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DottyR
Mar 30, 2020 2:05 PM UTC
Question

Open banking with HSBC - unable to proceed

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 

    28 replies

    IamjuViel
    IamjuViel
    Level 8
    Mar 30, 2020 7:17 PM UTC

    Hello, @DottyR.

     

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

    1. Ensure you’re able to login to your bank’s website.
    2. If you’re able to login successfully, kindly take note of the exact username and password you used.
    3. Log back into your QuickBooks Self-Employed account.
    4. Reconnect your bank account.
    5. 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.

    DottyRAuthor
    Mar 31, 2020 8:38 AM UTC

    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.

    Ashleigh1
    Level 14
    Mar 31, 2020 9:11 AM UTC

    Hello DottyR, 

     

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

    DottyRAuthor
    Mar 31, 2020 9:32 AM UTC

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

    Rightclean
    May 4, 2020 7:46 PM UTC

    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.

    rgh
    May 19, 2020 4:34 PM UTC

    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.

    Ashleigh1
    Level 14
    Nov 5, 2020 10:28 AM UTC

    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.


    Hello Gareth Bouch, 

     

    Thanks for commenting on this thread, 

     

    Can you send us a screenshot of this whole page of error your getting please, so we can assist you with resolving this error? 

     

    Thanks 

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