This isn't the kind of experience we want you to have while connecting your Santander and Cahoot (UK) accounts in QuickBooks Online (QBO), @NFA. That's why I'm here to share further details about this.
For the time being, we have an ongoing investigation about the error you've received when connecting new accounts for Santander and Cahoot (UK). Rest assured that our product engineers are actively working to have this resolved as soon as possible. This way, you can get back to business and manage your online banking transactions accordingly.
As an alternative, you can get transactions from your bank (i.e., CSV file) and manually import them into QBO. This way, you can keep your account updated. To do this, here's how:
- Go to the Banking menu.
- Select Upload transactions or Upload from File.
- Click Browse or select files and then select the file you downloaded from your bank. Then select Next or Continue.
- In the QuickBooks account drop-down, select the account you want to upload the transactions into. Then select Next.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Next.
- Select the transactions you would like to import. Then select Next.
- Click Yes.
- When you're ready, select Let's go.
Once imported, you'll have to review and/or match your transactions to the existing entries in QuickBooks. This is to make sure your data is accurate. For the step-by-step guide, you can refer to this article: Categorise online bank transactions in QuickBooks Online.
Also, I encourage you to reconcile your accounts every month. This will effectively monitor your income and expense, and detect any possible errors accordingly. For the detailed steps, check out this article: Reconcile an account in QuickBooks Online.
We appreciate your patience regarding this matter. In case you have other inquiries or banking concerns, let me know in the comments below. I’ll be around to back you up. Have a good one and keep safe.
