How do I set the bank (HSBC.net - USA) details to be automatically updated to QB online. Currently I have manually update the bank details
Let's review why the Banking page doesn't download your bank transactions automatically, kfyong.
Interruptions between your bank's website and QuickBooks Online's connection can cause the Banking page not to download the bank transactions automatically. Here are the possible interruptions that I can think of:
Unstable internet connection
Your bank has a website maintenance
Your bank added a security function that requires your attention
Too much cache on your browser
Our server has a scheduled maintenance
Let's ensure that you have a stable internet connection. After that, I'd recommend reaching out to your bank's support. They can verify if they have an ongoing maintenance or have added new security features. From there, we can start with the manual update to bring the missing transactions to QBO.
You can also use these articles for additional information:
If you're still doing the manual update after those steps above, we can do the browser troubleshooting to get rid of any cache related issue. Though cache accelerates the background process, it can also cause unexpected results. Here's how to do it:
Open a private browser and log in to your account. It uses but doesn't store cache.
If the Banking page updates automatically, we can go back to your regular browser and clear the cache.