Bank Connection

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:

• Categorise transactions in QuickBooks Self-Employed
• Allowable and disallowable expenses explained
  
  

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.

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.

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:

• Firefox
• Google Chrome
• Safari for Mac
• Safari for iPad and iPhone
• Microsoft Edge
   

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.

Might have found the issue. The Santander version that comes up is an American version. Whereas I am looking for the UK version of Santander.

Any more suggestions on how to connect? Did you get a chance to read my previous comment ? Thanks

Hello there again, stefanbest0794.

Let's perform another troubleshooting step so you can link your Santander account to QuickBooks Self-Employed (QBSE). I'm here to help ensure everything goes smoothly for you.

To begin, head to your bank's website and copy the URL. Next, open your QBSE company, and connect your Santander account from there.

Here's how:
 

1. Go to the profile ⚙ icon and choose Connect bank.
2. In the search box, enter the URL of your Financial Institution (FI) and click the Continue button.
3. Enter the login information you use for your bank's website.
4. Once ready, select Connect.
   
   

Check this link for more in-depth information about the process: Connect bank and credit card accounts to QuickBooks Self-Employed.

If you're still unable to link the account, I recommend contacting our QBSE support team for further assistance. When you successfully download the transactions into your company, categorise them correctly to keep your records in order.

Stay in touch if you need guidance navigating QBSE or have other banking-related concerns or questions. We'll get back to provide the help you need.

Managed to fix it, needed to select Santander and Cahoot.