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Re: HSBC bank set up

Hi BettyJaneB,

 

Thank you for your prompt response and assistance.  I have followed all instructions to letter, have used XERO before with HSBC  but didn't have issues.  I have used incognito mode and flushed cookies just in case.

 

The main thing is that the bank/quickbooks asks for security pin, and normal login details which I put in, however in the first stage it goes through then I select which bank accounts I want to include, and it also asks me how far I would like the transactions to go.  Once that is set, it communicates with HSBC and asks for security pin again, which I provide, but instead of downloading all the transactions, it shoots out an error.  Now what I have tried is getting the accounts to update once in the system (only balance showing) but then it shows that there's an update error, please fix.  So again, try to connect, put in security pin, and says there an error, try again later.

I have then gone into the chart of accounts to delete the bank accounts and start again, only to find the same issues.

Tried deleting the file once again, but now found that there was a different error so before even allowing me to select which accounts to incorporate it has an error.

Now having said that, I am in the USA meanwhile trying to sort all this out, so when having an error thought it might be the bank rejecting IP so I used a VPN to the UK and change system time accordingly but this made no difference.

 

Your assistance would be much appreciated.

 

Thanks

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Re: HSBC bank set up

Just an update...

 

I have gone into the banking and found an option with HSBC to manage feeds - which was not an option before for some reason.  Anyway, it asked for a code for Quickbooks - didn't have one but made one up.  I had 6 accounts to choose from, however on the bank feed setup it only gave me the option for 4 - so I guess 2 of the accounts cannot feed into Quickbooks.  

 

Now after setting that up, I deleted the accounts and restarted, and this time it connected without error, however it didn't download any transactions.  I think this is because HSBC said that it may take 3 business days to start providing feeds.  Annoying!  So now I will wait 3 days and see if I can download all transactions for the last 2 years which is the maximum it provides.

 

Then I will add credit card which feed is not provided, and will manually upload those transactions.

So in 3 days should be good to go fingers crossed.

However this has brought up the question in my mind, that if I don't like how things perform with the online version of quickbooks, I don't see the option to export to a desktop version which is a bit disconcerting.  I do see export to excel, but that would be a disaster to commit to a platform and absolutely unable to move from it.

 

Your feedback would be much appreciated.

QuickBooks Team

Re: HSBC bank set up

Thank you for updating us, Samurai.

 

It’s good to know that you were able to connect your HSBC account. We’ll just wait for the allotted period to download your transactions.


About exporting your file, you can find a third-party software that offers this service. Just click the Apps menu on the left-hand side of the Dashboard, or access the Apps center using a browser, and change the flag to the UK to get the list of apps for your region. Then, search for something like data exporter or just exporter.


Alternatively, you can export your lists to QuickBooks Desktop, then use an app to export your transactions.

 

You can always go back to this thread if you have other questions.

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Re: HSBC bank set up

When is the HSBC Feed problem going to be fixed. It has been over 3 weeks now. It is clear form the CSV downloads that they do not match as I have to manually change each file before uploading it. Seems a simple fix but it still does not work

 

The downloads have the wrong date format, a balance and an extra a column

QuickBooks Team

Re: HSBC bank set up

Hi dave-s

 

What is the banking issue you are experiencing?

 

The only columns you need in the Excel/CSV are date, which you can correct/edit to the correct format, description and debits and credits, you can use one column for debits and credits if the debits are entered as a minus figure. You can delete the balance column and the extra column, save it and upload it to QuickBooks.

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Re: HSBC bank set up

Hi

 

This was reported three weeks ago. My HSBC bank connection will log in but will not download the transactions. I spoke to online advisors  but it never been resolved

 

 

QuickBooks Team

Re: HSBC bank set up


Hi dave-s

 

We would be grateful if you can PM us on FaceBook or DM us on Twitter with the email address associated with your QuickBooks account to enable us to investigate the progress of your case.

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Re: HSBC bank set up

im having been using quickbooks self employed for nearly 2 years without a real glitch. the other day it just decided not to sync with hsbc. Reading through the help pages and trying to fix myself in ended up deleting the accounts with the thought of starting from scratch. now i have lost all transactions i have ever input reciepts are gone totaling thousands of pounds of income and deductions. quickbooks help email is usless they kep telling me to do the same thing which isnt working and also that none of my reciepts i took photos of are backed up. the problem as i see it is quickbooks is asking for a hsbc securuty code to login in. this security code is gernerated by the hsbc app and is unique everytime you generate a new one so obviously when quickbooks is trying to use it it is out of date. the help email is useless and takes ages. is there not a phone number that i can call to work through this. i refuse to pay for the privalige of talking to someone when its not my fault and im already paying monthly for a subscription to this service.

QuickBooks Team

Re: HSBC bank set up

Hello bbswedge,

 

I apologise for the problems you are experiencing with the HSBC account. On the Self-Employed product, when you disconnect the bank account this will remove all of the transactions which had been posted on the account. So we can look into getting those transactions recovered for you, please send the email address associated with your account in a private message.

