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sam-ovalrenewabl
November 18, 2020
Solved

Does anyone else have a Yorkshire bank business bank account and are you struggling to connect it to QuickBooks? I get to the end of the process and it says error!

  • November 18, 2020
  • 2 replies
  • 0 views
It has been linked to QuickBooks in the past but is now not wanting to allow access. I am unsure if this is because yorkshire bank is in the process of changing to Virgin bank.
Best answer by Charies_M

Hello, sam-ovalrenewabl.

 

I appreciate you for sharing information about the Yorkshire bank and for making your bank aware of this connectivity issue.

 

To rectify this, let's try refreshing your bank connection in QuickBooks. Below are the steps that you can follow:

 

  1. Go to the Banking tab.
  2. Select the bank account and click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

Also, did you happen to get any error code while working with Yorkshire bank? If so, please let me know so I can verify if there is an ongoing investigation for this and update you with its status.

 

Keep in touch if there's anything I can help you with QuickBooks. I'm always around whenever you need help.

2 replies

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SarahannC
November 19, 2020

Hello there, sam-ovalrenewabl.

 

You can manually upload the bank transactions using the CSV file to continue bringing them to QuickBooks. First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

To check the availability of the bank account, here's a link: Understanding if you can connect your bank feeds to Open Banking. Then, you can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

I'd also encourage you to post the exact error message you've got during the process, so we can check and provide you with the correct resolution. Take care always and have a good one.

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sam-ovalrenewablAuthor
November 20, 2020

Thanks very much for the help, I have done this a few times. I am wanting to use the cash flow tool and so need the banking linked I believe 

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PedroLeitao
November 19, 2020

Hello. All CYBG banks (which includes Yorkshire Bank) have been suffering from significant instability over the last few weeks. We have made the bank aware and they are working to resolve it. Can you please keep trying over the next couple of days ?

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Charies_MAnswer
November 20, 2020

Hello, sam-ovalrenewabl.

 

I appreciate you for sharing information about the Yorkshire bank and for making your bank aware of this connectivity issue.

 

To rectify this, let's try refreshing your bank connection in QuickBooks. Below are the steps that you can follow:

 

  1. Go to the Banking tab.
  2. Select the bank account and click Update.
  3. If prompted, enter your Multi-Factor Authentication (MFA) credentials and select Continue update.

Also, did you happen to get any error code while working with Yorkshire bank? If so, please let me know so I can verify if there is an ongoing investigation for this and update you with its status.

 

Keep in touch if there's anything I can help you with QuickBooks. I'm always around whenever you need help.

S
sam-ovalrenewablAuthor
November 20, 2020

thank you very much. I will give this another go. 

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