > Select the pencil icon on the bank account > Select 'Edit account info' > Select 'Disconnect this account on save'. 

 

Please then try re-adding this through the add account option, selecting the option for 'Clydesdale Bank (UK)'.

 

Thanks 😊

info897
Level 2

Hi Georgia

 

I have disconnected the old feed and am now re-adding.

Do I need to add from the start of joining QB-online or just from when the disconnect occurred in mid-March 2020?

 

Thanks Jackie

GeorgiaC
QuickBooks Team

Great, thanks for getting back to me Jackie, just from when the feed disconnected in March or if you've manually added all of the transactions up till a certain date you can go from there to save you matching or excluding 👍

info897
Level 2

Oh! even better, I will add from 1 May 2020 in that case

Thanks Georgia

Best wishes

Jackie

GeorgiaC
QuickBooks Team

Super 🤗 Get back to us below if you have any trouble - thank you!

Gerdie11
Level 1

I need help connecting to my bank. I've tried several times and I keep getting the same message :

 

Something unexpected happened and we can’t connect to U.S. Bank.

MaryAnn_E
QuickBooks Team

Hi there, @Gerdie11.

 

 

Just to clarify, what is the name of the bank you're trying to connect with QuickBooks? This is for me to further check the root cause of the issue.

 

We will isolate this issue. To start with, open QuickBooks Online using a private browser. This is the best place to spot web issues.

 

If you're unable to get the same error message from there, go back to your regular browser, then clear the cache. It's important to clear them out. This will help avoid web issues.

 

In addition, using a different browser resolves issues like this (Google Chrome, Internet Explorer, or Mozilla Firefox).

 

As a workaround, you'll have to download transactions from HSBC using a CSV file. Then, manually upload the file into QuickBooks Online (QBO). You can go to your bank's website and follow the instructions on how to download them. If there's none, you can download your transactions in any of these formats:

  • Comma-Separated Values (CSV).
  • Quicken (QFX)
  • QuickBooks Online (QBO)
  • Microsoft Money (OFX)

 

Here's how:

  1. Go to the Banking menu.
  2. Choose the Banking tab.
  3. Hit the Upload transactions button.
  4. Click Browse, then choose the file you downloaded from your bank.
  5. Select the account you want to upload the transactions into from the QuickBooks account ▼ drop-down menu, then select Next
  6. Follow the on-screen instructions, then click Next.
  7. When you’re ready, hit Let's go.

 

 

Once you're done uploading the file, we can now start matching and categorizing your bank transactions.

 

 

Please keep us updated after trying these steps. We're just around.