I can't connect to HSBC, their website refers to article 1297595 where I am to find a unique reference number field. Can anyone help with this I've wasted so much time trying to connect I'm using Firefox on an iMac, I don't know if that's the issue (although also tried on Safari) or it's an HSBC/QB issue. HELP!
Next, you can clear cache and cookies on your Firefox and Safari browsers. It helps refresh website preferences that might be causing issues when you use QuickBooks.
Once done, you can connect HSBC. Let me show you how:
Select the profile ⚙ icon and then select Bank accounts.
In the search box, enter the name or URL of your bank.
Choose the right account from the list, then click Continue.
Enter the sign-in info you use for your bank's website.
When you’re ready, click Connect securely.
If you're still unable to connect your bank, you can manually download transactions from your financial institution (FI). Then, import them using a CSV file to keep your QuickBooks Self-Employed (QBSE) account updated.