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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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SarahannC
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Hello there, daniel-sannaot-c. 

 

The HSBC Kinetic is not yet supported for Open Banking due to some changes. Rest assured, this is being worked on by our banking team and we're not given any time frame when it will be sorted out. 

 

 I would recommend checking this article to keep you up-to-date about the availability of the HSBC Kinetic and when you can connect it to your bank feed: Understanding if you can upgrade your bank feeds to Open Banking

 

Alternatively, you'll want to manually upload the bank transactions using the CSV file to continue bringing them to QuickBooks.

 

First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it. Once done, upload them to your book by following these steps:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.

 

You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:

 

 

Let me know if you have other questions soon. Stay safe, daniel-sannaot-c.

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