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T
tuwilliger
March 10, 2020
Question

Help getting Open Banking to work with Lloyds

  • March 10, 2020
  • 15 replies
  • 5 views

Had a series of emails from QB inviting me to click the link and approve Open Banking. However, no matter which links I click and sign in, there's no onward indicator of what needs to happen - i'm just left in the standard /banking domain.

 

Have to say the rollout of this has been pretty poor communication and clarity wise - can someone please advise how to resolve?

15 replies

A
Ashleigh1
Level 14
March 10, 2020

Hello Tuwilliger, 

 

Welcome to the |Communtiy page, 

 

Do you get any error message or codes when you try to update your Lloyds account to the new open banking system? 

T
tuwilligerAuthor
March 10, 2020

Hi @Ashleigh1 

 

Thanks for coming back to me.

 

So at the moment I'm clicking the link shown in various emails from QB (attached). Then, when I'm taken to my QB account, specifically the banking page, there's no indication of what to do next.


I've hit the 'update' button on that page several times over the last few weeks but other than manually do an update (like it did before) nothing happens.

 

 

Subsequently, I've received an email this week saying my bank feed has now been disconnected. I'm somewhat lost!

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
March 10, 2020

Hi @Ashleigh1 

 

Yes, it's been connected through the standard/previous feed for at least a year. So to that end I can't really tell what needs to happen next. I can still manually update it, but I'm unclear on how to activate the new open bank format.

 

When I arrive at the /banking page from the link, there's no messaging or indication of what to do next, or if clicking "update" from the manual option has had any effect (I'm guessing not since I had that recent "you've been disconnected" email

 

Thanks for your help


It's our pleasure to help, @tuwilliger. 

 

You can either connect this new account or merge this old and new account to pull up new transactions. 

 

If you disconnect a bank account, it will stop pulling up new transactions. However, the account will stay active. Then, add this new account to get new transactions.

 

But if you’ll decide to merge this old and new account, you’ll need to connect this updated bank connection to your account. Just make sure to set it up having the same Account and Detail Type from your Chart of Accounts. 

 

Here's how:

  1. Go to the Accounting menu and click on the Chart of Accounts tab and locate the account you want to make inactive (old account).
  2. Select the drop-down arrow then select Edit.
  3. Add the same name of the account you want to retain on the Name field.
  4. Hit Save and Close.
  5. Click Yes to confirm the merge.

To learn more about this process, see this article: How to merge accounts, customers, and suppliers. 

 

Here’s more information about the error you’re having: Fix banking error 324 - Standard feeds. 

 

The Community is always here if you need further help with your bank connection. We're always glad to help in any way we can. 

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