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Forrest Digital
Level 1

Unable to reconnect to Natwest Clearspend

We have been using Natwest Clearspend for some time and reconnected several times, now following the same procedure as previously, it's not working and we have a message saying that there is a new method? Does anyone know, has something changed?

 

Thanks, Iain

2 REPLIES 2
RoseJillB
QuickBooks Team

Unable to reconnect to Natwest Clearspend

Thank you for reaching out to the Community, @Forrest Digital. Let me help you with reconnecting the Natwest Clearspend application in QuickBooks Online (QBO).

 

Connecting a bank account to QBO makes it easier to record or match the banking transactions.

 

I can provide you with troubleshooting steps to sort out the problem with reconnecting your bank.

 

First, get the URL QuickBooks uses to connect. To do so, here’s how:

 

  1. Go to the Banking menu or Transactions menu.
  2. Select Link accountNote: You won’t add an account, you just need the listed URL.
  3. Search for your bank and select it.
  4. Copy the URL listed for your bank.


    banking ts.jpg

     

    5. Sign in to your bank or credit card's website using the copied URL.

 

If you can sign in, it's a good sign that there isn't a major issue. Next, check the following:

 

  1. Check your account for messages, notifications, or alerts.
  2. Look for any display issues as you navigate the website. These can block QuickBooks from downloading new transactions.
  3. Check your bank’s website for any announcements about new security requirements.

 

Please provide additional details if you continue to have this issue. A complete error message or a screenshot helps. This way, we can provide you the exact solution.

 

If the issue persists, I also suggest performing some basic browser troubleshooting. Cache stored on the computer can also cause unexpected behavior while using the QBO.

 

Here are keyboard shortcut to open a private browser:

 

  • Google Chrome: press Ctrl Shift N
  • Mozilla Firefox: press Ctrl Shift P
  • Microsoft Edge: press Ctrl Shift P
  • Safari: press Command Shift +N

 

If it works, you can proceed with clearing your cache. This helps improve the performance of the application and provides you with a secure work environment.

 

You can also utilize other supported browsers while using QBO.

 

On the other hand, you can checkout this article about adding and matching downloaded bank transactions.

 

Let me know if you need further assistance with reconnecting your bank account. I’ll be happy to assist you. Have a great day!

Forrest Digital
Level 1

Unable to reconnect to Natwest Clearspend

Thanks for that, everything seems to have resolved itself without further intervention.

 

Best wishes,

Iain

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