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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
specialistsupple
Level 2

Do you experience bank feed update problems with hsbc in the uk?

bank feed update were working fine until a few months ago. Now updates are not pulling in all transactions. I called HSBC and they cant help. Tried different browsers etc. My CCard is now disconnected on HSBC even though shows as connected on QBooks.
7 REPLIES 7
specialistsupple
Level 2

Do you experience bank feed update problems with hsbc in the uk?

I forgot to mention - when I export the transactions from HSBC as a csv file or the other format ie OFX, and I try to Import them into QBooks, it states wrong format for both files.
I cant import anything.

 

I will upload the images here showing my accounts connected but not updating.

specialistsupple
Level 2

Do you experience bank feed update problems with hsbc in the uk?

This is the 2nd image. Cant upload more than 1 image at a time??

Kristine Mae
Moderator

Do you experience bank feed update problems with hsbc in the uk?

I've checked the screenshots you've provided, Specialistsupple. I'll help you download the bank transactions

 

Although, I'd like to know more about this. Did you encounter any specific error messages? This way, I can check if there's an on-going investigation about HSBC bank. 

 

In the meantime, we can try to update the bank account in QuickBooks Online. This is to refresh the connection between our program and your bank. Here's how:

  1. Click Banking, then go to the Banking tab.
  2. Select the account, then click the Update button. 

I'll add an article on what you can do if bank transactions won’t download or there's a bank error

 

Regarding the CSV file error, it occurs if the file format isn't compatible with our program. I'll share the formatting restrictions:

  • 0's are not allowed anywhere in the file, e.g $0 should be left blank
  • $ symbols are not allowed, e.g $500 should be 500
  • Commas for thousands are not allowed, e.g 3,456 should be 3456
  • Correct any transactions with the amount showing in the description column
  • Other special characters such as #, %, and & are not allowed.
  • Remove the word “amount" if it appears in the credit or debit column
  • Correct and standardize the date format to a single format i.e. dd/mm/yyyy

Let's ensure the file format is correct, so you can import the transactions using Excel CSV files.

 

Please keep in touch if you need more help with this. You can also tag me and I'll personally reply to you. 

 

specialistsupple
Level 2

Do you experience bank feed update problems with hsbc in the uk?

I just cant get the bank feed to pull in transactions from HSBC and think the best option is to disconnect all my bank account feeds and start again.

 

Can someone please send me a link to a page instructing how I receive the code from QBooks which has to be added into the HSBC bank feed setup page.

GeorgiaC
QuickBooks Team

Do you experience bank feed update problems with hsbc in the uk?

Hi specialistsupple,

 

The code requested relates to a OTP code - these are usually generated from a mobile or hand-held pincentry device. 

 

Do you use either of there when logging into your online bank directly through their website? 


Thanks

specialistsupple
Level 2

Do you experience bank feed update problems with hsbc in the uk?

Hi,

I have tried that and even though it says the account updated, the transactions dont show in QB (mentioned above).
I mean this code for HSBC.

I want to disconnect all account feeds and start again but need this code from QBO.

EmmaM
QuickBooks Team

Do you experience bank feed update problems with hsbc in the uk?

Hello specialistsupple

 

If you want to disconnect the bank feeds you can do this without the code.You would need to click on the pencil icon in the banking section where it has in QuickBooks balance and bank balance >select edit account info >then tick in the tick box where it has disconnect account on save then save and close.

 

If that does not work and you still do not get any transactions through let us know and we will escalate this issue with our banking team

 

Emma

 

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