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richard-nicholas
December 12, 2021
Question

How do I connect HSBC Kinetic bank account ? on an iPad or desktop? I have read the chats but. It found the solve. I have written to QB to request they link it.

  • December 12, 2021
  • 1 reply
  • 0 views
Can anyone help

1 reply

AlcaeusF
AlcaeusF
December 12, 2021

Hello @richard-nicholas,

 

Thank you for posting here in the Community. I'm here to assist you with your concern about connecting HSBC Kinetic to QuickBooks Online.

 

We're diligently working with banks and financial institutions to support Open Banking connections for different account types. Right now, the ability to link HSBC Kinetic with QuickBooks is unavailable.

 

For now, the only workaround available is to import bank transactions manually. You can download the file from your bank's website and upload it into our system.

 

Here's how:

 

  1. On the left navigation bar, click Banking.
  2. Select Upload transactions or Upload from file. 
  3. Press Browse, then select the file you downloaded from your bank.
  4. Hit Next.
  5. In the QuickBooks account ▼  dropdown, select the account you want to upload the transactions.
  6. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks.
  7. Select the transactions you would like to import and press Next.
  8. Hit Yes.
  9. When you're ready, select Let's go.

 

This link will keep you up to date on any updates related to the supported financial institutions and account types in QuickBooks: Understanding if you can connect your bank feeds to Open Banking.

 

While the connection for this account type is unavailable, I recommend sharing your feedback directly with our product engineers. You can send your suggestions through this link: https://quickbooks.intuit.com/commerce/common/fragments/feedback.jsp.

 

Additionally, I recommend visiting the following article to learn how to fix bank errors you'll encounter in the future: Open Banking connection errors.

 

Leave a comment below if you have other concerns related to connecting HSBC accounts in QuickBooks. The Community and I will be around to help you.

G
GP21
January 8, 2022

I've log into HSBC Kinetic on my lap top,  all i can see is transactions.  How do you export this data to upload into Quickbooks!!  Help!!

katherinejoyceO
katherinejoyceO
January 9, 2022

Thanks for adding your concern in this thread, @GP21. I'm here to help ensure you can export HSBC transactions from your bank and import it in QuickBooks. 

 

To achieve this, you'll need to log in to your financial institution's website and get a CSV file format. Ensure the date range is at least one day before your oldest transaction. Then, follow the steps below: 

 

  1. Download your transactions. 
  2. Save the file somewhere you can easily find it, like your computer's desktop.
  3. Review the file and ensure it's in the correct format before uploading it. 

 

Once done, follow Step 4: Manually upload the transactions. 

 

For future reference, check out this link to learn about matching your transactions from your actual bank statements with Quickbooks: Reconcile an account in QuickBooks Online.

 

Feel free to message again if you have additional concerns about anything else. Take care always. 

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