Connecting A Bank | Post Your Question Below

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:

• Create rules to speed up reviews in QuickBooks Self-Employed.
• Custom categories in QuickBooks Self-Employed.

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!

Hi Nina D, thanks for joining this thread. We've raised a reported issue for this error with HSBC bank in QuickBooks and our open banking team are working to fix. The investigation reference for this is INV-94950 and you'll continue to receive all updates by email going forward - sorry for any inconvenience caused in the meantime. 

Hi Yvonne, thanks for letting us know that you're experiencing problems connecting to Metro bank in QuickBooks. 

We're aware that some customers are running into the error "Those transactions will flow into your QuickBooks Online Edition on a faster, more reliable connection. (378)" when connecting an account. Is this the same error that you're experiencing? 

Hello JosieJo, so the only format quickbooks accepts is csv, so when you have downloaded your transactions you would then need to save it as a csv file so that you can then upload it into your quickbooks account. 

Hi Will, so that we can check for any existing issues, please get back to us below with the name of the affected bank provider(s). For troubleshooting purposes, please also try updating the account by logging into QuickBooks through a different web browser or incognito/private browsing window. 

Hello there, skymap08.

I see that error 580 has caused you to experience issues while trying to manage the connection between your bank and QuickBooks. I'll provide details of what's causing this and ensure you can relationship with the program remains accurate.

Please know that error 580 / 590 means something unexpected happened while the FI (financial institution) was in communication with Intuit setting up the connection. The said errors typically don't last more than 48 hours and be resolved on their own. If the error persists, I recommend reconnecting your bank account to QuickBooks Online.

However, if you're utilizing QuickBooks Self-Employed, do not disconnect or delete the connection between your bank account and the program. You have to follow these steps to reconnect your account:

1. Remember the date of the last transaction. This will help avoid double transactions when reconnecting the account and QuickBooks asks for the starting point to bring transactions back in.
2. Click the Gear icon ⚙ and select Bank accounts.
3. Choose Connect another account.
4. From the search box, enter the name of the bank and account type. For example, Lloyds Bank Business, Lloyds Bank Personal or Lloyds Bank Commercial.
5. Follow the onscreen instructions to connect your account. Once you reconnect, the program will automatically download your recent bank data.

If the issue persists, I suggest contacting our QuickBooks Support Team. They're the best support group for such inquiries as they can request account information. This way, they can confirm why you keep getting the 580 error message and help fix it as soon as possible. You may refer to these article to see the steps on how to reach them:

• QuickBooks Online Support.
• Contact QuickBooks Self-Employed Support.

In case you need steps on how you can review downloaded bank and credit card transactions to avoid duplicate entries, you can read the articles below based on the version you use.

• Categorise and match bank transactions in QuickBooks Online.
• Categorise transactions in QuickBooks Self-Employed.

I'm always willing to help if you have questions or clarification when managing bank connections or other related concerns in QuickBooks. Feel free to click the Reply button on this thread, skymap08. Take care.

Hi there, @Laura101010.

Let me help you go over your account, and have your bank account connected in Intuit successfully.

I recommend logging into your bank account again to see if any updates or system maintenance notifications may require attention and could potentially impact the bank reauthorization process.

If you receive an update about this matter you can manually upload your transactions for now, furthermore, if you didn't receive any updates I'd recommend contacting customer care support to further investigate.

Here's how:

1. Go to the Help menu and select the Search tab.
2. Then, click Contact Us.
3. Then, enter a brief description of your concern and select Continue.
4. Lastly, choose either Start a Chat or Get a Callback to start connecting with them.

You can reach our support team Mondays through Fridays from 6:00 AM to 6:00 PM Pacific Time and Saturdays from 6:00 AM to 3:00 PM.

Once everything is resolved, reconcile your accounts so they always match your bank and credit card statements.

If you have more questions about banking or invoices, don't hesitate to click the reply button. I'm always around to help!