Thanks to all of you who voted for this feature. We are currently reviewing the best way to implement the trial balance report and we would like to get your input. Please take a moment to comment on the following questions:
1) How do you use the trial balance report?
2) How often do you use the report?
3) Are there any other reports you use in conjunction with the trial balance report?
You guys list HSBC USA Business accounts as an option, however the login does not function. This is probably because access requires a random number from a keyfob. However, it would be great if this could be worked around and balances could be viewed directly from WorkingPoint.6 votes
Thanks for bringing this to our attention. We are looking into it and have a question.
After searching on HSBC, 3 bank accounts and 1 credit card account are found to link to. Did you by chance click the first link: HSBC Bank (USA) – Business Banking? We think this might be a bad link.
Can you try connecting again but using the 2nd and 3rd bank account options? These require additional security credentials that we believe will allow you to log into the account.
Thanks for the additional information.
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