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May 13, 2020
Question

When connecting to a barclays account, a 'connection complete' message is displayed, however in Quickbooks the account isn't connected.

  • May 13, 2020
  • 1 reply
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1 reply

May 13, 2020

Hello, Tom Faith. 

 

This is likely a browser cache-related issue. This can prevent the webpage from loading properly when connecting your bank. To see if this is the case, we can use an incognito or private window, then try connecting your account from there. 

 

Shortcut keys: 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Internet Explorer: Ctrl + Shift + P
  • Safari: Command + Shift + N

If you're able to connect the account, go back to the regular browser then clear its cache. Make sure to close it after clearing. Alternatively, you can use a different supported browser

 

If you have an error message when attempting to connect it again, we have compiled all possible error codes in this article. It also has solutions on how to resolve them: Open Banking Connection Errors.

 

Alternatively, you can upload your transactions manually. You'll want to download your Barclays transactions then upload them to QuickBooks Online. Steps and details can be found here: Import bank transactions using Excel CSV files.

 

If you still can't connect your Barclays account, I'd recommend contacting our support. They can check our Online Banking system, and see what's preventing you from connecting your Barclays account. Here's how:

  1. Go to the Help menu.
  2. Click the Contact Us button.
  3. Enter something like "Cannot connect Barclays account" or the error message in the text box.
  4. Proceed with Let's talk.
  5. Choose Start a chat

When you finally connect your bank account, you can start categorising and matching those transactions

 

You can leave a reply below or post another thread if you have other questions. We're always here to lend you a hand.