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tuwilliger
March 10, 2020
Question

Help getting Open Banking to work with Lloyds

  • March 10, 2020
  • 1 reply
  • 0 views

Had a series of emails from QB inviting me to click the link and approve Open Banking. However, no matter which links I click and sign in, there's no onward indicator of what needs to happen - i'm just left in the standard /banking domain.

 

Have to say the rollout of this has been pretty poor communication and clarity wise - can someone please advise how to resolve?

1 reply

A
Ashleigh1
March 10, 2020

Hello Tuwilliger, 

 

Welcome to the |Communtiy page, 

 

Do you get any error message or codes when you try to update your Lloyds account to the new open banking system? 

T
tuwilligerAuthor
March 10, 2020

Hi @Ashleigh1 

 

Thanks for coming back to me.

 

So at the moment I'm clicking the link shown in various emails from QB (attached). Then, when I'm taken to my QB account, specifically the banking page, there's no indication of what to do next.


I've hit the 'update' button on that page several times over the last few weeks but other than manually do an update (like it did before) nothing happens.

 

 

Subsequently, I've received an email this week saying my bank feed has now been disconnected. I'm somewhat lost!

A
Ashleigh1
March 10, 2020

Hello Tuwilliger, 

 

So is your bank Connected in Quickbooks or not? 

 

If not go to add account search Lloyds and follow the steps and it should connect your account to the new open banking and pull though the transactions you need. 

 

Let us know how you get on if you get any error codes or messages. 

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