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danieltrigden-sk
Level 1

When will hsbc kinetic be compatible with quickbooks

 
Solved
Best answer June 30, 2022

Accepted Solutions
RCV
QuickBooks Team
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

Let me help you connect your bank account, danieltrigden-sk

 

I appreciate you for contacting our support and performing the recommended troubleshooting steps. The HSBC Kinetic is available on QuickBooks Online iOS and Android devices. For more information, you can check out this article: Understanding if you can connect your bank feeds to Open Banking. If you get the same result, close and restart the app. Then, refresh the app by going to your settings. There are two places to clear app data and remove cached data:

 

For the QuickBooks Online app:

  • iOS - Select the menu at the top left and then choose Help & Feedback. Then select Refresh Data and Refresh.021

 

In your Phone Settings:

  • iOS - From your phone's settings, select Settings>General>iPhone Storage. Select an app that's taking up a lot of space. To free up the storage without deleting the documents and data for the app, select Offload App. Then, power down and restart the phone. We can also uninstall and reinstall the app.

 

Once done, visit your bank's website and copy its URL. Then, paste it into the Connect an account window's search box for you to log in to your correct bank. To link your account to QuickBooks Online, just follow the steps below: 

1. Click Banking in the left panel and go to the Banking tab.

2. From the Banking page, click the Link account

3. Search for HSBC Bank and select one of the following:

4. Then, follow the on-screen instructions. 

 

I've got some articles here to help you manage and categorise bank transactions:

 

Leave a comment below if you have a follow-up question or how it goes by leaving a comment below. I’ll be here to answer them. Take care always. 

View solution in original post

22 REPLIES 22
Maybelle_S
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

I've checked our reports and the HSBC Kinetic is now available on Android devices only. For more information, check out this article: Understanding if you can connect your bank feeds to Open Banking.

 

To do so, follow the step-by-step process below in linking your account to QuickBooks Online. Here's how:

 

1. Click Banking in the left panel and go to the Banking tab.

2. From the Banking page, click the Link account

3. Search for HSBC Bank and select one of the following:

4. Then, follow the on-screen instructions. 

 

If you're still unable to link your account, I'd recommend visiting your bank's website and copy its URL. Then, paste it in the Connect an account window's search box. This will let you log in to your correct bank. Once connected, it'll automatically download your most recent transactions. To help you manage and categorise your bank transactions, see these links for your reference:

 

• Categorise and match online bank transactions in QuickBooks Online

• Add and match downloaded bank transactions [Video] 

 

I've also added some helpful articles about fixing some banking errors and other related topics:

 

Leave a comment below if you have a follow-up question or how it goes. I’ll be right here to help you. Be safe.

Furu
Level 1

When will hsbc kinetic be compatible with quickbooks

Hello, I try to do this on an Android device. However it says to continue I need to create a; 'quickbooks online company?" What is that?

RenjolynC
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

Hello there, Furu.

 

Let's get this working and have your bank connected in QuickBooks. 

 

Sometimes, unusual behaviors can be caused by an outdated application or a corrupted file cache. Please make sure to check the latest update in Play Store. Then, open your QuickBooks Online app and try to connect your bank.

 

If it still says to create an account, you'll want to clear the app's cache. This helps remove the corrupted files cache and fix these kinds of errors. 

 

Here's how:

 

  1. From your device's Settings, select Apps (varies by device).
  2. Tap the QuickBooks Online app from the list
  3. Select Storage
  4. Tap Clear Cache.

After the steps, open the app and connect your account again.

 

Here's how: 

 

  1. Tap the menu ☰ icon.
  2. Go to Settings > Bank accounts.
  3. Select the Plus (+) icon.
  4. Search for your bank by name or URL.
  5. Enter the sign-in info you use for your bank's website.
  6. When you're ready, tap Sign-in.

You can also use the web browser and connect your bank account from there. Feel free to watch the video tutorial in this article: Connect your bank feeds using Open Banking.

