How do I connect with my santander business account please ?

mwtreeservices-o · ‎July 30, 2021

I can't get quick books to recognise my business account.

Jen_D · ‎October 19, 2021

Thanks for joining this online banking connection, Emma.

I want to make sure you're able to connect your Santander account in your QuickBooks company file. For this,

Click on the Banking menu.
Choose Link account from the landing page.
Search for the bank URL or type in "Santander". The result will display all available connections for Santander. See this:
Complete the necessary steps to authorise QuickBooks to connect to your bank account. Once you authorise the connection, you’ll be redirected back to QuickBooks.
Pick the bank accounts you want to connect, and which accounts they will link to in QuickBooks.
Press Connect when done.

If you still can't find the bank, try opening your account in a private browser. Unexpected issues in QuickBooks are sometimes affected by the amount of data stored in the cache. This is because a regular browser will constantly overwrite itself and will not remove history unless done manually.

Private browsing will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N

Once you open a private browser, log in to your QBO account and try to connect your account from there.

Feel free to post here in the QuickBooks Support page again if you need anything else with QuickBooks banking. I'll be right here to help you anytime. Have a lovely week!

View solution in original post

GeorgiaC · ‎July 30, 2021

Hi mwtreeservices-o, thanks for joining us on the Community

We'd like to help you get this set up - can we check if you're selecting the link for Santander and Cahoot (UK), and if you see your account listed as an available account when re-directed to the banks site during the connection process? :woman_technologist:

emma cotton · ‎October 19, 2021

It only offers me Santander and Cahoot I think that's the problem, then it just says "oops something happened" i have watched the video and followed all the steps about 8 times.

Jen_D · ‎October 19, 2021

Thanks for joining this online banking connection, Emma.

I want to make sure you're able to connect your Santander account in your QuickBooks company file. For this,

Click on the Banking menu.
Choose Link account from the landing page.
Search for the bank URL or type in "Santander". The result will display all available connections for Santander. See this:
Complete the necessary steps to authorise QuickBooks to connect to your bank account. Once you authorise the connection, you’ll be redirected back to QuickBooks.
Pick the bank accounts you want to connect, and which accounts they will link to in QuickBooks.
Press Connect when done.

If you still can't find the bank, try opening your account in a private browser. Unexpected issues in QuickBooks are sometimes affected by the amount of data stored in the cache. This is because a regular browser will constantly overwrite itself and will not remove history unless done manually.

Private browsing will not save any history, so it's a great place to identify issues in the browser. Use these keyboard shortcuts to launch a new private window:

Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N

Once you open a private browser, log in to your QBO account and try to connect your account from there.

Feel free to post here in the QuickBooks Support page again if you need anything else with QuickBooks banking. I'll be right here to help you anytime. Have a lovely week!

Jullian Hull · ‎April 15, 2023

I am having the same problem as above, I have tried everything that you have said and still wont link, only gives me an option for Santander and Cahoot not Santander Business UK

JamesAndrewM · ‎April 15, 2023

Thank you for connecting with us here, @Jullian Hull. Know that this isn't the experience we want you to have. Also, I commend you for trying all those steps.

As I have checked here, we currently have an ongoing investigation into this issue. For now, it is best to connect with our QuickBooks Online Support. So you can be added to the list of affected users. They also have additional tools to pull up your account and do a screen share.

To speak with one of our experts from QuickBooks Online Support. Please follow the steps below to contact support:

1. Sign in to your QuickBooks Online company. Select Help (?).

2. Select either tab: Assistant or Talk to a Human.

3. Search or select Contact Us.

4. Start a chat with a support expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

You can also visit this article to learn how to personalize and add specific info to your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to post here in the QuickBooks forum again if you need anything else with QuickBooks banking. I'll be right here to help you anytime. Have a lovely weekend!

Topics

Training

Community

Resources

How do I connect with my santander business account please ?