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globlocon
December 2, 2020
Question

Update button in the banking page does not update my US Dollar account, nor can I see the Account I want to connect to in the list of my accounts with my bank.

  • December 2, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

MarsStephanieL
MarsStephanieL
December 2, 2020

Hi there, @globlocon.

 

I'm here to help you bring your banking transactions to QuickBooks Online. I'd like to know if you've encountered any errors when updating your bank account so that I can provide you the best resolution. You can let me know about it in the comment section.

 

For now, you can manually upload your transactions to QuickBooks. This is done to match, categorize, and reconcile your transactions. Here's how: 

 

  1. Go to your bank's website.
  2. Filter the date from the last time you've go,t updated bank transactions in QuickBooks.
  3. Download the transactions using the .CSV file. (You can also convert if in the Excel spreadsheet to .CSV file)
  4. Go back to the Banking page in QuickBooks Online and upload the file.

 

Also, regarding the bank you'd like to add to the list of your bank accounts, is it integrated with QuickBooks? If yes, you can go to the website of your financial institution and copy the link. Then, go back to QuickBooks and paste the URL of your bank. If you're able to locate the bank after that, you may follow the on-screen instructions to successfully link your bank account.

 

However, if you're not able to see the bank after pasting the URL, you can request support from your bank to integrate with QuickBooks. While waiting you can manually upload the transactions from your bank using .CSV file format. Please check Step 4 above to see the link on how to upload it. This is how it looks like:

 

 

I've added this article for your future reference about matching your transaction in QuickBooks: Categorise and match online bank transactions in QuickBooks Online. 

 

Please know that you can always tag my name in the comment section below if you need further assistance or other questions. I'd be happy to lend a helping hand. Take care always.

 

G
globloconAuthor
December 2, 2020

Hi MarsStephaniel

Thank you for your reply.

Actually this problem was investigated by QB-Case No. [removed] and I received an email saying

Quote

Good news, the investigation HSBC Net (UK), FAILED (163) / Error 103 when clicking the Update button in Banking page. has been resolved for QuickBooks Online Bank Feeds. If you are still experiencing this unexpected behavior, we would ask you to reach out to your online support team for further assistance.

Unquote

I have been trying to contact online support team (Chats) for the last few days without success.

My problem still remains that I cannot see my US Dollar Account in the list of other accounts that I have with HSBC and therefore cannot successfully connect with it. Please let me know what else I can do.

Thanks

Nas

 

MJoy_D
MJoy_D
December 2, 2020

Thank you for the response, @globlocon.

 

I can help you reach back to our Customer Support to let them know that you're still encountering the error.

 

Their tools can further isolate why you're still encountering the error in a secure environment and help you resolve it.

 

You can reach our Customer Support for QuickBooks Online (QBO) by going to the Help icon at the top right of the account. Follow the steps below: 

  1. Go to the Help icon to connect to a live support agent. 
  2. Provide us with some information about your concern.
  3. Select the Contact Us button and provide some details about this concern, then on the Let's talk button. 
  4. You'll now be provided options on how to connect to our Customer Support.

 Here's the contact the QuickBooks Online Customer Support team article for more information. 

 

For the meantime, you can manually download the transactions from the bank and then upload the file to your account.

 

Check this article for more information: Manually upload transactions into QuickBooks Online. From here, you can now categorise and then reconcile the transactions.

 

I'm always here if you need further guidance in resolving the bank connection error. Let me know in the reply section below. Have a great rest of the day!

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