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Yahal
December 15, 2020
Solved

HSBC Web Connect Desktop

  • December 15, 2020
  • 1 reply
  • 0 views

We are trying to download transactions into Quickbooks UK Desktop from a UK HSBC Business Account.

I have read ALL the instructions available, nothing works.

I have been told by Quickbooks support that UK Desktop no longer supports Direct Connect bank feeds so have to use Web Connect by downloading a statement. Direct connect now only works with Quickbooks online version.

 

Although the Quickbooks help file says it accepts a .QBO or .OFX web connect file, it will now only let me select a QBO file.

HSBC UK will ONLY let me download transactions as a .OFX file, no QBO is available.

Can I assume Quickbooks desktop can no longer import transactions from one of the biggest  (if not THE biggest) UK bank?

I have tried a few on the 3rd party OFX to QBO converters, nothing works, it fails when it tries to verify with the bank although when I go through the 'set up banking feed' process in Quickbooks it seems to connect OK, then tells me to download the transactions which seems to be impossible.

Has anyone successfully got web connect working with a UK HSBC Business account into Quickbooks UK desktop?

 

Best answer by payment after leaving

Hi Yahal Bank connections within QBDT are no longer a supported feature. You could batch enter transactions and copy and past the transactions into the fields, you will the spreadsheet to be in a CSV format and separated into income and outgoings.

1 reply

P
payment after leavingAnswer
December 15, 2020

Hi Yahal Bank connections within QBDT are no longer a supported feature. You could batch enter transactions and copy and past the transactions into the fields, you will the spreadsheet to be in a CSV format and separated into income and outgoings.

Y
YahalAuthor
December 15, 2020

Hello,

I think you are talking about DIRECT CONNECT not web connect?

Please clarify.

I was told Direct connect is no longer supported but web connect is?

 

If what you are saying is true, I would not have 'import web connect file' option Quickbooks Premier 2021, which I do. (see pic)

 

 

 

Y
YahalAuthor
December 15, 2020

Also, HSBC-UK-Business IS listed as one of the participating financial institutions in the menu.

 

Yet you say it is not supported.

 

Please clarify

 

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