Unable to connect to Natwest Bank

Hi Andrea2506,

Thanks for joining us here on the Community!

Is your client registered for online banking with Natwest? What is the specific account type they hold and is this business or personal? 

Hi Georgia

Yes, my client is registered for online banking.  They have a current business account.

Hi @Andrea2506,

Thank you for your prompt reply. I'll share insight on how your client can sync their online bank to QuickBooks Online (QBO).

On the screen where you search for an online bank account you want to sync, it's best to use the bank's URL or web address instead of its name. Some banks have multiple entries for Open Banking that there's a chance your client has connected to a different online account. 

You can also have him open a private window of their browser. 

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

Proceed to connect the online bank account from there to see if the issue persists. If that works, go back to the regular browser, and clear its cache. Otherwise, open a different browser that's available for you. 

If they encounter other issues such as error codes during this process, you can forward this article: Open Banking connection errors. It's a list of specific error codes, as well as the steps to resolve it. 

Don't hesitate to drop a comment below if you have other concerns. I'll be glad to assist you further.  

Did this get resolved, only I have a client who has a nat west business account and the only accounts that appear are clearspend and bankline. The QB helpline has just told me he needs a bankline account which cost £20 per month, seems harsh??

Hello Ice-tek, thanks for posting on this thread, so you should be able to connect to natwest bank account it is a bank that is available to connect to as you can see from this link here. Can i ask what happens when you try to connect the account up do you get any error messages or codes showing up at all? 

When I try to connect to the bank I get 3 offers, Bankline, clearspend or personal't have the bank line or clearspend account, when I connect to personal it simply takes me in a new window to my bank account, doesn't link to QB

should read I don't have the bankline or clearspend account

Good day, @ice-tek.

Let me help you connect your bank to QuickBooks. 

You've mentioned that when connecting to Personal Banking, you've been routed to a new window. Did you successfully enter the required info for this setup? If yes, let's run some basic troubleshooting steps so we can connect your bank to QuickBooks.

First, use a private browser to access your account in QuickBooks. It is also known as InPrivate in Internet Explorer and Incognito mode in Google Chrome. This browser mode doesn't record the browsing activity on your local device. You can access this by pressing the following keys:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

Once done, connect the account again to QuickBooks and see if it clears the issue. If that works, go back to the regular browser, and clear its cache. Or else, use other supported to access your account.

If the issue persists, please contact our phone support so they can check your account. They have the available tools that will help you in connecting the Natwest Bank to QuickBooks.

After connecting your account, the program will automatically download your most recent transactions every night. Then, you can now review and categorise them. 

Don't hesitate to drop a comment below if you have other concerns. I'll be glad to assist you further.  

I did as you suggested in a incognito Chrome window. Same result, online banking opens in a separate window, no error codes jus access to my account but not connection to QB's

Next move?

Hello ice-tek, i suggest you ring the helpline on 0808 234 5337 and then you can step up a screenshare with the agent and they can have a look at your banking issue with you and see why it is not connecting it up for you. 

Incognito browsing worked for us, thanks.

Hello Community Users, we just wanted to add an update. The original person who posted on this thread fixed their issue with the NatWest connection by trying on a different device. If you try a private browsing window and a different device (if possible) and find you're not able to connect please reply on this thread and we'll investigate this straight away. If you get a error message or error number, you can also refer to this guide. Thanks