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info-joannewood-
April 25, 2022
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Connected to Quickbooks (QB) from HSBC Kinetic website. QB says not connected though? Can’t find Kinetic on list of banks. Username not accepted if use just HSBC. Help?

  • April 25, 2022
  • 1 reply
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New to Quickbooks. Struggling to link HSBC Kinetic account through QB, done ok through HSBC but QB not recognising it. Anyone had this issue? Can you help? Thank you
Best answer by Adrian_A

Hi info-joannewood-,

 

I'm here to share some information when connecting your HSBC Kinetic bank account.

 

Currently, the HSBC Kinetic bank is still unable to be connected with QuickBooks.

 

As a workaround, you can bring in your transactions manually via CSV file. Before doing so, ensure that you have the correct format. Here's an article as your guide: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Afterward, you're good to import the items.

 

Then, you can categorise them into their correct accounts. I've added this link as your guide: Categorise items.

 

That should do it, info-joannewood-. I'm just a post-away if you have questions about categorisation. I've got your back!

1 reply

Adrian_A
Adrian_AAnswer
April 25, 2022

Hi info-joannewood-,

 

I'm here to share some information when connecting your HSBC Kinetic bank account.

 

Currently, the HSBC Kinetic bank is still unable to be connected with QuickBooks.

 

As a workaround, you can bring in your transactions manually via CSV file. Before doing so, ensure that you have the correct format. Here's an article as your guide: Format CSV files in Excel to get bank transactions into QuickBooks.

 

Afterward, you're good to import the items.

 

Then, you can categorise them into their correct accounts. I've added this link as your guide: Categorise items.

 

That should do it, info-joannewood-. I'm just a post-away if you have questions about categorisation. I've got your back!

I
info-joannewood-Author
April 25, 2022

Thank you, that might work for general HSBC? I am starting to connect from scratch as I am new to QB.

 

 I can’t find HSBC Kinetic listed on QB. If I select general HSBC it doesn’t recognise my Kinetic account username.

 

Any ideas?

 

 Thank you 

DivinaMercy_N
DivinaMercy_N
April 26, 2022

Thanks for choosing QuickBooks Online (QBO) as your accounting partner, @info-joannewood-.

 

Glad to have you back here. Let me provide some details so you can connect your account seamlessly.

 

Currently, the HSBC Kinetic financial institution is unsupported by the program. Please visit this page to check when the connection will be available: Understanding if you can connect your bank feeds to Open Banking. 

 

In the meantime, you'll want to upload your transactions to QBO manually using a CSV file. Once transactions are in, you'll now have to review them to ensure they are correctly categorised and matched.

 

Also, it's recommended to perform the reconciliation process regularly to make sure your accounts match your real-life bank statements. After that, QBO automatically generates a report so you can check your beginning and ending balances as well as those transactions left uncleared. 

 

I always got your back if you have any other banking concerns. Don't hesitate to post a comment below. Have a great day ahead. 

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