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December 12, 2022
Question

Hi Is anyone struggling to connect with Yorkshire Bank ? Thanks

  • December 12, 2022
  • 1 reply
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1 reply

December 13, 2022

Welcome to the Community, @sharpandscarffe.

 

I'll share some details regarding the connectivity issues and make sure you can connect Yorkshire Bank to QuickBooks Online (QBO).

 

Some customers are unable to connect their accounts but this is already resolved. May I know the message you encounter when connecting bank to QBO? It can help me check if we have a reported issues related to your concern so that I can provide you with the best resolution.

For now, we can try some troubleshooting steps to update it. Let's start with updating your bank account manually. It refreshes the connections between the bank's website and QuickBooks.

Here's how:

 

  1. Sign in to your QBO account.
  2. Click Banking/Transactions from the left menu.
  3. Select the appropriate bank account.
  4. Click on Update.

 

Once you can connect your bank to QBO, you can categorise them to organizes your income and expenses. For more guidance, feel free to check out this article:  Categorise and match online bank transactions in QuickBooks Online.


You can also read the articles listed here in case you have any other banking concerns in the future: Banking for QuickBooks Online.

 

Feel free to leave a comment below if you have any other questions. I'll be right here to help!