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Thanks for posting in the Community, @Andy_sheff.
There are times that the browser is full of frequently accessed page resources, causing some unusual responses. To isolate this, try logging into your QuickBooks Online (QBO) account using a private browser (incognito).
Here's how:
Once signed in, go back to the Banking page and update the transactions again to double-check.
If it works, return to your default browser and perform a clear cache. Every so often the cache becomes overwhelmed with older data which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with a clean slate. However, if the issue persists, try using other supported browsers.
Please click the Reply button below if you have any other issues or concerns. I'm more than willing to assist. Have an amazing day!
Hello again, @Andy_sheff.
Thanks for following the resolution provided by my colleague and adding a screenshot about the issue. This gives me a clearer picture of what’s happening to your bank connection.
May I know the name of your financial institution? This is to check if it’s similar to the reported issue our engineers are currently working on.
While waiting for the information, let’s update the DNS settings resolver on your MAC. Here’s how:
If none of these suggestions work and Halifax is the bank you’re working on, I recommend contacting our QBO Care Team. One of our support agents will collect personal information to verify your account and then add the company to the list of affected users.
You’ll be notified via email once there’s progress about the issue and the permanent solution is available. Here’s how to reach them:
For future reference, you can bookmark the Open Banking Connection Errors article. It provides a complete list of online banking errors as well as instructions on how to resolve them.
Reach out to me if you have any other concerns or questions. I’ll be right here to answer them for you. Have a good one.
Hi thanks for the info, it's HSBC I am trying to connect to. The above didn't make any difference as this problem occurs on 3 different devices I have tried on.
Andy
Thank you for the additional information, @Andy_sheff.
Since the above steps don't work on your end, I encourage reaching out to our Support Team so a representative can check and investigate this further. To contact support, follow the steps provided by Rasa-LilaM or check this link: Help articles.
Post again if you have any other questions. I'm a post away to help. Have a good day ahead!
Im sorry but I'm not getting anywhere here, I tried to contact support before coming here but I couldn't, and still can't
Hello, Andy_sheff.
I hope you're doing well today. I'd like to add and clarify something about what my colleague posted.
We have a reported issue with HSBC regarding the 90-day reauthentication. Our engineers are currently working for a resolution.
They'll send you an update once a fix is released. In the meantime, you'll want to download your HSBC bank transactions then upload them to QuickBooks Online. You can check this article for the steps.
When you're done, you can use this direct link to chat with us. Our agents will add you to the list of affected users. Enter your details, then add "INV-44117 - Cannot connect my HSBC bank" in the last box.
Looking at your screenshot, it looks like the old Contact Us portal. Aside from the direct link, you can use your phone's web browser and log in to your company. Here's how:
You can also do this with the mobile app.
After uploading your transactions and contacting us, you can start categorising your bank transactions. Here's an article for more details: Categorise and match online bank transactions in QuickBooks Online.
We appreciate your patience while we straighten this issue out. You can jump back in to the Community space if you have other questions.
just to update this, I appreciate your response but my bank statement downloads are pdf files, and guess what, quickbooks doesn't accept pdf files. I need to do my banking on quick books and this is driving me up the wall. please provide me with a solution here!
Andy
Hello Andy_Sheff,
You will have to convert the pdf file into a CSV file before being able to import your transactions into Quickbooks.
So when you download your statement from the bank and it goes into a PFD, re-save it as a CSV before then trying to import it into your Quickbooks account.
Hello,
You cannot simply re save as a CSV without paying for specialist file converting software.
Andy
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.