My bank transactions haven't been updating since the 22/01/2020. I've tried refreshing the account and re entering my login number. Quickbooks will show how much is in the account just not the new transactions.
Hi there, @josh94.
Let's manually update your bank account by toggling the Refresh all button for a couple of times. Let me guide you how.
In your QuickBooks Self-Employed (QBSE):
In case you need to edit a categorize transactions in your QBSE account. You can always check this article for the details: Categorize and edit transactions in QuickBooks Self-Employed.
Please let us know in the comment section below if you have other questions or concerns with your QBSE account. I'd be glad to help you anytime. Take care!
I've checked from our records and found a new ongoing investigation about the QuickBooks Self-Employed (QBSE) UK Error: HSBC connected accounts not pulling new transactions. Our engineers are now working together with your bank to fix the problem as quickly as possible.
At this time, I encourage reaching out to our QuickBooks Online Support Team so you'll be added to the lists of affected users in this investigation (INV-42933) and automatically receive email notification of the latest updates. To contact support, tap on Contact us from the Help menu.
I appreciate your patience as we continue to find a resolution to the problem. In case you have any other questions, just leave a comment below. I'm always here to help. Have a good day!
Experiencing this Online banking issue for a long period can be a real pain, josh94.
This is still an ongoing issue where HSBC bank transactions do not update after entering OTP. Our product engineers are working together for the permanent fix.
In the meantime, you can import your bank transactions using a .CSV (comma-separated values) file. Just follow the steps and details in this article: Import transactions from other sources.
Then, please contact our Customer Support Team. They'll pull up your account in a secure environment and add you to the list of affected users. You can check out this article to reach out to them: Contact QuickBooks Self-Employed Support.
I've got a link here that provides you with articles about managing your bank feeds: https://quickbooks.intuit.com/learn-support/en-us/banking/07?product=QuickBooks%20Self-Employed.
We appreciate your patience in this matter. I'll also keep an eye on the issue and will get back to you if there's an update.
Are you receiving any type of error message or code? We would be grateful if you can DM us on Twitter or PM us on Facebook, quoting your Community user name Neil1972, with the email address associated with your QuickBooks account to enable us to assist you further.
I'm having the same problem.
I've tried importing a CSV file, but for some reason, even though the file contains my transactions for March the only ones that appear when I upload it are for January and February.
I'd just like to add that I (and do no doubt many others) are currently waiting to here what financial support the government is going to offer self employed people during the corona crisis. I don't know how this support will be assessed, but being unable to provide up to date books for my business is seriously adding to my stress.
I've done some research into this for you, and am finding that the investigation is still ongoing. Our engineers are working to get this back to functioning normally. While we're actively taking steps to permanently resolve this, I recommend contacting our QuickBooks Self-Employed Support Team so that they can add you to the ongoing research case. You can provide them with the investigation number INV-42933.
As for the transactions that you're having trouble importing, it's possible the CSV file might not be configured properly to import the data from March. You can verify with your bank that it's configured correctly. Once you've confirmed with your bank that the configuration is correct, I recommend trying to import the ones for March again, here are the steps for importing a CSV file:
1. Go to the Settings icon and select the option for Imports.
2. Pick the account to add the transactions to.
3. Hit Browse and find the file, then click on Open to initiate the process.
4. Look over the column headers and data, confirming that the Date, Description, and Amount sections match the order in QuickBooks.
5. Select Continue to finish.
Also, here's a helpful article, it provides further detail about this: Add older transactions to Self-Employed
I'll still be here to provide assistance and answer any questions you might have, so don't hesitate to reach out.