Connecting bank account

Thanks for reaching out to the Community forum, applemango123.

Right now, our banking engineers are still working for a fix with regards to the banking connection for Barclays bank. 

In the meantime, you can manually import data into your account to have your information in QuickBooks. To manually upload bank transactions, your CSV file must be formatted correctly to successfully import it. 
 

Here are the things that you need to check:

1. QuickBooks has 3 fields: Date, Description and Amount to import bank transactions. Some UK banks provide .CSV transactions in 3 columns, and others in 4 columns (separating Amount into Debit and Credit fields). Both formats work for QuickBooks, if fields are mapped correctly.
2. Mandatory fields should be filled in. For Amount fields with no value (normally happens to 4-column .CSV files), enter 0 (zero).
3. Remove all symbols in the Amount field. For example, currency sign or comma.
4. If your Amount field is in one column, use the minus - sign  to depict money out rather than brackets ( ).
5. Remove non-transactional info in the file (ex. account numbers, opening, closing balance).
6. Save your changes.

Once verified, you can now import bank transaction, here's how:

1. Click the Gear ⚙ icon  at the top.
2. Choose Imports.
3. Select Import older transactions on the right for the account you want the transactions to belong to.
4. Follow the instructions onscreen to finish importing your data.
5. Hit Import.

For more information about the process above, you can check this article: Add older transactions to QuickBooks Self-Employed.

You can get back to me anytime you have additional questions in QuickBooks by posting your response below. I'll do whatever it takes to ensure your concerns are addressed. Enjoy the rest of your day.