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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!

M
MirriamMQuickBooks Team
QuickBooks Team
March 11, 2020

Hi @MJoy_D 

 

Thanks for your detailed reply.

 

However, I'm still confused by what you're asking me to do. The link in the email from QB takes me to the "banking" area, whereas you're asking me to go to "Accounting" which appears to just be a list of transactions that have happened on the account?

 

To be clear, and sorry if I'm completely misunderstanding here, but we need to fix the "bank feed" to the new standard? I'd have expected it to be done from the "banking" page (I've tried clicking the usual update button but it doesn't seem to have much effect)?

 

To be honest, I'm unclear why the emails sent from QB on this 1. Take me to the banking page and 2. provide no further steps on what to do from there.

 

Can you review and let me know where I'm going wrong? I'm completely at sea with this!

 

Thanks


Hello again, @tuwilliger. I appreciate you getting back and provided more information.

 

Allow me to join the thread and clarify things out.

 

The email you've received is a confirmation that some of your bank accounts are now ready for an upgrade for the new Open Banking connection. Upon clicking the Update my account button, you'll be routed to the Banking page.

 

From there, you'd see a banner Upgrade now on each bank account. You'd need to click that button to complete the process and follow the on-screen steps. But, if the prompt isn't available yet, then I recommend visiting the Banking page from time to time.

 

On the other hand, if the Upgrade now button is available and you encounter an error upon connecting. Then I suggest reaching out to our Customer Support team by going to the Help ? icon in QuickBooks. We have a reported issue about this so they can add you to the list of affected users.

 

Additionally, to learn more about Open Banking connection see this article: Open Banking Connection Errors.

 

If you need anything else, let me know by commenting below. I'm here for you. Have a great day!

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