Question

Open banking with HSBC - unable to proceed

Forum|Forum|6 years ago
March 30, 2020
28 replies
78 views

Hi

I am trying to set up an open banking feed with HSBC but after the stage where I agree to Quickbooks accessing my HSBC data the system just stalls - its obviously trying to connect to HSBC but cannot get through. I called HSBC in case I needed to do something at that end but they were completely unfamiliar with the process. Can anyone help? I haven't been able to manage my transactions for at least 6 weeks.

Thanks Denise

QuickBooks Self-Employed

IamjuViel

Level 8

Hello, @DottyR.

Let's perform the following troubleshooting steps so you'd be able to connect your bank with QuickBooks.

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 login credentials inside QuickBooks.

You can read through these articles for more detailed instructions:

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

D

DottyRAuthor

Thanks for the reply. When I select HSBC from the list of banks and consent/agree to sharing of data, I just stall at the next stage – the site is trying to connect to partnerauth.platform.intuit.com but it just freezes. I can’t find anywhere to manually enter my details.

A

Ashleigh1

Level 14

Hello DottyR,

Are you able to use a non-apple device to connect your bank in Quickbooks?

D

DottyRAuthor

Thanks for getting back to me - I only use apple devices. Is there any way around this?

R

Rightclean

I have been trying to update my HSBC Bank and it keeps failing. This has been happening for around 3 weeks. This is extremely frustrating as I am currently finishing off my year accounts but need this update to be able to complete. When will this be fixed. I am not sure how to do the work around that I have read on this link previously.

R

rgh

Hi Rightclean, I just want to say that I have contacted both HSBC and QB again today and neither of whom seem able to offer any timescales around when this open banking issue will be fixed. If I had a problem with a customer and could offer them no approximate timescales for when it would be sorted I wouldn't have any customers left. In situations when businesses need to really keep a close eye on cash flow this really isn't good enough is it, when Open Banking feeds from QB to other banks appear to be working perfectly.

G

Gareth Bouch

Hi all,

I'm surprised that the QB Team hasn't mentioned this sooner, but you can now connect both your credit card and your main debit account for HSBC. For the moment you can *only* connect your "Business A/C" using the Quickbooks Online website. If you want to connect your "Commercial Card" (Credit Card) you must do it using the App instead.

I've just tested this out on an Android phone and can confirm it works. Hopefully we can do this via the website soon, but until then please download the QuickBooks App and do it there.

I am unable to 'reconnect' my HSBC account.

First I get this message...

"This account stopped syncing because there's a new way to connect it.

To fix this, go to the bank or account site in the window we open. Sign in, then return here. (350)"

Then if I click on the button I get a popup which asks me to input my (HSBC Business) username and press a NEXT button.

If I do this nothing happens. The username disappears and there is no progress to another page/screen.

Absolutely appalling.

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