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Everything you need to know about banking in QuickBooks Online - Discover more
mark-selby
Level 1

How soon will the banking be extended to include the Cooperative bank? It is very inconvenient not being able to update and makes the software rather pointless. Thanks

 
1 REPLY 1
JonpriL
Moderator

How soon will the banking be extended to include the Cooperative bank? It is very inconvenient not being able to update and makes the software rather pointless. Thanks

We don't have the specific turn around time as to when it will be available, @mark-selby.

 

Your financial institution is still working with us to comply with the new Open Banking regulation in utilizing the bank feeds function. You can read through this article to learn more: Understanding if you can upgrade your bank feeds to Open Banking.

 

In the meantime, you can consider manually downloading and uploading your transactions so you can keep them tracked. To do so, you have to download first your transactions directly from your bank's website. Once done, here how you can upload your transactions:

  1. Go to Banking.
  2. Under Bank and Credit Cards, select your Cooperative Bank Account.
  3. On the Update menu, select File upload.
  4. Find and open your downloaded bank transactions.
  5. Select Upload.
  6. Click Finish.

In addition, here's an article you can read to learn more about how you can manually upload your transactions: Manually Upload Transactions into QuickBooks Online.

 

Lastly, here's an article you can read to learn more about how you can categorise your transactions after uploading them: Categorise and match online bank transactions in QuickBooks Online.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to lend a hand.

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