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December 12, 2020
Question

Can’t connect to my Barclays account

  • December 12, 2020
  • 1 reply
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1 reply

December 12, 2020

We can perform some steps to see if this is just triggered by your bank, or in QuickBooks Self-Employed (QBSE), jlrplant-yahoo-c. 

 

May I know what specific error message you encountered when connecting to your bank? This helps me check on our records if there's an ongoing issue with your bank. There are a few reasons why you can't connect your bank in QBSEt. Among these are:

  • The bank recently made some changes with their security feature or connection.
  • Log in credentials set up in QBSE doesn't match with the online banking login.
  • QBSE is unable to connect to your bank's website.

Let's try clicking on Refresh All multiple times on your Banking page. This refreshes the connection between your financial institutions and QBSE. Then, try connecting your bank account again. If the same thing happens, we can import your bank transactions using.CSV file as an alternative method to upload your bank transactions. You can get this file from your bank's website. Here's how:

  1. Got to the Gear icon.
  2. Select Imports.
  3. Tap Import older transactions and follow the on-screen instructions.
  4. Tick Import.

For more details about this one, see Add older transactions to QuickBooks Self-Employed article. Then, categorize and edit your transactions after. Once done, please contact our QuickBooks Self-Employed Support Team. They'll pull up your account in a secure environment and investigate what's causing this banking error.

 

Feel free to visit our Banking page for more insights about managing your bank transactions.

 

I'm just one click away if you need a hand with creating bank rules or any QBSE related. I'm always here to ensure your success. Take care always.