Problem Updating Bank Connections - Lloyds Bank

I appreciate you reaching out to us here in the Community, @Alex Kilby.

Since you're able to reconnect when adding a new connection, I suggest contacting our QuickBooks Self-Employed Team. They'll be able to check the error message you encounter and fix the connection without losing all existing receipts or transactions.

Here's how you can reach them:

1. Log into your QuickBooks Self-Employed account through a web browser.
2. Select the Assistant option in the upper-right corner.
3. Ask general questions like “How much have I made this year?” or “How many business miles did I log?”.

The Connect bank and card accounts to QuickBooks Self-Employed article will serve as your future reference. It contains additional information about the process.

Let me know if you have further questions or other concerns. Please know the Community has your back. I’ll be right here to assist further.

I am in the same boat, I tried and tried, I removed the old account and reconnected and lost all my data and had to import from csv. 

I don't want to loose the automatic bank updates as this is the feature I signed up for.

We'd want to make sure that we get this sorted out for you, IT-Nick.

Aside from disconnecting and re-adding the bank account, have you also tried doing it in a private/incognito browsing session? Banking errors are sometimes caused by cache or browser issues.

Please follow the keyboard shortcuts below to quickly switch to a private session: 

• Google Chrome CTRL + SHIF + N
• Mozilla CTRL + SHIFT + P
• Microsoft Edge CTRL+SHIFT+P
• Safari Command+Shift+N

You can also us a different browser while reconnecting the account. 

If you're done with all the steps above, please give us a call or reach our out to Chat Support Team. We would like to take a closer look at your banking connection to check what's causing the issue. 

Please follow the same steps above on how to reach out to them. They'll be needing your account details to get this taken care of. 

Keep me posted or reach out to us again if you still have other questions. We're always here to make sure everything is sorted out.

I've has problems reconnecting as well. Going incognito as above helped but after asking me which bank account I wanted to connect to - I have several at lloyds - I selected the one I need in the pop up window from my bank. It then transfers me back to Quickbooks and says it's doing something and to wait. Then I get a new window that asks me to click to select which bank account I want to connect to but only gives one to choose from and it's not the one I want. Fail. This is a real pain. How do I fix this? 

Hi Ben What type of account is your Lloyds account and which option/bank are you choosing from the connect page?

It's a lloyds Biz account. 

I'm choosing Lloyds. 

It used to work. 

I got the email telling me I needed to disconnect and reconnect etc. 

i am having the same problem now i have tried all suggested, please can someone contact me

I recognize you need to talk to our phone support to get assistance with your bank transactions, lucy.  I'm here to share information to point you in the right direction in QuickBooks Online.

Since Community is a public forum, we're unable to make phone calls from this platform. I suggest contacting our Customer Care Team. They have the tools that can check your account in a secure environment and assist you further.

Here's how to reach them:

1. 1. Go to Help (?) and select Contact Us.
   2. Note: If you’re using the QuickBooks Self-Employed app, tap the + button and select Ask QB Assistant.
   3. Enter “talk to a human”, then select Continue.
   4. Choose which way you want to connect with us.
   • Have us call you - Get a call from a support expert.
   • Chat with us - Start a conversation with a support expert.

Also, you can manually add the old transactions that weren't downloaded automatically to the program.

Keep your post coming if you need further assistance in updating bank transactions in QBO. I'm always here to help. Have a great day.