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georgerobinson35
Level 1

I cant get quick books to reconnect my Halifax, Bank of Scotland credit card bank feed. goes through all bank checks, gets approved but when retuned to q books , no good

 
3 Comments 3
ReyJohn_D
Moderator

I cant get quick books to reconnect my Halifax, Bank of Scotland credit card bank feed. goes through all bank checks, gets approved but when retuned to q books , no good

I've got steps and info to ensure you can reconnect your Halifax, Bank of Scotland account, @georgerobinson35.

 

We've upgraded our bank feeds to comply with the new Open Banking regulations. To reconnect your account, you'll need to switch to our Open Banking connection. 

 

Please note that this connection will be available for banks in phases. When it's ready for your bank, you'll see a banner on the Banking menu. Once you have it, you can update your connection to ensure your current feed won't stop working. Here's how:

 

  1. Go to the Banking menu, and then choose your bank account.
  2. Click Update now, and then confirm your connection by clicking Agree.
  3. Follow the steps on your bank's online banking page to authorise QuickBooks to connect to your bank account. Once done with the log in process, you'll automatically be taken back to QuickBooks.
  4. On the QuickBooks page, select Halifa Bank of Scotland.
  5. Click Connect to continue.

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Feel free to check out this article for more info: How to upgrade your bank feed to Open Banking.

 

You'll want to categorize and match your transactions to make sure they're accounted for correctly and prevent duplicates. Then, you can reconcile them to ensure your books are accurate.

 

I'm always around to lend a hand if you've got more QuickBooks concerns. Take care and have a great day.

georgerobinson35
Level 1

I cant get quick books to reconnect my Halifax, Bank of Scotland credit card bank feed. goes through all bank checks, gets approved but when retuned to q books , no good

i already have been using new system but as it needed reconnecting i go through all banks checks , they are happy and send me back to quick books and then is the problem . 

Joseph_A
QuickBooks Team

I cant get quick books to reconnect my Halifax, Bank of Scotland credit card bank feed. goes through all bank checks, gets approved but when retuned to q books , no good

It's my pleasure to help reconnect your bank account to QuickBooks Online, @georgerobinson35.

 

Let's start by reconnecting your bank account using a private browser to determine if this is a browser issue. Please use the shortcut keys to access QuickBooks on a private browser:

  • Google Chrome, press CTRL  Shift N
  • Mozilla Firefox: press CTRL  Shift P
  • Safari: press Command Shift N

If your bank is connected successfully using the private browser, you need to clear the cache of the regular browser you're using.

 

If the issue persists, I recommend contacting our  QuickBooks Online Support Team to check this further for you.

 

You may also read this article to learn more about online banking:

Feel free to post if you need further assistance. I'm just around ready to help you. Have a great day!

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