Hi, one of my clients is having a problem getting the Lloyds bank feed up and running.
They have 2 business current acc’s with Lloyds. Using Open Banking one of them is working and importing each day. When trying to connect the second account the screen says ‘there are currently no open banking feeds that are available to map to this bank acount, you can set up additional open banking feeds here’ with a link. If you click on the link it shows the existing connection for the first account and a green ‘connect a bank’ button but if you click on the button it wont let you add another lloyds feed.
So we don’t seem to be able to have two Lloyds acc’s on one feed, but we also can’t have two feeds?
Are the two Lloyds accounts accessed from the same online banking log in details? If so, when you connect the first account you should be given the option to select which other accounts to allow access to.
You may have to remove the first feed to be able to then reconnect and allow access to multiple accounts.
If the accounts are accessed using different log ins then unfortunately this isn’t possible with the open banking feeds. You could set the other up using a Yodlee feed?
Thanks Beth. I will have to check with them about the login, I would assume they’re both on the same one. Will follow your advice and hopefully that’ll sort it!
Hi @QFBeth, update from client. Definitely one set of login details. Followed the instructions to de-activate etc, but can’t see any options on re-activating to allow access to other accounts.
I’m not sure if it’s a system issue or a user issue and unfortunately I’ve not had to set up an open banking feed myself so I don’t have any handy screenshots - is there anything available?
Just to confirm here - your client has one login for Lloyds to access two current accounts, but only one is showing?
There’s 2 possible causes to this:
If it’s not treated like a current account by Lloyds (e.g. they see it more as a savings account), then this isn’t currently supported through Open Banking.
When you authorise Open Banking, depending on the bank (I admit, I’m not sure with Lloyds) you may need to select what accounts we’re authorised to access.
As @QFBeth pointed out above, it may be worth disconnecting Open Banking and reconnecting it, just incase the authorisation is the issue. This can be done by going to Banking >> Open Banking Feeds.
Other than that, Yodlee is the other option which is also available through the same subscription.
Yes that’s the issue. Both accounts are definitely seen as current accounts with Lloyds because we can take the Open Banking off the account that its currently set up on, and add it to the other, where it also works. We just can’t get both accounts going at once.
The client is saying that when they connect Open Banking they are not seeing an option to allow access to more than just whichever account they are connecting at the time. I wonder if this is where the issue is, but having not tried to connect an Open Banking account myself I don’t know what the screens look like to advise them on where to look…that is where I am currently stuck!
Lloyds had no idea what they were going on about (standard Lloyds answer!)
Maybe we will have no choice but to do either both through Yodlee or one through OB and one through Yodlee. Bit of pain as they have a passcode log in which obviously Yodlee can’t automate.
Have you managed to sort this now? Sorry we couldn’t be much more help - I have Santander accounts and when I have linked it I was given the choice of which accounts I wanted to allow access to once I had logged in, I could select them with a tickbox.
Unfortunately I don’t have Lloyds accounts to test it with.
Hi Beth, yes they spoke to Lloyds, who said that they can’t help because they only support Quickbooks and not Quickfile.
It seems that the only way we’re going to get this working with QF is via Yodlee, which means the client will have to keep refreshing the bank feed. They don’t want to change their login to a password only type as feel it is not as secure, which is fair enough. Given that manually refreshing the bank feed kind of defeats the purpose of having it in the first place, and that they are away a lot, it may be that reluctantly we’ll just have to move them into QB instead as then at least if there is a problem Lloyds will help.
Just to clarify here that Lloyds do offer Open Banking feeds which is what QuickFile uses. Unfortunately, it’s an issue that crops up where the front line support don’t have the correct information.
If both accounts are seen as current accounts, and you’re able to grant access to both, then I would believe something isn’t quite right here somewhere.
I’m going to send you a private message to get some information from you and see if we can investigate this further.