 

When connecting or updating your HSBC bank account through QuickBooks, you will be given the option to enter the one time passcode from your pincentry device or mobile which changes each time, and is not stored in the system meaning this does not expire. Do you receive an error code when trying to re-connect the account? 

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Re: HSBC bank set up

Ok just an update, seems that the wait is over, and the transactions are not being downloaded.  Now it was having errors connecting to the bank, asked for additional security steps which prompted me to put in pinsentry code.  Then it says something went wrong please try again in a few hours as unexpected problem.  Error 6300.  I tried deleting the accounts as well and starting from scratch, still a pain!

 

Not getting anywhere fast unfortunately.  Will need help with this.  I will play around more today to see if I can avoid manual entry (which defeats the purpose of all this.).

 

Thanks

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Re: HSBC bank set up

I am now having that same issue with HSBC business banking in the UK. It previously worked fine, now I have the same problem as you describe. 

It's one of the main reasons I subscribed to quickbooks so if they can't resolve I will surely be looking elsewhere. I could use a pen and paper more efficiently at the moment! 

Moderator

Re: HSBC bank set up

Hi, Sidwills.

Helping you connect your HSBC business account is my priority. Let's get this working for you.

 

So far, we haven't received similar issues reported with HSBC bank account. As an initial troubleshooting step, let's perform a few manual updates.

 

Here's how:

 

  1. On the left navigation menu, click on Banking.
  2. Go to Bank Feeds.
  3. Click on Update in the upper right. QuickBooks begins updating your account.

If you're still unable to connect your bank, you can bring in the transactions into QuickBooks Online via WebConnect feature. You can check this article for detailed steps and instruction: Manually upload transactions into QuickBooks Online.

 

Here are additional references that might be helpful for future use:

 

For account-related discussion, feel free to reach out to our QuickBooks Support. Here's how:

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Let me know how it goes by leaving a reply below so I can look further into this. I want to make sure you're connected. Have a good one.

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Re: HSBC bank set up

Hi 

I have also tried to link up my HSBC Business account and it isn't working or accepting the pin sentry code and keeps saying try again and that the bank will send me a code but that doesn't happen.

I'm paying a lot of money for this service and will also have to go to another digital provider if it isn't sorted soon. 

Can you please advise!

Teresa

Moderator

Re: HSBC bank set up

Hi Teresa17,

 

Your bank login credentials contain an ever-changing code that's required to access the account.

 

Only you can access the PINsentry code. In this case, I recommend contacting the Financial Institution and ask for a code specific to your account. Once done, enter it in QuickBooks Online (QBO) when connecting your bank.

 

If you're getting any error codes, refer to this article that will help fix them: Manually update an account to fix banking errors.

 

Let me share this link where you can learn more and get detailed steps for categorising transactions.

 

Please update me how it goes by leaving a comment below. I'll be here to keep helping. Have a great day.

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Re: HSBC bank set up

I've been in contact with quick books for a couple of weeks now trying to sort my HSBC bank connection and like all of the previous customers none of the advice given has solved the problems. I am taken on a lconstant loop from the bank to identifying traffic lights and fire hydrants and back again. I have now downloaded "free agent" and will transfer my business across to their portal.

Moderator

Re: HSBC bank set up

Hello PJ UK,

 

I appreciate you for posting here in the Community.

 

I've checked here and I haven't found any open investigation specific to connecting the HSBC bank. If you've already tried all the troubleshooting steps from the thread, I recommend contacting our QuickBooks Support Specialists.

 

Since we have limited access in this public forum, one of the will be able to take over and perform an escalation whenever needed. Here's how you can reach them:

 

  1. Log into your QuickBooks account.
  2. Click the Help option in the upper-right corner.
  3. Click the Contact us hyperlink.

For future reference into how you can contact support, I recommend bookmarking this article:

 

Contact the QuickBooks Online Customer Support team.

 

Please keep in touch with me here on how the bank connection goes. I'm always up to lend a hand.

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Re: HSBC bank set up

Thanks but I've finally solved it myself. 

1. Log on via something other then your mobile.

2. Select change user name.

3. You will be prompted for a security code.

4. Via hsbc mobile app select generate code.

5. Select authentication code.

6. Input into the online site.

7. Go to quick books and the bank details .

8. Input your new details. 

9. Generate a secure code via the app and you should be connected.

10. If you are have a beer, if your not have two.

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Re: HSBC bank set up

Hey PJ,

 

Thanks for working this out for all of us! I'm having the same issue not being able to connect even though it worked perfectly fine before. 

 

I can't seem to find the change username option? Are you using the browser version of Quickbooks?

 

Thanks for your help!

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Re: HSBC bank set up

Figured it out! It was just the case of using the banking app to generate the code rather than the secure keypad thing they provide. Thanks for the tip PJ.