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JoesemM
January 8, 2023

Thanks for joining the Community space, Shine.

 

I'm here to share some information about connecting QuickBooks and HSBC bank.

 

Yes, you can connect your HSBC bank to QuickBooks Online. You'll want to make sure that you choose the correct HSBC in linking your account to QuickBooks Online.

 

Here's how:

 

  1. Click Banking in the left panel and go to the Banking tab.
  2. From the Banking page, click the Link account
  3. Search for HSBC Bank and select one of the following:
    1. HSBC Bank (UK) - Business Banking - Current Accounts if you are connecting a Current account only
    2. HSBC Bank (UK) - Business Banking - Other Accounts if you are connecting a Savings Account or Credit Card
  4. Press Continue and follow the on-screen instructions. 

 

 For the list of Open Banking that QuickBooks support, see this article: Understanding if you can connect your bank feeds to Open Banking.

 

However, if you're still unable to link your account, I'd recommend visiting your bank's website and copy its URL. Then, paste it in the Connect an account window's search box. This will let you log in to your correct bank. 

 

In the meantime, you'll want to upload your transactions to QBO manually using a CSV file. Once transactions are in, you'll now have to review them to ensure they are correctly categorised and matched.

 

Please don't hesitate to swing by anytime if you have other questions or concerns with bank connections. I'm always here to help. Take care!