Thanks for sharing your concern with us, adrian-foster.
I recommend logging in to your bank's website to check if there are maintenance updates. If there are any changes, you'll need to disconnect your bank account from QuickBooks. Then, you can add it again, like a new bank account.
Here's how to disconnect your bank:
- Go to the Banking menu and then select Banking.
- Choose the HSBC bank account.
- Click the Pencil icon on the blue tile.
- Select Edit account info.
- Place a checkmark in the Disconnect account on save box.
- Click on Save and Close.
Here are the steps to reconnect the account:
- Click Add account.
- Search for HSBC.
- Choose HSBC Bank (UK) - Business Banking - Other Accounts.
- Click Continue and follow the on-screen instructions.
Aside from that, you can also manually upload the bank transactions to bring them into QuickBooks. I'll guide you how:
To download transactions from your financial institution:
- Log into your bank’s website.
- Follow the steps to download your transactions using an acceptable file format.
- Set the date range.
- Follow any on-screen instructions to finish the download.
- Reformat the file if necessary.
- Save the file to your computer.
After that, you can upload the file to QuickBooks. In your left navigation pane, go to Banking and then select Upload transactions.
For detailed instructions, see the second to fifth steps through this article: Manually Upload Transactions into QuickBooks Online.
Once downloaded, you can edit and categorise your transactions in the For Review tab. It helps you ensure your financial records are accurate. For more information, I encourage you to check out this article: Categorise and match Online Bank Transactions.
Keep us updated by clicking the Reply button if you have other banking concerns. Doing so helps us to provide accurate solutions.
