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TomA
October 5, 2022
Question

Santander transactions not downloading

  • October 5, 2022
  • 5 replies
  • 0 views
No transactions are coming into QBO so far this month and we definitely have some to input.

5 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
October 5, 2022

Try opening your QBO account on any private/incognito browser.

R
Rea_M
October 5, 2022

Hello there, @TomA.

 

Let's go to the Banking menu and do a manual update so you can download your Santander transactions in QuickBooks Online (QBO). 

 

Before we start, I want to verify if you've encountered any error messages with Santander Bank or while downloading your bank transactions. This way, I can provide the exact solution for this matter.

 

Santander Bank may be performing system maintenance, or there may be notifications on their website that need your attention. That's why no transactions are coming into QBO.

 

To fix this, you can manually update your account. This refreshes the connection between your bank and the program. Here's how:

 

  1. Go to the Banking or Transactions menu.
  2. Select the blue tile for your credit card account.
  3. Click the Update button.
  4. (Optional) Follow the on-screen instructions to complete the process.

 

Then, you'll have to sign in to Santander Bank's website. This is to check your account page for messages or alerts that need your attention. Once you make changes on the website (for example, login credentials and account info), you'll have to update QuickBooks as well. Here's how: 

 

  1. Go to the Banking or Transactions menu.
  2. Select the blue tile for your credit card account.
  3. Click the Edit icon.
  4. Choose either Edit sign-in info or Edit account info.
  5. Enter all the necessary details and follow the on-screen instructions to complete the process.

 

Once your transactions are downloaded, you have to review and categorize them to keep your financial data accurate.

 

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect any possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

 

Let me know if you have other banking concerns or questions about managing transactions in QBO. I'll gladly help. Take care, @TomA.

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TomAAuthor
October 5, 2022

I was not getting any error messages at all and have updated manually several times yesterday and today with no luck.

 

I just followed your instructions to redo the log in credentials and have gotten the same result.  There is no error but also no transactions have downloaded.

 

 

    R
    Rea_M
    October 5, 2022

    Thanks for the update, @TomA.

     

    I can see the urgency of getting your banking issue resolved. Let me help route you to the best support who can investigate this matter and provide the appropriate fix so you can download and manage your Santander Bank transactions in QuickBooks Online (QBO).

     

    Since your banking issue continues, even after performing the steps above, I encourage you to reach out to our Customer Care team. They can create a case to trigger an investigation and guide you with a fix. Here's how:

     

    1. Sign in to your QBO company.
    2. Go to the Help (?) menu.
    3. Select the Search tab.
    4. Click the Contact Us button.
    5. Enter a brief description of your concern in the What can we help you with? field.
    6. Select Continue.
    7. Choose a way to connect with us (Send a message or Get a callback).

     

    Once everything is all set, you may also want to check out one of our Help pages as your reference to guide you with bank feeds and account reconciliation in QBO: Banking help for QuickBooks Online. It includes topics about bank connectivity and deposits, to name a few.

     

    Keep me posted in the comments if you have other banking concerns in QBO. I'm always ready to help. Take care, and I wish you continued success, @TomA.

    L
    laureengreeley
    October 10, 2022

    I am also having the same issue- started 10/1 for me. No transaction even after updating and reconnecting bank account.

    R
    RLG2478
    October 15, 2022

    Update: Transactions stopped downloading on 10/1.   Today I have transactions from 10/11 - 10/15 showing up.  Not sure where 10/1- 10/10 transactions are yet?  I will wait to see if the fix for all transactions are still in process.

    R
    Rox 12
    October 16, 2022

    Same problem here -- 9/30 last update. FINALLY stated working again 10/12, but NO transactions from 9/30 to 10/12. Accounts are hugely off. This is a headache beyond.

    G
    GebelAlainaM
    October 17, 2022

    Hello there, @Rox11. I know you're putting much effort into resolving this issue and I appreciate you for that. Rest assured that I'll share some updates about this matter.
     
    As I've checked here on my end, the INV that has been stated above is already closed. We'll need to refresh the connection between your bank and the program. To do this we can update your bank manually. Here's how:
     

    1. Go to the Banking page.
    2. Locate the account you want to update.
    3. Then, select Update.
       

    However, if you still get the same concern after updating your bank. I'd suggest reaching out to our QuickBooks Support Team. That way, they can securely into your account and check further about the issue. I'll show you how.
     

     

    1. From your Online company file, go to Help.
    2. Choose the Search tab and then click on Contact Us.
    3. Put in a brief description of your concern, and then hit Let's talk.
    4. Select Callback from the option.
    5. Enter your contact information and click Get a call.
       

    I've also added the following articles for future reference:
     

    If you have trouble managing your bank transactions, feel free to reach back. I'll be happy to assist you.  Keep safe!

    R
    Rox 12
    October 17, 2022

    The problem of connecting in general may have been resolved -- However, if you look on this thread, myself, and many others are still missing transactions during the outage. Manually importing them is NOT a resolution for subscribing customers. 

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