Banking
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Message says I have account already connected to bank
I cannot connect my HSBC accounts, business or personal
I have just decided to migrate from Xero to Quickbooks and spent the last day or so migrating stuff over. When I connected to my Santander Business Account it downloaded transactions back to 2nd April 2019 but I wanted to import everything since the business started in Nov 2017. I therefore imported all the other transactions off a spreadsheet. I then went through the laborious task of matching everything up and when I did the bank balance was quite a bit different to the QuickBooks balance. It looks like, when I did the original bank feed import an opening balance record was created and then of course I added a load of transactions before that date via the spreadsheet import. So - this is simple I thought - I just deleted that opening balance record.Unfortunately things still don't match up. My Quickbooks Balance is correct and matches my actual bank balance and all transactions are reconciled. Everything is perfect apart from the fact tha
The account is an automatic feed and should cover transactions from the day it started.
I'm using Quickbooks 2020 desktop pro UK version.apologies for raising this question here but I've yet to find a way to ask a question in the UK.I want to connect to NatWest bank to feed transactions directly into QB.NatWest are not on the Financial Institutions list.Does this mean that having been pushed into purchasing QB2020 by Intuit that we will still have to manually enter all the transactions?I've checked a seemingly ream various articles but they all seem to refer to US versions.Suggestions would be very much appreciated. thanks Rod
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.
