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April 14, 2020
Question

I cannot connect to more than one bank account at HSBC. I have four accounts but only the current account is visible Please can anybody help?

  • April 14, 2020
  • 1 reply
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1 reply

BettyJaneB
April 14, 2020

Hello there, @george-abebrese.

 

I've got some insights to share on what are the best thing to do if you're unable to connect your bank account to QuickBooks Online.

 

When connecting multiple bank account from one financial institution in QuickBooks Online, you'll have to create a new one in your chart of accounts. After that, you can connect your bank from there. You must also have an online banking account to successfully connect this to QBO.

 

To do that: 

  1. Go to the Gear icon and select Create a new account
  2. Click the New button. 
  3. The Account window opens.
  4. For the Detail Type drop-down menu, select Bank.
  5. Assign a name and all other information.
  6. Specify whether this is a sub-account of another account.
  7. Provide the Opening Balance of the account.
  8. Hit on Save and close.

Once done, you can now connect your account. Please follow these steps below:

  1. Go back to your Chart of Accounts.
  2. Select the new account that you’ve created a while ago.
  3. From the View register (or Account history) drop-down, select Connect bank.
  4. Follow the prompts to connect your bank account.

You refer to these link attached for more details about fixing bank connection issues in QBO: 

However, if you're trying to connect your bank via open banking, these resources will help you accomplish this goal:

Lastly, I'm sharing here some references that you can visit about fixing online banking issues and on what to do if transactions are not downloading.

 

 Let me know if you received any banking errors or if you have any other questions. I'll be around to help. Take care!