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August 13, 2023
Question

I am.unable to connect my HSBC kinetic account,anyone has success?

  • August 13, 2023
  • 1 reply
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1 reply

Rubielyn_J
August 13, 2023

I understand how crucial it is to have a seamless connection to your banking information, Gopskris. I'm here to help you navigate through this.

 

HSBC Kinetic is purely mobile app to mobile app experience. It does not work when connecting using a web browser. This could be the reason you're unable to link your financial institution in QuickBooks Online. 

 

If the issue persists, we can perform some troubleshooting steps on your phone. Encountering issues when using your QBO mobile app can be fixed by clearing its cache. This process will refresh the program to prevent odd behaviors while accessing it. Here's how:

 

  1. Open your app and go to the Menu icon.
  2. Next, tap More Options and choose Settings.
  3. Then, click Refresh Data and tap YES to confirm.

 

Alternatively, you can achieve this through your phone's settings. You can follow these steps:

 

  1. Navigate to your device's Settings.
  2. Then, click Apps.
  3. Next, select the QuickBooks app and click Storage
  4. From there, choose Clear data.

 

If you don't want to use the mobile app, you may sign in to your QBO account using a web browser and upload your banking transactions. For detailed steps, you can review this resource: Manually upload transactions into QuickBooks Online.

 

Furthermore, I recommend that you make it a practice to reconcile your accounts in QBO on a regular basis, ideally every month. This practice will aid in overseeing your income and expense transactions, allowing you to identify any potential errors.

 

Keep in touch if you have further banking concerns in QuickBooks. I look forward to assisting you further.