Can’t seem to get my Lloyds personal bank to connect to my QuickBooks

Hello, will-ferris. Let’s get your Lloyds bank account connected to QuickBooks.

First, may I know if you encounter any specific error messages when connecting your Lloyd's bank account in QuickBooks? If so, we'd appreciate it if you could share them with us here to provide the necessary troubleshooting.

In the meantime, you can check for any updates, messages, or notifications from your bank that might affect your ability to connect your account to QuickBooks. Sometimes banks have security updates or alerts that can temporarily block third-party connections.

If there are no issues, we can log in to a private window. This will help address caching problems that often lead to strange browser behavior. You can use the keyboard shortcuts below:

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

When you can smoothly connect your Lloyds bank account using the private browser, kindly revert to your standard browser and clear its cache only so the system can start fresh. The article above is for the US region, but the same principles apply. If you get the same result, I recommend switching to a different supported browser.

For your future reference in categorizing transactions, please see this US-based article. The steps mentioned on this page also work for your region: Categorize bank transactions in QuickBooks Solopreneur.

If you have any other questions about connecting your Lloyds bank account, please don’t hesitate to leave a comment below. We’re always here to help.

It seems to say a technical issue with my bank sometimes . Other times I get to the continue button and it just doesn’t work

This isn't the experience we want our users to go through, Will. Rest assured, I'll ensure you get the help you need from the appropriate support.

Since the issue with connecting your bank account appears to be intermittent, I recommend contacting our Live Support team. They have the tools and expertise to explore this further and provide you with the most effective resolution.

Here's how:

1. Open your QuickBooks Sole Trader account.
2. Select (?) Help, then proceed to the Search tab.
3. Utilise the search field or open an article and click Contact Us at the bottom of the Help Panel.
4. Enter your queries or concerns in the designated box, then hit Continue.
5. Choose a way to connect with our experts: Have us call you or Chat with us.

As you initiate the contact process above, please also observe their support hours for convenience.

Alternatively, you can manually import your entries using a CSV or other supported file types. With this, note that it's essential to format your data accordingly for a seamless operation.

Once you get income and expenses into QuickBooks, ensure they're in the correct category for accurate reporting and tax calculation. If you want to automate this process, use bank rules for recurring or similar transactions.

Please revisit the Community if you have follow-up questions about linking your bank account in QuickBooks Online. We're just a message away whenever you need assistance performing various business tasks.