Import HSBC Personal Banking Transactions in QuickBooks Online

by James Antonio

Are you looking to link your HSBC personal Banking account with QuickBooks Online and import the transactions automatically?

Well, as a matter of fact, who would not? Because once you are done with the linking part, you would be able to import your HSBC personal banking account’s transactions in QuickBooks Online, without much hassle. One may wonder, why cannot they manually input the transactions. The answer would be, yes you can, but it does take lot of time and efforts and also there can be possibility of manual error as well. While if you download the transactions from your HSBC personal banking account, it would save you a lot of manual efforts, time and manual error too.

For you being able to automatically download the transactions from your HSBC account into QuickBooks, your bank account should be linked to QBO through Bank feed feature. But if in case, your bank is not allowing for new connection or is not connected due to any other reason, do not be disappointed. You can still be able to download the HSBC personal Banking transactions from the Bank site in CSV or Excel format and import it in QuickBooks Online.

In the next section, we will look into the process steps for linking the bank account and importing of the transactions into QuickBooks Online.

Connect your HSBC Personal Bank account to QuickBooks Online using Direct Connect Functionality

We must say, that it is one of the simplest things to do. You just need to enter your credentials for HSBC bank account to connect with QuickBooks Online. Once you do this, then QuickBooks and HSBC will be linked and transactions will be downloaded on daily basis. Let us now see how it can be done with the help of the below steps:

Step 1. In the initial step, open QuickBooks, click on transactions and then Banking of the left menu bar. Refer below image.

Click on Transactions

Step 2. Now once you click on Banking, you will find a green tab ‘connect account’ on the bottom of the next screen, you need to click on it.

Connect Account

Step 3. After this, you need to search for your HSBC bank name on the next screen. If in case you are unable to find your bank’s name, you will have to manually download the transactions from the Bank site and upload it in QBO.

HSBC bank name

Step 4. After selecting your bank name, you need to click on the continue button on the next screen:

Step 5. In this step, you will have to log in to the HSBC site. And your bank will ask for your confirmation to share your personal bank account with Intuit with the summary of the details that would be shared. You need to click on agree on the bank site so that your information can be shared with QuickBooks.

Step 6. Once you are redirected to the QuickBooks page, you will be provided with list of HSBC bank account (if you have more than one). You will have to click on the accounts that you want to link with the QuickBooks Online.

Step 7. After linking the correct HSBC personal Bank account, you need to select the range of date to extract the transactions from the HSBC personal banking account. If you want to import older transactions and HSBC bank or QuickBooks does not allow this, you can go for downloading the older transactions in CSV or Excel format and manually upload the transactions.

which accounts do you want to connect

Step 8. Once you have selected the date range, you will be directed towards the Banking centre, where you can review all the transactions that are imported from your HSBC account in the review tab.

Import HSBC Personal Banking Transactions

We are sure that the above process steps will be insightful enough for you. There are few frequently asked questions, that we want you to look upon. They will help you out with the further queries around the topic and related situations.


Need Some one on one QuickBooks Assistance?


Can you let me know the steps to Import the Transactions using CSV or Excel file in QBO?

You need to first log in to your bank site and download the transactions in Excel or CSV format. Once you have downloaded the transaction file, save it on your computer and then go to the Banking centre and click on the Update drop-down on the upper right corner and then click on upload. After that, click on browse and choose/ select the transaction file that you saved earlier. Now select the QB account that want the transactions to be imported to from chart of accounts. You will have to map and match the column from your file to QuickBooks fields and click on import.

Is it Possible to use QuickBooks without a Bank Account?

If you want to use QuickBooks without a bank account, then you can do so. It is an optional feature. You can go ahead and add all your income and expense account manually. Create invoice and sales receipt while recording your sales transactions.

Can you Let me know the Number of Bank Accounts in the QuickBooks Online?

The good news is that, you can add any numbers of bank account to QuickBooks Online. There is no upper limit right now on the number of bank accounts that can be added to a company file in QuickBooks Online.

How can I Manually add a new Bank Account in QuickBooks Online?

You need to first open the QuickBooks Online and then go to the accounting tab. After that you need to click on the Chart of Accounts. Once you have done this, click on New > and fill the details like account type, detail type and beginning balance. After entering all the details press save and then close the window to finish the process.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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