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accounting401
Level 1

Bank of China (HK) has discontinued their CBS internet banking service and succeeded by IGTB, how will our sync be affected? And where do we go from here?

 
4 Comments 4
MariaSoledadG
QuickBooks Team

Bank of China (HK) has discontinued their CBS internet banking service and succeeded by IGTB, how will our sync be affected? And where do we go from here?

Manually uploading bank transactions in QuickBooks is the best that you can do, accounting401.

 

The discontinuity of CBS internet banking services of your bank can affect the syncing of your bank transactions. You can download a Web Connect file or CSV from your bank's website. Then, save the file where you can easily find it and then import the transactions by following these steps:

  1. Log in to your QuickBooks Online account.
  2. Go to Banking.
  3. Select Upload transactions, and click the Browse button and choose the file.
  4. Click Next, then select the bank account where you want the transactions to be posted from the QuickBooks Account drop-down. If you don't have an account, you can select Add new or create the account in the Chart of Accounts page.
  5. Click Next to map the columns. Make sure the columns from the Web Connect or CSV file match the columns in QuickBooks.
  6. Click Next twice.
  7. Once prompted, click Yes.
  8. Click Let us go!

On the other hand, if your bank is merging with another financial institution, you'll have to contact your bank to confirm if there are any changes. There are banks that may require you to update your login credential or even ask you for a new account number with the new bank's name.

 

Please refer to these articles for the detailed steps:

For future reference, I've got this article in case you'll want to categorise your bank transactions: Categorise And Match Online Bank Transactions In QuickBooks Online.

 

Ping me over if you need further assistance. I'll always be right here to help you.

dmakcf
Level 1

Bank of China (HK) has discontinued their CBS internet banking service and succeeded by IGTB, how will our sync be affected? And where do we go from here?

Bank of China in Hong Kong has been changing their login in portal from https://cib.bochk.com/login to https://lgtb.bochk/login

 

I have sent requests to QB many times but their feedback is there must sufficient users raising this request.  I am sure that there should be a lot of users in Hong Kong using Bank of China and not being able to link up the bank actually defeats a vital part of the function of Quickbook on matching bank transactions.  Would like to have more support on this to get Quickbook going on this

AileneA
QuickBooks Team

Bank of China (HK) has discontinued their CBS internet banking service and succeeded by IGTB, how will our sync be affected? And where do we go from here?

I do appreciate for sending the feedback to our QuickBooks support, dmakcf. 

 

We can raise this issue with our customer support team. This way, they can escalate the problem and perform a series of tests. 

 

You can refer to this link for more information about our support hours and types to ensure your concern gets prioritize: QuickBooks Online Support

 

Touch base with me here if you need anything else. I’m always ready to help. Cheering you to continued success!

dmakcf
Level 1

Bank of China (HK) has discontinued their CBS internet banking service and succeeded by IGTB, how will our sync be affected? And where do we go from here?

Thank you Ailene for your prompt response.

 

It has been twice that I sent requests via the banking link about this and I also contacted support twice, the latest this morning.

 

My usual experience with QB support has been quite good but this two times, I have been asked to send feedback to the engineer which I have done twice before.  I am surprised that this was not resolved as I saw that the first issue was back in July with someone else.  Our bank accounts with 4 of our companies were only affected in the last 2 months.  BOC is doing it progressively.

 

I did tell your support that I am going to raise this at the format as his reply was there must be support demand...........totally fed up with the feedback.

 

Wish that this important function will be rectified soon.

 

Regards,

 

Daniel