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booth_jm
Level 1

Can’t connect my HSBC account.

 
5 REPLIES 5
SarahannC
Moderator

Can’t connect my HSBC account.

Hello there, booth_jm.

 

Are you receiving a specific error message when connecting your HSBC account? If yes, it would be best to provide it here. This way, I can share with you the right information and resolution.
 

In the meantime, let's perform a few manual updates to refresh the connection between your bank and QuickBooks Online. Here's how:

 

  1. On the left navigation menu, click Banking.
  2. Within the Banking tab, select the respective Bank.
  3. Hit Update in the upper right. QuickBooks begins updating your account.
  4. You can do this 2 or 3 times during non=peak hours.

 

If still not working, you can manually upload the bank transactions using the CSV file to continue bringing them to QuickBooks. First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click the Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

Let me know if you have other questions. I'm right here to assist you anytime. Stay safe!

booth_jm
Level 1

Can’t connect my HSBC account.

Hi, 

 

The error code is 571. Does it matter if I’m doing this from a laptop or a tablet/phone? Can’t wait to get this issue resolved as it’s been going on for 18 months now. 

thanks 

IamjuViel
QuickBooks Team

Can’t connect my HSBC account.

Let me share additional information to help you connect your bank, @booth_jm.

 

The error 571 occurs when you have either closed the consent page while connecting to Open Banking in QuickBooks. Also, you may have enable the pop-up blockers on your browser. This may occur in any device you use in connecting your bank.

 

You'd want to disable the pop-up blockers on your browser. Once done, try to connect again. Additionally, please refresh the page to allow for the consent page to fully load. For more information about this, check out this link: Open Banking connection errors.

 

Once the problem solves, you're now ready to review and match the transaction. Refer to this article for the step-by-step process: Categorise and match online bank transactions in QuickBooks Online.

 

You can drop your comment below for follow-up inquiries or other banking concerns in QuickBooks Self-Employed. I'm just around to help.  

booth_jm
Level 1

Can’t connect my HSBC account.

Is there any way yourself or one of your team could resolve this issue for me? I am not great on computers and this has been going on for 18 months now. 

thanks. 

MariaSoledadG
QuickBooks Team

Can’t connect my HSBC account.

I wish I could make it better, booth_jm.

 

Ideally, reconnecting or re-authenticating your HSBC bank will resolve the issue. If you're still getting the error, I suggest contacting our support team so they'll be able to escalate this issue to the usual channels. This way, you'll be added to the affected list of users. They also have the tools to pull up your account in a secure environment which we're unable to do it here in the Community. To reach them, you can follow the steps provided below:

  1. Select the Help menu.
  2. In the Assistant window, enter Talk to a human.
  3. Enter your brief concern in the field.
  4. Type in/click I still need a human until you see the Get help from a human option.
  5. Choose a way to connect with our support.

Once you'll be able to connect your bank, you can add and match bank transactions. For you to be guided, please read this article: Categorise and match online bank transactions in QuickBooks Online.

 

Fill me in if there's anything else that you need help in connecting your account. I'll always make sure to assist you in any way. Have a nice day!

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