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September 4, 2021
Question

Can not connect HSBC Kinetic to QB. There’s an option to connect to QB through HSBC and it works but not connecting to HSBC Kinetic through QB. Any idea ?

  • September 4, 2021
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1 reply

September 4, 2021

I'm here to share insights about connecting HSBC Kinetic to QuickBooks Online (QBO), @kavehmohh-gmail-. This way, you can manage your online banking transactions accordingly.

 

Currently, the option to connect HSBC Kinetic to QBO using Open Banking is unavailable. You'll want to keep an eye on this article for updates on when you can connect your bank feed: Understanding if you can connect your bank feeds to Open Banking.

 

Meanwhile, you can manually import your bank transactions via CSV file. This way, you can keep your financial data updated. For the step-by-step guide, you can refer to this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Once transactions are imported, all you have to do is review and/or match them to the existing entries in QBO. This helps you make sure you've put every one of them to the correct accounts. For your reference, check out this article: Categorise and match online bank transactions in QuickBooks Online.

 

Also, I'd recommend reconciling your accounts every month. This will help you monitor your income and expenses and detect any possible errors accordingly. You can learn more about this through this article: Reconcile an account in QuickBooks Online.

 

Let me know in the comments if you have other banking concerns in QBO. I'm always around to help. Take care, and I wish you continued success, @kavehmohh-gmail-.