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Experienced Member

HSBC bank feed for desktop premier 2019

I recently upgraded from premier 2013 to premier 2019 and I would like to start using the bank feed. I bank with HSBC but I am having problems linking up to QuickBooks. Most the help I can find is focused more to QuickBooks online and not desktop.

 

Can someone please tell me what I need to do. Thanks

1 REPLY 1
QuickBooks Team

Re: HSBC bank feed for desktop premier 2019

It's great that you have upgraded to QuickBooks Premier 2019, HM2019.

 

When using the Bank Feeds feature, make sure your bank supports online services for QuickBooks. Here's how we can verify if your bank is in the list of financial institutions that supports online services:

  1. Click Banking at the top menu and select Bank Feeds.
  2. Choose Participating Financial Institutions.
  3. Look for your bank under Financial Institution Directory.

Once we verify this information, we can already start setting up your account for Bank Feeds:

  1. Click Banking at the top menu and select Bank Feeds.
  2. Choose Set Up Bank Feeds for an Account.
  3. Enter the name of you bank and link your account to QuickBooks.

You can also check out this article to know more about Bank Feeds: Get Started with Bank Feeds for QuickBooks Desktop.

 

If you happen to encounter an error while connecting your bank to QuickBooks, additional details about this would be much appreciated. Thanks in advance.