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bludigia98-gmail
Level 1

So I’m trying to connect to my rbs bank but it won’t let me has anyone else had problems

 
1 REPLY 1
GlinetteC
Moderator

So I’m trying to connect to my rbs bank but it won’t let me has anyone else had problems

Let's get this sorted out so you can bring in transactions into QuickBooks Self-Employed, bludigia98-gmail.

 

I've checked if we have a reported similar issue regarding the RBS bank connection but found none. Just to confirm, are you receiving a specific error message when attempting to connect your bank? Any additional details you can provide me will help to ensure a timely solution. You can check out this article about fixing common Online Banking errors for your reference.

 

In the meantime, we can manually import transactions using a CSV file. You may verify with your bank's website if they allow exporting transactions to this file. If they do, please follow these steps on how to import them:

 

  1. Go to the Settings icon at the upper right and select Imports.
  2. Click Import transactions
  3. Choose Browse to upload the file from your computer. 
  4. Follow the on-screen instructions to finish importing your data.
  5. Click Import.

Once done, go to the Transactions menu to review and categorise them into the correct categories.

 

I'm am also adding these links that contain information about adding transactions in QBSE:

Keep me posted if you have any follow up banking questions. I'm always here to help.

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