Hello there, @Ken4758.
I'm here to provide some insights about being unable to connect your HSBC business accounts through Open Banking in QuickBooks Online.
At this time, our engineers are still investigating the reason why HSBC account holders are unable to connect their accounts in QuickBooks Online using Open Banking.
To be notified with the current status of this issue, I recommend contacting our Customer Care Team. They will add you to the list of the affected users so you can receive an email once any updates on this matter are made available.
For now, you can manually import your bank transactions to QBO using CSV file uploads until this problem will be fixed.
Here's a link that can guide you on how to upload your bank transactions in QBO: Manually upload transactions into QuickBooks Online.
Please know that our system is updating the bank feeds to comply with new Open Banking regulations.
You can check out these articles below to learn more about this process, and see what are those financial institutions that currently supports this feature:
You can always leave a reply below if you have any other questions. I'll make sure you're all set. Have a nice day!
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Come on guys!!!
I am still unable to connect to my HSBC business account using the open banking protocol.
This needs to be fixed I don't want to continue to manually reconcile my accounts when I'm paying for a comprehensive accounts package.
Or am I missing something???
I know you really wanted to connect your account right now, Ken.
Our online banking team is still working with the bank's engineers to get this fixed. As soon as the connection becomes available, you will receive an update via email. Just be sure to contact Support, so they can link your account to the open ticket. Only them has the capacity to do this.
Right now, please consider uploading your transactions, like what Betty mentioned above. I personally like using the CSV web connect format because I have control over the mapping. This is also a better option if your bank only provides an Excel format (XLXS). You can save it as CSV (comma delimited) and use the file to upload your transactions.
Thank you for your patience.
The point is, I had no choice in moving from Desktop if I wanted the payroll package.
I appreciate I can use the csv suggestion but if you can't do something then it should not be advertised as being possible or I should be refunded for non working elements.
My journal entries are not posting when I do my payroll, not always but this month yes. This is in a separate thread. Do I want to manually enter a journal entry for each employee, 8 lines for each employee, which is the suggested workaround while your tech department works on a fix. It's a huge imposition when there are many other things for smaller company MD's to do.
I notified Support some considerable time ago and have not yet heard anything.
Hi there, Ken4758.
I can see how it would be easy to work with QuickBooks if you're able to connect your accounts using the open banking.
Our engineers are working to identify the cause and fix this as soon as possible. Since this issue still ongoing, using CSV is the best way to manually import your transaction. That being said, you can start using your online banking to records your transactions in QuickBooks.
You can click this article on how to review your downloaded transactions to avoid double entries and discrepancies once you reconcile your transactions: Categorise and match online bank transactions in QuickBooks Online.
Then, I just wanted to let you know that my colleague responded to your other post about your payroll concern.
In order to keep the conversation streamlined and provide you with the best resolution, I'll ask that you post any follow-ups there.
Just in case you haven't been notified of the new response, here's the link: https://quickbooks.intuit.com/learn-support/en-uk/employees-and-payroll/qbo-payroll-not-recording-jo....
Please check this article on how to resolve different error messages when uploading your bank transactions: Fix bank upload errors in QuickBooks Online.
You can also refer to this article to see various Open Banking errors and their meanings and how to fix them: Open Banking Connection Errors.
Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.
Having tried to get this to work many times and posted questions on several occasions I have been successful.
I removed my HSBC account from QBO completely and started afresh.
I have HSBC Business banking so it took several attempts to get the correct banking credentials. The selection in the front page windows were not right. I searched in the end and even then there were several options but I persevered and got there in the end.
Kend4758, are you able to share how you managed to be successful linking an HSBC business account? There are no HSBC options in the current menu. Did you use an alternative?
Thank you for joining the thread, @jamesbrittain. I'll take care of your query about connecting an HSBC Business account in QuickBooks Online (QBO).
As my peers stated above, it's best to manually upload bank transactions at this time. In case you missed it, here's the link for the article: Manually upload transactions into QuickBooks Online. It's a detailed guide on how you can download transactions from your online bank's page, then import them to QBO.
Alternatively, you can also follow these steps to update your HSBC Business account to Open Banking:
Check out this article for additional details on this process: Connect your HSBC Business Current, Savings accounts and Credit Cards in QuickBooks. It includes the steps on how you can reconnect an HSBC Business account to QBO.
Post a reply in the comments below if you have other questions about open banking in QBO. I'll be sure to take care of it. Have a pleasant day!