JamesAndrewM
Moderator

Banking

Hi there, Bello. Thanks for posting your concern here on the QuickBooks Community forum. I understand you are having trouble connecting your QuickBooks Account with the Cooperative Bank. Don't worry. I'll impart some information and troubleshooting steps to help you restore your bank's connection.

 

Before anything else, I'd like to know if you encountered any error or what was the actual behavior that time the Cooperative Bank disappeared. I would appreciate it if you could provide us with more details.

 

To proceed, you can refresh the connection between the bank and your account. Let me walk you through the steps to reconnect your bank account:

 

  1. Go to the Settings ⚙ icon and select Bank accounts.
  2. Choose Connect another account.
  3. In the search box, enter the name of the bank and account type, i.e., Lloyds Bank Business, Lloyds Bank Personal, or Lloyds Bank Commercial.
  4. Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

 

If you're using your mobile device, follow these steps instead:

 

  1. Tap in the Accounts area on the Dashboard.
  2. Click the + icon on the Bank account screen.
  3. In the search box, enter the name of the bank and account type, i.e., Lloyds Bank Business, Lloyds Bank Personal, or Lloyds Bank Commercial.
  4. Follow the onscreen instructions to connect your account. QuickBooks Self-Employed will automatically download your recent bank transactions.

 

For detailed information, refer to this article: Reconnect your bank account in QuickBooks Self-Employed.

 

Lastly, you can check your bank's website to see if everything is working on their end or if they might be having maintenance.

 

I'm including these articles to guide you in managing your transactions in the future:

 

 

Following these guidelines will surely help you reestablish your bank connectivity in QuickBooks Self-Employed. If you have more questions about your bank connection, I will just be around to answer all of them. That's it for now. Stay safe!