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sales-ivyspace-c
December 28, 2021
Solved

My (Lloyds) bank can NOT reconnect. Puts me in an infinite loop to do the connection process all the time.

  • December 28, 2021
  • 1 reply
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Original commenter did not share additional details
Best answer by rjwbailey

Hello Rjwbailey, thanks for posting on this thread, can we ask you are you trying to do the reconnection on the Quickbooks app version or on the web browser version? Also are you trying to do it on your mobile or the laptop/pc? Do you get any error messages or codes showing up at all for you as well? 


I was using Firefox on a PC. There was no error message, you go through the reconnection steps and it just takes you back to the screen saying 'connection has expired'.

 

However, I fixed it by disconnecting the accounts completely and then re-connecting them, as described in one of the help articles (https://quickbooks.intuit.com/learn-support/en-uk/bank-feeds/open-banking-connection-errors/00/496596) and some other posts on this forum. So all good now - thanks!

1 reply

R
Rea_M
December 28, 2021

I'll make sure you're able to reconnect your bank (Lloyds) account in QuickBooks Online (QBO), @sales-ivyspace-c. 

 

When your bank connection has expired and you're unable to re-authorise the connection, you'll have to disconnect and reconnect the account to online banking.

 

This infinite looping or connection process error can sometimes be caused by the browser's overtime collection of data from frequent page visits. To isolate this matter, you can perform some troubleshooting steps.

 

You can start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

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

 

Once signed in, go to the Banking menu and re-authorise your bank (Lloyds) connection. Please refer to this article for the step-by-step guide: How to reauthorise your bank connection.

 

 If you're able to do so, return to your default browser and clear its cache. This will refresh the system and remove older data that causes viewing and performances issue. However, if this matter continues, I'd recommend using other supported browsers.

 

After you've successfully done the connection process, your latest transactions will automatically download. All you have to do is review and match them to the existing entries in QBO to keep your account updated. For the complete details, kindly check out this article: Categorise online bank transactions in QuickBooks Online.

 

Also, I would encourage you to reconcile your Lloyds account every month. This will help you effectively monitor your income and expenses and detect any possible errors accordingly. For the step-by-step guide, you can check out this article: Reconcile an account in QuickBooks Online.

 

Let me know in the comments if you have other banking concerns and questions about reconnecting them in QBO. I'll gladly help. Take care, and I wish you continued success, @sales-ivyspace-c. 

S
sales-ivyspace-cAuthor
December 28, 2021

Thank you but those did NOT work.

 

I tried Incognito (Chrome): did NOT work

I tried to clear cache at Chrome: did NOT work

I tried a different browser SAFARI: did NOT work.

 

It keeps doing the same loop.

 

I have already spent considerable time trying to fix this. 

 

I find this really disappointing.

 

Keeps doing infinite loop of asking me to Connect.

AlexV
AlexV
December 29, 2021

Hi sales-ivyspace-c!

 

I understand that you need to reconnect your Lloyds Bank account to QuickBooks Online. I'm joining this post so I can help you.

 

I'd like to thank you for performing the basic browser troubleshooting. In addition to that, you'll want to see if Lloyds is having system maintenance cause it can cause connection errors like this. Usually, they'll send an alert or best to contact them.

 

Also, if this behavior persists, I suggest you reach out to our Support Team so they can conduct further investigation.

  1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
  2. When asked by the bot, enter "Reconnect Lloyd Bank".
  3. Select I still need a human, then proceed with Contact us or Get help from a human.
  4. Choose either Chat or Callback.

 

In the meantime, you can manually import your bank transactions to QuickBooks using a CSV upload.

 

I also added this article if you need help in reconciling your accounts: Reconcile an account in QuickBooks Online.

 

Visit us again in the Community if you need anything else. I'm looking forward to assisting you again.

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