Banking
I understand the importance of keeping your receipts and transaction information, @MJWestern. I also appreciate the things you’ve done so far to fix your bank connectivity issue.
Since you’re still unable to connect your HSBC bank account to QuickBooks Self-Employed, I recommend reaching out to our Support Team. They can create a ticket for you to re-investigate this matter further.
Here’s how:
- Go to the Help icon.
- Select Contact Us.
- Enter your concerns, then click Continue.
In the meantime, you can manually add the transactions. Just make sure to use the .CSV format when you get transactions from your bank.
Once everything is good, you can reconnect your bank account in QuickBooks Self-Employed. This way, your transactions will be automatically imported into the program.
If you’re using QuickBooks Online, we have a newly reported issue about being unable to connect the HSBC account to the program. If so, you’ll need to contact our QBO Care Team so you’ll be added to the list of affected users. This way, you’ll be notified of the progress and learn when fix is available.
I’ve added these references for your guide in managing your transactions:
- Categorise transactions in QuickBooks Self-Employed
- Create rules to speed up reviews in QuickBooks Self-Employed
Let me know if you have other concerns about your bank account or any banking concerns in Self-Employed. If you have questions on categorizing your transactions or managing reports, add the details to your reply and I'll help you out.
