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SergeyD
October 6, 2021
Solved

Metro Bank linking

  • October 6, 2021
  • 1 reply
  • 0 views

Hello everyone!

I am not able to re-connect QB to Metro Bank. Someone from the bank told me that they were not working with QB anymore. Is that the truth? If not, any hints re:linking to Metro Bank are much appreciated.

Thanks,

Sergey

Best answer by Rea_M

Thanks for getting back to us, @SergeyD. I'm here to share details about re-connecting Metro Bank in QuickBooks Online (QBO) and the actions you need to help take care of this matter.

 

For the time being, we have an ongoing investigation about updating your Metro Bank (UK) - Personal and sign-in info to re-connect your account in QBO. Rest assured that our banking engineers are actively working to have this resolved as soon as possible. This way, you'll get your latest transactions and manage them accordingly.

 

As a workaround, you can create a cash-on-hand account in the Chart of Accounts (COA) and upload your Metro Bank transactions using CSV files. This way, you can keep your financial data updated.

 

In keeping with this, I'd recommend contacting our Customer Care team again. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix.

 

In case you want to talk to one of our representatives to relay this matter, you need to request a callback. You'll first have to check out our support hours to ensure we can assist you on time. Here's how:

 

  1. Sign in to your QBO company.
  2. Go to the Help (?) menu.
  3. Select the Search tab.
  4. Click the Contact Us button.
  5. Enter a brief description of your concern in the What can we help you with? field.
  6. Select Continue.
  7. Choose a way to connect with us (Send a message or Get a callback). 

 

Once resolved and re-connected, your transactions will automatically be downloaded. All you have to do is review and/match them to the existing entries in QuickBooks to keep your account updated. For the step-by-step guide, you can refer to this article: Categorise online bank transactions in QuickBooks Online.

 

Also, I'd recommend reconciling your Metro Bank account every month. This will help monitor your income/expenses and detect all possible errors appropriately. For the detailed steps, check out this article: Reconcile an account in QuickBooks Online.

 

Please keep me posted on how it goes. Let me know in the comments if you have other banking concerns and questions about managing your transactions in QBO. I'll gladly help. Take care and stay safe, @SergeyD.

1 reply

JasroV
JasroV
October 6, 2021

Good day to you, Sergey.

 

QuickBooks Online (QBO) still supports Metro Bank. I'd be delighted to help you re-connect your bank to QBO. 

 

To re-connect your bank, you'll need to enter your bank credentials to update its connection. Let me show you how:

 

  1. Go to the Banking or Transactions menu.
  2. Click the Banking tab.
  3. Select your Metro Bank.
  4. Click on update my sign-in info
  5. Enter your credentials and confirm the details.

 

If this is not the case, I propose creating a cash account and manually upload your bank transactions. 

 

I'd also recommend contacting our support team. This way, they can add you to the list of affected users who are unable to re-connect their Metro Bank. Rest assured they are working diligently to resolve this and notify you via email once fixed.

 

When everything is all set, feel free to check this article for guidance in matching your transactions seamlessly: Categorise and match online bank transactions in QuickBooks Online.

 

I appreciate your patience as we're working to fix this. In case you have any other concerns about QuickBooks, you can always get tag me in your reply and I'll get back to you as soon as possible. Take care and have a good one!

S
SergeyDAuthor
October 6, 2021

Hi JasroV,

thanks for getting back to me.

I have been trying to update my sign-in info and re-connect Metro Bank many times before I wrote my question here. I also tried the incognito option as well as different browsers and devices. All these steps are being advised by the QB Support Team. All manipulations did not help. 

 

The key problem is that QB does not correctly transfer a password and a numeric code to Metro Bank, it looks like this at least. After three attempts Metro Bank blocks my online account access. It happens when there were three wrong attempts to enter my online banking. However, the password and the passcode work well when I use them to enter my online account through Metro Bank, without QB.

 

So, any new ideas are welcome!

Best,

Sergey

R
Rea_MAnswer
October 6, 2021

Thanks for getting back to us, @SergeyD. I'm here to share details about re-connecting Metro Bank in QuickBooks Online (QBO) and the actions you need to help take care of this matter.

 

For the time being, we have an ongoing investigation about updating your Metro Bank (UK) - Personal and sign-in info to re-connect your account in QBO. Rest assured that our banking engineers are actively working to have this resolved as soon as possible. This way, you'll get your latest transactions and manage them accordingly.

 

As a workaround, you can create a cash-on-hand account in the Chart of Accounts (COA) and upload your Metro Bank transactions using CSV files. This way, you can keep your financial data updated.

 

In keeping with this, I'd recommend contacting our Customer Care team again. They can add your account to the list of affected users. This ensures you're in the loop about the investigation's status and its fix.

 

In case you want to talk to one of our representatives to relay this matter, you need to request a callback. You'll first have to check out our support hours to ensure we can assist you on time. Here's how:

 

  1. Sign in to your QBO company.
  2. Go to the Help (?) menu.
  3. Select the Search tab.
  4. Click the Contact Us button.
  5. Enter a brief description of your concern in the What can we help you with? field.
  6. Select Continue.
  7. Choose a way to connect with us (Send a message or Get a callback). 

 

Once resolved and re-connected, your transactions will automatically be downloaded. All you have to do is review and/match them to the existing entries in QuickBooks to keep your account updated. For the step-by-step guide, you can refer to this article: Categorise online bank transactions in QuickBooks Online.

 

Also, I'd recommend reconciling your Metro Bank account every month. This will help monitor your income/expenses and detect all possible errors appropriately. For the detailed steps, check out this article: Reconcile an account in QuickBooks Online.

 

Please keep me posted on how it goes. Let me know in the comments if you have other banking concerns and questions about managing your transactions in QBO. I'll gladly help. Take care and stay safe, @SergeyD.

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