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booth_jm
Level 1

I’ve not been able to connect with HSBC for quite a while now. Is anyone else having a problem with this?

 
1 REPLY 1
ChristieAnn
QuickBooks Team

I’ve not been able to connect with HSBC for quite a while now. Is anyone else having a problem with this?

Hi there, booth_jm.

 

There are a few reasons for unexpected banking issues in QuickBooks Online. Please check the list below.

 

  • The bank recently made some changes with their security feature or connection.
  • Log in credentials set up in QBO doesn't match with the online banking login.
  • QuickBooks Online is unable to connect to your bank's website.

 

Since you're not been able to connect with HSBC for quite a while now, I suggest clicking the Update button. This way, you're able to refresh the connection of the bank to see the latest transactions.

 

Here's how:

 

1. Click Banking at the left panel. Then the Banking section.

2. Click to highlight the account you're updating, then hit the Update button.

 

If the issue persists, I recommend checking your bank's website. There may be an issue on their end and it loses connection with QBO every time there are updates.

 

  1. Go to the Banking tab.
  2. Select on Add Account.
  3. Search for your bank and click it.
  4. Select the URL listed in the window.
  5. Sign in using your bank website username and password.
  6. Check your account page for messages, notifications, or alerts. Any display or login issues on the bank’s end can block downloads.
  7. Also, check your bank’s website for any new security requirements. Even something as simple as updating your bank password can block QuickBooks.
  8. If everything looks good, go back to the Banking tab in QuickBooks.
  9. Select the blue tile for the bank account.
  10. Hit Update.

 

If the problem continues to occur, you'll need to manually import those transactions that have not connected in QuickBooks. You can click this article on how to see the steps: Manually upload transactions into QuickBooks Online. After that, transactions that are missing will add to your Online banking.

 

Please also check this article on how to review your bank and credit card transactions after you download them into QBO: Categorise and match online bank transactions in QuickBooks Online. This will help to avoid double entries in your transactions.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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