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April 7, 2020
Question

We cannot link our Yorkshire Bank Account to Quickbooks?

  • April 7, 2020
  • 1 reply
  • 1 view
No text available

1 reply

JasroV
Level 8
April 7, 2020

Hi there, @enquiries21.

 

There's a great chance that Yorkshire bank is having their maintenance. Thus, you're unable to link your account to your QuickBooks Online (QBO). I recommend contacting them to verify if there are any changes or updates.

 

In the meantime, you'll want to import your bank transaction to your QBO. Let me guide you how.

 

To start with, sign in to your Yorkshire bank website and download the transactions from there.

  1. Once done, sign in to your QBO account.
  2. Go to the Banking menu.
  3. Select Upload transactions.
  4. Click Browse and select the file you downloaded from your bank.
  5. Select Next.
  6. Choose an account you want to upload the transactions from the QuickBooks account drop-down.
  7. Follow the onscreen instructions and click Next.
  8. When ready, click Let's go.

Here's an article you can use for more details in importing your transactions to QBO: Manually upload transactions into QuickBooks Online.

 

Once done, you can now categorize the transaction to ensure it matches the ones recorded in your QBO 

 

Let me know if there's anything else I can help you with. I'll be around to help. Have a great day and keep safe.