Hello there, @CharlesUK1,
Let's perform some steps so you can download your bank transactions from Barclaycard Business into the program.
If you're not receiving any errors, you'll first have to manually update your account. This helps refresh the banking connection in the system. Let me guide you how.
- Go to Banking from the left menu.
- Select Update on the Banking page.
- Enter your Multi-Factor Authentication (MFA) credentials.
- Click Continue update.
Second, you can log into your bank's website. This is to check if there are alerts that need your attention. Here are the steps:
- Review for any messages, notifications, or announcements about new security requirements.
- Go back to the Banking menu if everything looks good.
- Manually update your bank account.
Third, you can update your bank info in the program if you make any changes on your bank’s website. Here’s how:
- Go to Banking from the left menu.
- Click the Blue tile for Barclaycard Business.
- Select the Pencil icon to edit.
- Choose Edit sign-in info.
- Update your info.
For detailed steps, check out this article: What To Do If Bank Transactions Won't Download.
Once the transactions are downloaded, you can match and categorise them against the entries in the program. To learn more about this process, visit this article: Assign, Match and Categorise Bank Transactions.
Just drop a comment below if you have further query. I'm happy to help, @CharlesUK1.
