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K
Ken4758
May 5, 2020
Question

Is there any propress with linking HSBC business accounts using the open banking protocol?

  • May 5, 2020
  • 2 replies
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2 replies

BettyJaneB
BettyJaneB
May 5, 2020

 Hello there, @Ken4758.

 

I'm here to provide some insights about being unable to connect your HSBC business accounts through Open Banking in QuickBooks Online.

 

At this time, our engineers are still investigating the reason why HSBC account holders are unable to connect their accounts in QuickBooks Online using Open Banking.

 

To be notified with the current status of this issue, I recommend contacting our Customer Care Team. They will add you to the list of the affected users so you can receive an email once any updates on this matter are made available.

 

For now, you can manually import your bank transactions to QBO using CSV file uploads until this problem will be fixed. 

 

Here's a link that can guide you on how to upload your bank transactions in QBO: Manually upload transactions into QuickBooks Online.

 

Please know that our system is updating the bank feeds to comply with new Open Banking regulations. 

 

You can check out these articles below to learn more about this process, and see what are those financial institutions that currently supports this feature:

You can always leave a reply below if you have any other questions. I'll make sure you're all set. Have a nice day!

 

 

 

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K
Ken4758Author
May 23, 2020

Come on guys!!!

I am still unable to connect to my HSBC business account using the open banking protocol.

This needs to be fixed I don't want to continue to manually reconcile my accounts when I'm paying for a comprehensive accounts package.

Or am I missing something???

JessT
JessT
May 23, 2020

I know you really wanted to connect your account right now, Ken.

 

Our online banking team is still working with the bank's engineers to get this fixed. As soon as the connection becomes available, you will receive an update via email. Just be sure to contact Support, so they can link your account to the open ticket. Only them has the capacity to do this. 

 

Right now, please consider uploading your transactions, like what Betty mentioned above. I personally like using the CSV web connect format because I have control over the mapping. This is also a better option if your bank only provides an Excel format (XLXS). You can save it as CSV (comma delimited) and use the file to upload your transactions.

 

Thank you for your patience.

K
Ken4758Author
April 23, 2021

Having tried to get this to work many times and posted questions on several occasions I have been successful. 
I removed my HSBC account from QBO completely and started afresh. 
I have HSBC Business banking so it took several attempts to get the correct banking credentials. The selection in the front page windows were not right. I searched in the end and even then there were several options but I persevered and got there in the end. 

J
jamesbrittain
August 21, 2021

Kend4758, are you able to share how you managed to be successful linking an HSBC business account? There are no HSBC options in the current menu. Did you use an alternative?

R
Ryan_M
August 21, 2021

Thank you for joining the thread, @jamesbrittain. I'll take care of your query about connecting an HSBC Business account in QuickBooks Online (QBO).

 

As my peers stated above, it's best to manually upload bank transactions at this time. In case you missed it, here's the link for the article: Manually upload transactions into QuickBooks Online. It's a detailed guide on how you can download transactions from your online bank's page, then import them to QBO.

 

Alternatively, you can also follow these steps to update your HSBC Business account to Open Banking:

 

  1. Click Update now.
  2. Tap Agree to confirm your connection. 
  3. Follow the on-screen steps to authorise QBO to connect to your bank account. 
  4. Select the accounts you want to connect.
  5. Hit Connect to proceed. 

 

Check out this article for additional details on this process: Connect your HSBC Business Current, Savings accounts and Credit Cards in QuickBooks. It includes the steps on how you can reconnect an HSBC Business account to QBO.

 

Post a reply in the comments below if you have other questions about open banking in QBO. I'll be sure to take care of it. Have a pleasant day!

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