Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
I forgot to mention - when I export the transactions from HSBC as a csv file or the other format ie OFX, and I try to Import them into QBooks, it states wrong format for both files.
I cant import anything.
I will upload the images here showing my accounts connected but not updating.
I've checked the screenshots you've provided, Specialistsupple. I'll help you download the bank transactions
Although, I'd like to know more about this. Did you encounter any specific error messages? This way, I can check if there's an on-going investigation about HSBC bank.
In the meantime, we can try to update the bank account in QuickBooks Online. This is to refresh the connection between our program and your bank. Here's how:
I'll add an article on what you can do if bank transactions won’t download or there's a bank error.
Regarding the CSV file error, it occurs if the file format isn't compatible with our program. I'll share the formatting restrictions:
Let's ensure the file format is correct, so you can import the transactions using Excel CSV files.
Please keep in touch if you need more help with this. You can also tag me and I'll personally reply to you.
I just cant get the bank feed to pull in transactions from HSBC and think the best option is to disconnect all my bank account feeds and start again.
Can someone please send me a link to a page instructing how I receive the code from QBooks which has to be added into the HSBC bank feed setup page.
Hi specialistsupple,
The code requested relates to a OTP code - these are usually generated from a mobile or hand-held pincentry device.
Do you use either of there when logging into your online bank directly through their website?
Thanks
Hello specialistsupple
If you want to disconnect the bank feeds you can do this without the code.You would need to click on the pencil icon in the banking section where it has in QuickBooks balance and bank balance >select edit account info >then tick in the tick box where it has disconnect account on save then save and close.
If that does not work and you still do not get any transactions through let us know and we will escalate this issue with our banking team
Emma
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.