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July 31, 2023
Question

Hi. I cannot get my santander account to link to qb’s. any advise?

  • July 31, 2023
  • 1 reply
  • 0 views
Tried multiple times.

1 reply

MJoy_D
July 31, 2023

I can help you with linking your bank in QuickBooks Online.

 

Can you tell me more about the error you're having when trying to connect to the bank? That will help me resolve the error you're having. 

 

Also, make sure to select the right bank and enter your bank sign-in info correctly. 

 

Here's how:

 

  1. Go to Bookkeeping, select Transactions, then select Bank Transactions.
  2. Click on Add Account.
  3. In the Search field, enter the bank's URL (Ex: www.santander.co.uk/business).
  4. Select your bank. If you see multiple options, you may have to repeat these steps to find the correct one.
  5. Provide your login credentials on your bank's website, then click on Continue.

 

Here's more information about looking up your bank when you connect it to online banking in QuickBooks Online: Find your bank or credit card account when you connect to online banking.

 

After adding your transactions, you can now match and categorize those transactions and reconcile them to ensure your books are accurate and there aren't any duplicate transactions:

 

 

If you have other questions about adding your bank transactions, I'm happy to answer them for you. Just post it here as a reply and I'll take a look at it. Have a good one!