 

Once your account is connect, you can start categorising and matching your bank transactions in QuickBooks Online.

 

Please keep me in the loop after trying out the steps. I'll be right here to help you out some more. Have a good day ahead!

IngramLegal
Level 1

When will hsbc kinetic be compatible with quickbooks

Is an update coming for Mac?

 

Thanks

Mich_S
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

Thank you for joining the thread, @IngramLegal.

 

I'll share some information regarding HSBC Kinetic with you.

 

If you're using the QuickBooks Online version, you can follow the steps provided by @Maybelle_S

 

If you run into any problems, I recommend contacting our Customer Support team. This will allow them to investigate the situation further and provide you with the best possible solution.

 

Here's how to reach support:

  1. Log in to your QBO company.
  2. Go to Help (?).
  3. Enter the topic you require assistance with within QB Assistant. In addition, you can ask questions.
  4. Select Contact Us to speak with a live customer service representative.
  5. Select a method of communication with us: (Start a chatAsk the communityCall us)

 

 

Please note their support hours to make sure they're available to assist when you call.

 

 

I'm also adding these helpful articles to guide you in managing your bank feeds:

 

Keep us updated if you have other concerns with QuickBooks or banking-related questions. The Community is always willing to back you up. Take care!

IOWALSH
Level 1

When will hsbc kinetic be compatible with quickbooks

Hey! If I buy an old android phone and set up my HSBC kinetic feed. Will I then be able to still use my apple/mac to login to QB online and  catergorise the transactions? Or will the HSBC kinetic account not show on mac/safari?

 

thanks

GeorgiaC
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

Hi IOWALSH, thanks for joining this thread - QBO uses cloud-based software meaning the data that you upload on your account will be accessible across all devices that you sign in on. The bank connection will remain authorised for a 90-day period during which transactions will update automatically and will be visible within the banking tab. :)

IOWALSH
Level 1

When will hsbc kinetic be compatible with quickbooks

Hi Georgia,

 

thanks for getting back to me. 
so in theory I could buy a refurbished android phone on the cheap. Setup my hsbc kinetic feed with that, but then still manage my transactions on my apple desktop?
Each time I login on my apple desktop the new hsbc kinetic feed will show new transactions?

then every 90 days I can use the android handset to update the bank feed. 
until apple sort themselves out

 

Ashleigh1
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

Hi IOWALSH, yes that would work however you are unable to connect to HSBC Kinetic on any devise as it is not available currently as you can see on this list of banks that can and cannot be connected to so it would be a case of keeping an eye on the list to see when it is back available to connect to. 

IOWALSH
Level 1

When will hsbc kinetic be compatible with quickbooks

Oh, I thought from the above HSBC kinetic bank feed works when the feed is setup using Android? 

Ashleigh1
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

It was available to connect to a while ago but at the moment it currently it is not as you can see via the list. It would be a case of csv your transactions in until it becomes available to connect to again on the list. 

IOWALSH
Level 1

When will hsbc kinetic be compatible with quickbooks

Is there a time frame?

HSBC Kinetic app is able to connect to quickbooks to retrieve cash flow insights, i.e invoices etc but QB can't import transaction information via open banking.

 

Many other accounting software companies can integrate with HSBC Kinetic it seems.

GeorgiaC
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

Hi IOWALSH, we don't currently have a timescale for this, please refer to our guide which will be updated once this becomes available again - we apologise for any inconvenience caused. :folded_hands:

LP111
Level 1

When will hsbc kinetic be compatible with quickbooks

Is hsbc compatible with Quickbooks ?

 

LP111
Level 1

When will hsbc kinetic be compatible with quickbooks

Is hsbc kinetic compatible with Quickbooks ?

 

 

Ashleigh1
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

Hello LP111, HSBC Kinetic is still unavailable to connect to would have to csv your transactions in. This link shows which are compatible and which are not. 

