Banking
Hello, Keikeiron.
We don't want to give up just yet. I'd like to make it up to you here by helping you connect your HSBC credit card or savings account.
We've updated our Online Banking platform to Open Banking. HSBC has two bank connections available. One for current accounts (HSBC Bank (UK) - Business Banking - Current Accounts), and the other for savings and credit card (HSBC Bank (UK) - Business Banking - Other Accounts).
To connect your savings or credit card account:
- Go to the Banking page, then click Connect account.
- If you already have an account, click the Add account button.
- Search for HSBC Bank (UK) - Business Banking - Other Accounts in the box, then click the result.
- Follow the prompts to connect your account.
You also have the option to manually upload your transactions if you're encountering an issue.
Additional details about connecting your HSBC accounts can be found here.
After downloading your transactions, you can start categorising, adding or matching them. When you're ready, you can do your regular bank reconciliation.
Please don't hesitate to voice out your concerns about QuickBooks Online when you get back here. We're always here to listen. If you need help with something else, please include your questions in your reply.
