Hello there, dc51.
I'm here to ensure you can connect your Lloyds account to Open Banking. This way, you'll be able to automatically download your recent transactions.
Lloyds Bank is one of the financial institution that's now available for Open Banking. Even if you haven't received a prompt to connect, you can manually perform it in the Banking menu. This will let you link your account before the month ends.
- Go to Banking menu.
- Select Add account.
- Search for Lloyds bank, then click Continue.
- Read through the terms and conditions, then click Agree.
- Follow the steps on your bank's internet banking page to authorise QuickBooks to connect to your bank account.
- Select the bank accounts you want to connect, and which account they will link to.
- Click Connect.
Once done, your recent transactions will automatically be downloaded into your QuickBooks account. You can view them in the Banking menu's For Review tab.
After the download process, you can categorise them in your account. For the detailed steps, kindly visit this article: Match and categorise bank transactions in QuickBooks Online. It also contains information on how to exclude your personal and duplicate transactions.
Please let me know if you have other concerns. I'm just around to help.
