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Jamie_artist
May 13, 2019
Solved

Connecting HSBC Business account

  • May 13, 2019
  • 2 replies
  • 0 views

I, like a number of people, have been struggling connecting my HSBC business accounts to my Quickbooks Self-Employed account. Finally after many weeks I can now connect (I received an message from HSBC that my third-party permissions had now finished, and they were sorry for the inconvenience). The problem is it only connects to tell me my cash total in my HSBC account, and doesn’t import any transactions. Because of the length of time it’s taken to resolve the initial problem I’ve managed to import transactions as a .csv file up the the 1st May but the last two weeks still haven’t worked.

Why does it not automatically import the transactions from HSBC now? It kind of makes the system redundant and considering I’m now into the second month of issues and paying monthly for this to work properly I’m very disappointed.

    Best answer by IamjuViel

    Hello there, @Jamie_artist.

     

    Let's apply the following troubleshooting steps to download the updated list of transactions.

    1. Ensure you’re able to login to your bank’s website.
    2. If you’re able to login successfully, kindly take note of the exact username and password you used.
    3. Log back into your QuickBooks Self-Employed account.
    4. Reconnect your bank account.
    5. Manually type in your bank’s log in credentials inside QuickBooks.

    For additional insights, you may check these articles:

    If the issue persists, I'd recommend contacting our Customer Care Team. An agent will be able to further check on your account via secured environment.

     

    Keep me posted if you have other questions about connecting your bank account with QuickBooks Self-Employed. I'm always here to help.

    2 replies

    S
    ShiellaGraceA
    May 13, 2019

    Hello there, Jamie_artist.

     

    A banking fix takes effect after the fact. You'll want to download the past transactions manually via the .CSV file. It can import earlier data back to January 1, 2014.

     

    Also, you can manually update your bank so you'll be able to import the recent transactions. Let me show you how:

    1. Click Gear.
    2. Click Bank accounts.
    3. Click Refresh all.

    Please feel free to check out these articles for your reference:

    The Community is always here to help if you have any other questions. Just click the Reply button anytime.

    J
    Jamie_artistAuthor
    May 15, 2019

    Thanks for the reply but that doesn’t solve it. Whilst it shows me the total in my account it isn’t updating the transactions and hasn’t done so since I reconnected the bank account. I’ve refreshed, I’ve connected securely but still not seeing any new transactions.

    IamjuViel
    IamjuVielAnswer
    May 15, 2019

    Hello there, @Jamie_artist.

     

    Let's apply the following troubleshooting steps to download the updated list of transactions.

    1. Ensure you’re able to login to your bank’s website.
    2. If you’re able to login successfully, kindly take note of the exact username and password you used.
    3. Log back into your QuickBooks Self-Employed account.
    4. Reconnect your bank account.
    5. Manually type in your bank’s log in credentials inside QuickBooks.

    For additional insights, you may check these articles:

    If the issue persists, I'd recommend contacting our Customer Care Team. An agent will be able to further check on your account via secured environment.

     

    Keep me posted if you have other questions about connecting your bank account with QuickBooks Self-Employed. I'm always here to help.

      JaneD
      JaneD
      June 19, 2019

      Hi there, BoyceE.

       

      Let's try some basic troubleshooting steps to get this resolved. 

       

      If you're referring to the Import transactions page that keeps spinning, try using an incognito browser to rule out the possibility webpage issues.

       

      Here's how:

      • For Internet Explorer of Firefox, press Ctrl + Shift + P.
      • For Chrome, press Ctrl + Shift + N.
      • For Safari, hold down Command + Shift + N.

      Then, try importing bank transactions again.

       

      However, if you're referring to the Bank accounts page, then I suggest following the recommended steps above provided by my peer, juVielL.

       

      Keep me posted on how it goes. I'll be here to keep helping.

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