PTS556
Level 1

When will hsbc kinetic be compatible with quickbooks

When is Kinetic going to be compatible HSBC tell me it Quickbooks fault and Quickbooks tell me it HSBC fault over 1 year and its not fixed come on

ShaunB
Moderator

When will hsbc kinetic be compatible with quickbooks

Hi everyone, 

HSBC Kinetic can now be connected on:

-  QuickBooks Online Mobile iOS and Android
-  QuickBooks Self-Employed iOS

If you use QuickBooks Self-Employed on Android, please check  Understanding if you can connect your bank feeds to Open Banking on when you can connect your bank feed.

 

Please reply if you need any help connecting HSBC Kinetic.  

 

 

IOWALSH
Level 1

When will hsbc kinetic be compatible with quickbooks

Hi Shaun,


Hope you are well? 

Tried it and It doesn’t work.
HSBC kinetic redirects you back to an Intuit url and the page never loads to finish the connection. 

MJoy_D
Moderator

When will hsbc kinetic be compatible with quickbooks

Hello, @IOWALSH.

 

We appreciate your response and following the steps above.

 

I advise contacting our customer support team if you're still having issues adding your HSBC Kinetic bank after following those instructions. They can assist you in resolving the issue by checking the account in a secure environment.

  

Here's how to reach them from the app:

 

  1. From the Menu ()tap the question mark icon at the upper-right corner of the page.
  2. Click on the Help & Support under the Help & Feedback page.
  3. Tap on Contact us under Help & Support.
  4. Type -in a short description of your concern under the What can we help you with? window, then click on Let's talk.
  5. Choose a way to connect with support.

 

Check this article for more information about the different types of support we offer and their availability: QuickBooks Online Support.

 

Let's manually upload those most recent bank transactions to QBO in the meanwhile. The transactions must be manually downloaded from the bank. Upload the file to your account after that. Here's more information about adding your transactions manually in QuickBooks Online (QBO): Manually upload transactions into QuickBooks Online.

 

After adding them, you can now match and categorise them to ensure your books are accurate and there aren't any duplicate transactions: Categorise and match online bank transactions in QuickBooks Online.

 

You can always get back to me if you have questions or other concerns about adding your bank account in QBO or anything else, by leaving a reply below. I'm always here to assist. Have a great rest of the day.

IOWALSH
Level 1

When will hsbc kinetic be compatible with quickbooks

Thanks Mary. 

 

I tried contacting support and they just sent me a link to check which bank accounts are supported and it does state "HSBC Kinetic" but yet when trying to make the connection through IOS mobile which it states to do so, it still doesn't work.

RCV
QuickBooks Team
QuickBooks Team

When will hsbc kinetic be compatible with quickbooks

Let me help you connect your bank account, danieltrigden-sk

 

I appreciate you for contacting our support and performing the recommended troubleshooting steps. The HSBC Kinetic is available on QuickBooks Online iOS and Android devices. For more information, you can check out this article: Understanding if you can connect your bank feeds to Open Banking. If you get the same result, close and restart the app. Then, refresh the app by going to your settings. There are two places to clear app data and remove cached data:

 

For the QuickBooks Online app:

  • iOS - Select the menu at the top left and then choose Help & Feedback. Then select Refresh Data and Refresh.021

 

In your Phone Settings:

  • iOS - From your phone's settings, select Settings>General>iPhone Storage. Select an app that's taking up a lot of space. To free up the storage without deleting the documents and data for the app, select Offload App. Then, power down and restart the phone. We can also uninstall and reinstall the app.

 

Once done, visit your bank's website and copy its URL. Then, paste it into the Connect an account window's search box for you to log in to your correct bank. To link your account to QuickBooks Online, just follow the steps below: 

1. Click Banking in the left panel and go to the Banking tab.

2. From the Banking page, click the Link account

3. Search for HSBC Bank and select one of the following:

4. Then, follow the on-screen instructions. 

 

I've got some articles here to help you manage and categorise bank transactions:

 

Leave a comment below if you have a follow-up question or how it goes by leaving a comment below. I’ll be here to answer them. Take care always. 

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