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carlene3
Level 1

Hi I cant connect my Sole trader account to HSBC kinect? Anyone having issues?

 
1 REPLY 1
AntoniettaE
QuickBooks Team

Hi I cant connect my Sole trader account to HSBC kinect? Anyone having issues?

Welcome to the Community, Carlene. You can seamlessly link your HSBC Kinetic account using the QuickBooks mobile app. I’m here to guide you through the process.

 

Beforehand, may I know what specific errors you've encountered in connecting your account? You can also share screenshots so we can have a clearer understanding of your end. Any additional information would be much appreciated.

 

You can use the QuickBooks mobile app to connect your account. This mobile-to-mobile connection allows you to link and manage your bank directly through the app. 
 
Here’s how you can connect your bank on an iPhone or iPad (iOS)

  1. Click the profile icon.
  2. Choose Settings and then Bank accounts.
  3. Select the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. When you're ready, click Sign-in.

Here’s how you can connect your bank on a phone or tablet with Android:

 

  1. Click the menu ☰ icon.
  2. Select Settings and then Bank accounts.
  3. Hit the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. When you're ready, select Sign-in.

 

You can check out this article for the detailed steps on how to connect your bank.

 

Additionally, I'll add this article to ensure everything is accurately organized: Categorise online bank transactions in QuickBooks Online.

 

By linking your account, you’ll gain real-time financial updates, making financial management more efficient and precise. You can also create a new discussion here in the Community space for assistance.

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