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March 2, 2019
Question

Connecting to HSBC

  • March 2, 2019
  • 1 reply
  • 0 views

Hi, 

I’ve just set up an account and am trying to connect my personal HSBC account. I can’t seem to get further than the memorable phrase, it just seems to freeze and not connect.

any help would be great!

james 

1 reply

Kristine Mae
March 4, 2019

Let's isolate the issue, Jdruce.

 

First, let's open QuickBooks Self-employed using a private browser, then connect your HSBC account from there. This is the best place to isolate web issues. Here's how to connect the bank:

  1. Login to QBSE either through mobile app or web browser.
  2. 2. Go to the bank account's page, then try to reconnect the "HSBC Bank (UK) - Personal and Credit Card".
  3. Enter your bank login credentials.

 

If you're able to connect your bank, go back to your main browser, then clear the cache. It's always good to clear out the cache or browser history on a regular basis. This will prevent issues with bringing up websites.

 

Feel free to leave a comment if you need more help from us.