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stefanbest0794
December 10, 2024
Question

Bank Connection

  • December 10, 2024
  • 1 reply
  • 0 views

Im self employed and I recently started with the app so looking to set myself up. My first question is,

 

Can I not manually add my earnings? If so, I dont see the option for it, only to connect.

 

Secondly, im banking with Santander, am I meant to use the same login details to connect on there? 

Thanks
Stefan

1 reply

R
Rasa-LilaM
December 10, 2024

Thank you for getting in touch with the Community about your concerns related to adding your earnings and connecting your Santander account to QuickBooks Self-Employed (QBSE), stefanbest. I'm here to help everything go smoothly for you.

 

Yes, you can manually add transactions in QBSE and record them as income. For the specific category, we recommend contacting your accountant for further advice on which one to use. When you're ready, let's navigate to the Transactions screen to track the entries.

 

Here's how:

 

  1. Log in to your QBSE account.
  2. Navigate to the Transactions menu on the left panel and click on Add Transaction.
  3. Enter the amount of your earnings and add a description to detail the source of your earnings.
  4. Choose the appropriate category for the entry from the dropdown menu.
  5. Click Save to keep the transaction.

When connecting your Santander account to QBS, use the same login credentials you utilize for your online banking. This ensures that QuickBooks can securely access your transaction data from your bank. For detailed instructions, refer to this guide: Connect bank and credit card accounts to QuickBooks Self-Employed.

 

Explore these resources for tips on managing your income and expenses, along with information on typical expenses you can deduct from your income tax:

 

I've included a link that features various topics related to the tasks you can accomplish in QBSE, complete with their corresponding articles: Self-help guide.

 

Don't hesitate to leave a comment below if you have additional questions or concerns about tracking entries or managing your bank feeds. The Community is always ready to provide the assistance you need.

S
stefanbest0794Author
December 10, 2024

Thanks Rasa,

 

Regarding the bank connection, I followed your advice but it's not letting me connect. Just says the details are not correct and using the same details to log into my own Santander of course work.

A
Archie_B
December 10, 2024

I can see why you're experiencing difficulties with the bank connection, stefanbest0794. Let's take a closer look at the situation to identify the cause of the problem and find a solution that enables you to connect successfully. 

 

First, let's ensure that the URL QuickBooks uses to connect with your bank is correct and the same as the one you use to log in to your bank website.

 

  1. Go to Transactions.
  2. Click on the dropdown ⌄ button beside Add Transactions.
  3. Search for Santander bank and select it.
  4. Copy the URL listed for your bank.
  5. Open a new tab in your browser and sign in to your bank or credit card's website using the copied URL.

 

If you're able to sign in, it indicates that there is no major problem. Check your bank’s website for any messages, notifications, alerts, or announcements about new security requirements. 

 

Otherwise, if you still can't sign in, we can proceed with the other troubleshooting steps such as clearing the browsers cache. See the links below for the steps on how to delete your browser's cache:

 

Once done, close and reopen your browser and connect bank and credit card accounts to QuickBooks. 

 

If any new questions come to mind or you need further assistance about banking, just drop me a comment.

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