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GrahamMackie
January 8, 2023
Question

Does QBO support Lloyds Commercial Banking ?

  • January 8, 2023
  • 1 reply
  • 0 views

And if so do we need to do anything different to set it up ?

We are moving to QBO and I just realised this might be an issue as the login process is different to Lloyds Business Banking.

 

regards

 

1 reply

R
RoseJillB
January 8, 2023

Thank you for posting here, Graham.

 

Let me help you verify if Lloyds Bank Commercial Banking supports a connection with QuickBooks Online (QBO).

 

We have a list of banks that are supported by our product. Here’s an article you can check out to see if your financial institution is available: Understanding if you can connect your bank feeds to Open Banking.

 

Once verified, sign in to your bank’s website and copy the URL. Afterward, use it to search for and link the appropriate account in QuickBooks.

 

Here's how:

 

  1. From the left menu, click Transactions and choose Banking.
  2. On the Banking page, select the Link account.
  3. In the Search field, enter the bank's URL
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Enter your bank login on your bank's website, then select Continue.

 

Regarding setting this up in your company file: The procedure will be the same as when you normally connect your other banks. Upon connecting this, please ensure that you follow the on-screen guidelines to link this with a clean slate.

 

 If you're unable to find your bank institution from the list of banks supported with QuickBooks, you'll want to request support from your bank to enable you to see the option for connecting this. Please refer to Step 3: Request support for your bank to do so: Find your bank or credit card account when you connect to online banking

 

While waiting for this to be available, you can manually import your bank transactions to your company file. Please visit this resource for complete guidelines: Manually upload transactions into QuickBooks Online.

 

Afterward, if the transactions are now available on your banking tab. I recommend editing, assigning, and categorising your transactions to put them into the correct accounts and track your financial information accurately.

 

Let me know if you have more questions about linking your bank account. I’m just a post away. Have a good one!

G
GrahamMackieAuthor
January 8, 2023

Hi Rose

Thank you for coming back to me.

I have followed the instructions and it says that the bank is not supported at the moment.

I have added the url to a request to add it to QBO (Lloyds Commercial Banking | Login (lloydsbank.com)) - do you have any idea how long this process might take as you already have an open banking relationship with Lloyds ?

 

regards

 

L
LollyNino_C
January 8, 2023

This is not the service we want you to experience, GrahamMackie. 

 

I understand the impact of any delay in not being able to connect your bank with QuickBooks. That being said, let me share additional information to make sure you're able to resolve this ongoing connectivity issue.

 

You'd want to make sure to use a regular browser when linking your bank. 

 

In the meantime, let's access your QuickBooks account using a private browser or an incognito window to isolate the issue. You can use any of these keyboard shortcuts: 

  • Press Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox).
  • Control + Option + P (Safari).

 

If you're able to successfully link your bank, you'd want to consider clearing your regular browser's cache. The stored browsing history in your regular browser can affect the program's performance.

 

If the issue persists, I'd recommend contacting our QuickBooks Online Customer Support team. This way, we can request a formal investigation to determine the root cause of this ongoing recurring connectivity concern.

 

I'm adding these articles to help you manage your connected bank accounts and transactions:

Please know the Community has your back if you have other questions. I’ll be right here to assist further.

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