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Customers in Canada: new Manage bank feeds service

Last updated: 3 July 2019

We’ve recently introduced the new Manage bank feeds service on HSBCnet to provide you with automated statement data reporting directly to your accounting software provider.*

The Manage bank feeds service helps improve cash-flow visibility and reduces manual bookkeeping by automating parts of your accounting and reconciliation process. This new service will be available for all HSBCnet users with Account Information permissions for accounts in Canada.

Note for customers using Sage 50c version 2019.2: you’re now able to view cheque numbers.

Setting up the Manage bank feeds service:

To activate the service for current, savings and foreign currency accounts linked to your HSBCnet profile, select the ‘Manage bank feeds’ button in the Account Information service and follow the on-screen prompts. Once this has been set up for selected account(s), HSBCnet will automatically send statement data to your accounting software provider.

Cancelling the service:

If you no longer want to send statement data for the account(s) selected on your HSBCnet profile, you can select the ‘Disconnect accounts’ option to cancel this service.

If you don’t want to enable the Manage bank feed service, you don’t need to take any action. This option will be visible on your Account Information screen and stays inactive unless you take steps to enable it.

Find out more

If you have any questions, please contact your local HSBCnet Support Centre.

 

* At this time, HSBCnet supports the following accounting software provider(s) for the Manage bank feed service:

  • Sage Business Cloud Accounting (previously known as Sage One)
  • Sage Business Cloud Financials (previously known as Sage Live)
  • Sage 50c (previously known as Simply Accounting) with Office 365 subscription (version 2018.2 or later)
  • Sage 100 Contractor

Please note, Sage 300 is not supported.

We're working to bring you additional providers in the near future.

 

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