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Level 2

Open banking issue

Hello

I have just upgraded our Santander account to the open banking as I had a message to do it before 20-Jan and thought I'd just get it out of the way. 

We have a current account, and a savings account which are both linked to Quickbooks.  But it appears that the savings account is not available for the open banking, just the current account.

I now cannot update my current account transactions in Quickbooks as it is permanently trying to update the other account, which it can't.

Help!

Thanks.

4 REPLIES 4
Level 2

Open banking issue

I think this has sorted itself out - the main account is updating fine now.  

But how do I get my transaction over from the savings account into QB's?

Thanks.

QuickBooks Team

Open banking issue

Hello Paulaharper

 

Is it a personal or business bank with Santander?

 

At the moment if it is it would be a case of using the other connection for the savings account until that bank is ready for open banking on its other accounts.It is a case of searching for Santander and there is a Santander- other accounts option if you could try that it should upload the transactions

 

Let us know how you get on

 

Emma

Level 2

Open banking issue

Hello

The account I'm having issues with, we think is a personal account.

I'm having a brain-is -frazzled-day today - could you explain what you mean by using the other connection?  And where do I search for other account options?

Thanks!

QuickBooks Team

Open banking issue

Hello Paulaharper

 

 

It has felt like the Monday of all Mondays today so I understand! Too near to Christmas!

 

If you are using QuickBooks Online

 

Go to banking>add account>in the search box type in the name of the bank>it will then populate the options one of which will be Santander personal account-other accounts

 

If you are using Self Employed

 

 

Go to the cog in the top right>bank account>connect another account>search Santander and then again you will see Santander personal account - other accounts

 

Hope this helps

 

Thanks

 

Emma