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DottyR
March 30, 2020
Question

Open banking with HSBC - unable to proceed

  • March 30, 2020
  • 3 replies
  • 0 views

Hi

I am trying to set up an open banking feed with HSBC but after the stage where I agree to Quickbooks accessing my HSBC data the system just stalls - its obviously trying to connect to HSBC but cannot get through. I called HSBC in case I needed to do something at that end but they were completely unfamiliar with the process. Can anyone help?  I haven't been able to manage my transactions for at least 6 weeks. 

Thanks Denise 

    3 replies

    IamjuViel
    IamjuViel
    March 30, 2020

    Hello, @DottyR.

     

    Let's perform the following troubleshooting steps so you'd be able to connect your bank with QuickBooks.

    1. Ensure you’re able to login to your bank’s website.
    2. If you’re able to login successfully, kindly take note of the exact username and password you used.
    3. Log back into your QuickBooks Self-Employed account.
    4. Reconnect your bank account.
    5. Manually type in your bank’s login credentials inside QuickBooks.

    You can read through these articles for more detailed instructions:

    Keep me posted if you have other questions about connecting your bank account with QuickBooks Self-Employed. I'm always here to help.

    D
    DottyRAuthor
    March 31, 2020

    Thanks for the reply. When I select HSBC from the list of banks and consent/agree to sharing of data, I just stall at the next stage – the site is trying to connect to partnerauth.platform.intuit.com but it just freezes. I can’t find anywhere to manually enter my details.

    A
    Ashleigh1
    March 31, 2020

    Hello DottyR, 

     

    Are you able to use a non-apple device to connect your bank in Quickbooks? 

    D
    DottyRAuthor
    March 31, 2020

    Thanks for getting back to me - I only use apple devices. Is there any way around this?

    R
    Rightclean
    May 4, 2020

    I have been trying to update my HSBC Bank and it keeps failing.  This has been happening for around 3 weeks.  This is extremely frustrating as I am currently finishing off my year accounts but need this update to be able to complete.  When will this be fixed.  I am not sure how to do the work around that I have read on this link previously.

    Angelyn_T
    Angelyn_T
    May 4, 2020

    I understand the importance of being able to connect your bank to QuickBooks Online, @Rightclean.

     

    At this time, we haven't received updates from our engineering team to when this issue be fixed. However, rest assured that they're now looking into this more closely so they can get a resolution as quickly as possible. As suggested by colleagues above, you can prepare an Excel CSV file for your bank transactions and import them so they become available in QuickBooks.

     

    For the detailed steps, check out this article: Add older transactions to QuickBooks Self-Employed.

     

    Post again if you have any other questions. I'm always here to help. Have a good day!

    1
    1kpcabscornwall
    May 7, 2020

    Same old crap being told your engineers are looking into it.

    This has been going on for months, 

    Quickbooks is not fit for purpose if I have to keep doing everything manually..

    Do something and at least reply or call your customers with any updates.

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