quick books unable to connect to bank

Quick books cannot connect to HSBC bank and I cannot get it resolved

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A client has joined Quick Books for MTD and for some reason cannot connect HSBC bank to the software.  Quick books have been told and it is now over a week and still not sorted.  Has anyone else had this problem and how did they sort it.

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By rmillaree
02nd Feb 2022 10:28

long shot but in sage if feed does not refresh i completely disconnect and start from scratch anmd that often solves the problesm.

Do remember quickbooks and barclays for ages couldnt get it to work.

You are 100% at the mercy of quickbooks support to advise whether its known issue at their/the banks end or not - you need to know if you have done somethig wrong.

quickbooks should have update page i would hope ref known errors

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AS
By AS
02nd Feb 2022 10:38

Try a different browser. Alternatively, disconnect the bank, clear cache and cookies, restart the browser and reconnect. This solves the connection issues occasionally.

With some banks, some types of accounts can no longer be linked after the move to open banking but I have not had that issue with HSBC.

The problem is that the software companies blame the banks and the banks say it is nothing to do with them!

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RLI
By lionofludesch
02nd Feb 2022 11:38

Does the feed need reauthorising?

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Giraffe
By Luke
02nd Feb 2022 11:46

One issue I previously had with HSBC and QBO connections was that only the primary account holder could connect. I don't know if that is still an issue but may be worth checking.

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By chancewind
02nd Feb 2022 12:07

trying to connect for the first time

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By JD
02nd Feb 2022 16:36

With QBO clearing your browser's cache and stopping any pop up blockers tends to help

After that do you get any error code or message ?

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