Connecting HSBC Business account

Jamie_artist · ‎May 13, 2019

I, like a number of people, have been struggling connecting my HSBC business accounts to my Quickbooks Self-Employed account. Finally after many weeks I can now connect (I received an message from HSBC that my third-party permissions had now finished, and they were sorry for the inconvenience). The problem is it only connects to tell me my cash total in my HSBC account, and doesn’t import any transactions. Because of the length of time it’s taken to resolve the initial problem I’ve managed to import transactions as a .csv file up the the 1st May but the last two weeks still haven’t worked.

Why does it not automatically import the transactions from HSBC now? It kind of makes the system redundant and considering I’m now into the second month of issues and paying monthly for this to work properly I’m very disappointed.

IamjuViel · ‎May 15, 2019

Hello there, @Jamie_artist.

Let's apply the following troubleshooting steps to download the updated list of transactions.

Ensure you’re able to login to your bank’s website.
If you’re able to login successfully, kindly take note of the exact username and password you used.
Log back into your QuickBooks Self-Employed account.
Reconnect your bank account.
Manually type in your bank’s log in credentials inside QuickBooks.

For additional insights, you may check these articles:

If the issue persists, I'd recommend contacting our Customer Care Team. An agent will be able to further check on your account via secured environment.

Keep me posted if you have other questions about connecting your bank account with QuickBooks Self-Employed. I'm always here to help.

View solution in original post

ShiellaGraceA · ‎May 13, 2019

Hello there, Jamie_artist.

A banking fix takes effect after the fact. You'll want to download the past transactions manually via the .CSV file. It can import earlier data back to January 1, 2014.

Also, you can manually update your bank so you'll be able to import the recent transactions. Let me show you how:

Click Gear.
Click Bank accounts.
Click Refresh all.

Please feel free to check out these articles for your reference:

The Community is always here to help if you have any other questions. Just click the Reply button anytime.

Jamie_artist · ‎May 15, 2019

Thanks for the reply but that doesn’t solve it. Whilst it shows me the total in my account it isn’t updating the transactions and hasn’t done so since I reconnected the bank account. I’ve refreshed, I’ve connected securely but still not seeing any new transactions.

IamjuViel · ‎May 15, 2019

Hello there, @Jamie_artist.

Let's apply the following troubleshooting steps to download the updated list of transactions.

Ensure you’re able to login to your bank’s website.
If you’re able to login successfully, kindly take note of the exact username and password you used.
Log back into your QuickBooks Self-Employed account.
Reconnect your bank account.
Manually type in your bank’s log in credentials inside QuickBooks.

For additional insights, you may check these articles:

If the issue persists, I'd recommend contacting our Customer Care Team. An agent will be able to further check on your account via secured environment.

Keep me posted if you have other questions about connecting your bank account with QuickBooks Self-Employed. I'm always here to help.

Jamie_artist · ‎May 16, 2019

Thanks. I added the bank accounts again to QB which has solved the issue as it asked for my permission to allow QB to connect to HSBC online. Problem solved!

BoyceE · ‎June 19, 2019

I'm having the same issue for the last 2 days. It updates the total amount in the bank account, but the import icon is still spinning and has been for the last 40 mins. It did the same last night. How long should the import take?

JaneD · ‎June 19, 2019

Hi there, BoyceE.

Let's try some basic troubleshooting steps to get this resolved.

If you're referring to the Import transactions page that keeps spinning, try using an incognito browser to rule out the possibility webpage issues.

Here's how:

For Internet Explorer of Firefox, press Ctrl + Shift + P.
For Chrome, press Ctrl + Shift + N.
For Safari, hold down Command + Shift + N.

Then, try importing bank transactions again.

However, if you're referring to the Bank accounts page, then I suggest following the recommended steps above provided by my peer, juVielL.

Keep me posted on how it goes. I'll be here to keep helping.

vespa · ‎January 22, 2020

above advice does not apply/work with HSBC Business, which required a unique reference number to be provided by QP..:-(

Ashleigh1 · ‎January 22, 2020

Hello Vespa,

What happens when you try to connect your HSBC business account, is it saying that you have to get a unique number from QuickBooks? How are your trying to connect your HSBC account?

RavT · ‎January 25, 2020

Hello

This is the screen I get, each time I want to update the transactions on my account I need to re-enter this code. Honestly this is annoying as I don't always have my code generator with me and HSBC does not support code generation on mobile devices (for business users).

I would be great if this was added/fixed!

Many thanks!

ChristieAnn · ‎January 25, 2020

Hi there, RavT.

We are updating our bank feeds to comply with the new Open Banking regulations. As a result, your bank connection in QuickBooks will need to be updated to our new Open Banking connection.

A banner will be displayed in the QuickBooks Banking page when your bank account is ready to be updated.

Entering codes is another level of security added to the password and username combo. Some banks provide connection to QuickBooks per account type. The types may have different level of security, and not all of them are available for online banking. This depends on what your bank provides.

I suggest contacting your bank. This way, you can confirm from theme if they have no system maintenance or the code isn't expired. Also, they can verify if there's another option to remove this prompt when updating transactions on your account. Then, enter the right information outlined below when connecting your bank:

Use the same login credentials that you use to access the bank account itself.
Confirm your security answers with your bank and make sure to input them properly.
For some banks, the questions and answers need to be in the exact same order as they're listed on your bank's website.
Check on your bank's website if you're using the correct sign-in information. Once verified, re-enter it in QBSE. It might also help to use the minimum character limit allowed by your bank.

Please check this article on how to edit transaction you already reviewed: Categorise and edit transactions in QuickBooks Self-Employed.

Keep me posted if you have other concerns. I'm always here to help.

katherine123 · ‎April 11, 2020

I'm trying to connect my QB account to my HSBC business account for the first time. A 'we are unable to connect your account message. I've asked my HSBC account to connect to QB its says this may take 3 days to approve. Why is it not straight forward??

AlcaeusF · ‎April 11, 2020

Thank you for posting here in the Community, @katherine123.

I can provide clarifications about connecting your bank in QuickBooks. When adding your account through bank feeds, the approval time to connect successfully will depend on your bank.

If you need to expedite the given timeframe, it would be best to contact your bank. By doing so, we'll be able to know if you can connect with HSBC right away.

Once you're connected, I suggest checking out the following article to help a user categorize transactions: Create rules to speed up reviews in QuickBooks Self-Employed.

I appreciate you for taking the time to visit us here today, and I look forward to your response.

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