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tomburton14
December 3, 2019
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Barclays.net & Barclays iPortal

  • December 3, 2019
  • 2 replies
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Hi,

 

I am aware that Barclays Corporate customers could not previously have an auto feed into QuickBooks using Barclays.net. However, as you now support Open Banking, i wondered if this had changed and if Barclays Corporate customers could use an Open Banking feed using Barclays iPortal for permissions?

 

Thanks

Best answer by Ashleigh1

Hello Tom, 

 

Thanks for posting on this post, this link will show you all the bank accounts you can connect to within QuickBooks if it is not on the list then it is not yet available and might come in the future. https://quickbooks.intuit.com/learn-support/en-uk/banking/understanding-if-you-can-upgrade-your-bank-feeds-to-open-banking/00/353110

2 replies

JamesC
JamesC
December 3, 2019

Hello tomburton14,

 

The best way to verify this in, is to log into Quickbooks and copy and paste the address bar from when you are on your log-in page on the Barclays Corporate site, into the search bar.

 

Our list doesnt' specify Barclays Corporate, but if it is available, doing the above is how you will find out if your account can be completed through the automatic link.

 

If it is not there, it will give you the facility to suggest a new link - and our engineers will get to work to make that available under open banking connections.

T
TBelton
January 27, 2021

Hi James,

 

A client of mine has just switched from Barclays Business Banking to Barclays.net (should be possible to connect through the Barclays Corporate option on QB), however they are having issues.

 

Barclays have informed them that only Xero can connect to Barclays.net, however QB support have told me that it should be possible to connect.  Are you able to help out on this?

 

Kind Regards,

 

Tom

    A
    Ashleigh1Answer
    January 27, 2021

    Hello Tom, 

     

    Thanks for posting on this post, this link will show you all the bank accounts you can connect to within QuickBooks if it is not on the list then it is not yet available and might come in the future. https://quickbooks.intuit.com/learn-support/en-uk/banking/understanding-if-you-can-upgrade-your-bank-feeds-to-open-banking/00/353110

    R
    RHACON
    September 28, 2022

    Appreciate this is an old post - but is there a way of connecting a Barclays.net account to QB? we login via https://cashmanagement.barclays.net/ to our banking and quickbooks doesnt seem to support this? 

    Adrian_A
    Adrian_A
    September 28, 2022

    Hi RHACON,

     

     You have me to ensure you can bring your transactions into your QuickBooks Online account.

     

    If your bank is supported under Open Banking regulations, you can connect it to your QuickBooks account. However, account type and product coverage will differ between banks. 

     

    If your specific account type isn't supported yet, you will need to import the transactions manually. Here's an article as your guide: Upload the transactions manually. 

     

    Afterward, I'd suggest categorising the transactions to match them with what you've already entered into QuickBooks. Here's an article as your guide: Categorise transactions.

     

    Feel free to reach out to me again if you have concerns with the categorization process.

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