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g-slater637-btin
Level 1

Does the HSBC Kinetic app work with QB yet??

 
1 REPLY 1
GlinetteC
Moderator

Does the HSBC Kinetic app work with QB yet??

Yes, connecting the HSBC Kinetic already works with QuickBooks Online, g-slater637-btin.

 

Let me walk you through the steps:

 

  1. Select the profile icon and then Bank accounts.
  2. In the search box, enter the name or URL of your bank. Then select Continue. If you've already connected an account before, select Connect another.
  3. Enter the sign-in info you use for your bank's website.
  4. When you’re ready, select Connect.

 

You can check the following article for more information about connecting bank accounts in QuickBooks Online: Connect bank and credit card accounts in QBO.

 

If you can't connect the HSBC Kinetic, you can manually upload your transactions via CSV file. Before doing the process, ensure that you have the correct format. Here's an article as your guide: Format CSV files in Excel to get bank transactions into QuickBooks.
 

Here's how to manually upload transactions:

 

  1. Sign in to your Bank’s website and download the transactions as a CSV file from there.
  2. In QuickBooks Online, go to the Banking menu. Then, tap Upload transactions.
  3. Click Browse and find the file you downloaded from your bank
  4. Select the file and click Open to start the import.
  5. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. 
  6. Then click Continue to complete the import.

 

Then, you can categorize and match them from your register.

 

You can always post again in the Community if you have other questions while doing a task in QBO.

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