Santander - QB Bank Feed Connection to download transactions won't recognize login.

NikiPatt · ‎November 14, 2018

While Santander recognizes my password entry, Quickbooks does not recognize it for the connection to download transactions. I have logged into the bank separately and then tried it, still not luck. I have tried typing all entries by hand. But still no luck. I have called Santander and they claim this is a QB problem.

PreciousB · ‎November 15, 2018

Thanks for logging in to your bank's website, NikiPatt.

I have some details to share about the Santander Online Banking in QuickBooks Online (QBO).

Some of the QBO users are also having issues with downloading bank transactions for Santander. Our engineers are currently working on finding the cause, so they can implement a fix.

In the meantime, you can manually upload your bank transactions using Web Connect files.

Here's how:

Select Banking on the left pane.
Choose Banking at the top, then click File Upload.
Click Browse and choose the file you saved in Step 1.
Click Next.
From the QuickBooks account drop-down, select the account you want to upload the bank data and click Next.
If you're uploading a CSV file, you're prompted to select columns from the CSV file that match QBO banking fields.
Click Next when you're done.
Select Let's go or Finish.

We'll need to put you on a notification list. This way, we'll be able to communicate with you when a fix is available.

You can contact us using the information on this link: Get help with QuickBooks Online.

Thank you for your patience while we're working to resolve this. Please feel free to let me know if you have other questions about QuickBooks Online. Have a good one.

View solution in original post

PreciousB · ‎November 15, 2018

Thanks for logging in to your bank's website, NikiPatt.

I have some details to share about the Santander Online Banking in QuickBooks Online (QBO).

Some of the QBO users are also having issues with downloading bank transactions for Santander. Our engineers are currently working on finding the cause, so they can implement a fix.

In the meantime, you can manually upload your bank transactions using Web Connect files.

Here's how:

Select Banking on the left pane.
Choose Banking at the top, then click File Upload.
Click Browse and choose the file you saved in Step 1.
Click Next.
From the QuickBooks account drop-down, select the account you want to upload the bank data and click Next.
If you're uploading a CSV file, you're prompted to select columns from the CSV file that match QBO banking fields.
Click Next when you're done.
Select Let's go or Finish.

We'll need to put you on a notification list. This way, we'll be able to communicate with you when a fix is available.

You can contact us using the information on this link: Get help with QuickBooks Online.

Thank you for your patience while we're working to resolve this. Please feel free to let me know if you have other questions about QuickBooks Online. Have a good one.

NikiPatt · ‎November 16, 2018

Login connection was repaired today. Thank you -- and good to see the backup solution if it's necessary in the future.

PreciousB · ‎November 19, 2018

It's my pleasure to help, NikiPatt.

Please stay in touch, and come back to the Community if you have any questions or concerns in the future. I'm always happy to assist you.

TreeMaster · ‎October 28, 2019

Hi. I’m having exactly the same problem. Santander is happy with my Log In details, however quickbooks is not.
Please Help

Tom

JasroV · ‎October 28, 2019

Hi there, @TreeMaster.

Currently, there's an ongoing investigation where some users are unable to log in to their Santander bank through QuickBooks Online (QBO), QuickBooks Self-Employed (QBSE). Rest assured our engineering team is already working for a fix.

In the meantime, you can refer to the steps provided by my colleague PreciousB above as a workaround.

Also, I suggest reaching out to our support team. This way, you'll be include in the lists of affected users. Once any updates are available, you'll be notified via email. Here's how to contact them.

In your QBO/QBSE account:

Click the (?) Help icon.
Select Contact us.

I'm also adding this helpful article that can help guide you in case want to reconcile your accounts: Reconcile Accounts in QuickBooks Online.

We appreciate your patience while we're currently working to fix this. Should you need further assistance, don't hesitate to leave a comment below. We're always here to help.

PowellDecor · ‎November 30, 2020

Im having a similar issue. No files I download via Santander are CSV files. Only xls. pdf and qif ? Which file can I download that will upload my transactions?

Please help

Ryan_M · ‎November 30, 2020

Hi @PowellDecor,

I'll provide the file types compatible for bank transaction upload in QuickBooks Online (QBO).

These are CSV, QBO, QFX, and OFX files. If your online bank doesn't offer these type of files for their transactions, you'll have to look for a third-party app that can convert their files.

You can also visit this page: QuickBooks Apps Store. It's a complete list of third-party apps that you can sync to QBO and help with the conversion process.

Once done with this process, see this article: Manually upload transactions into QuickBooks Online. It's a step by step guide on how you can import bank transactions to your QBO company.

Have other questions in mind? Place them below, and I'll get back to you.

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Santander - QB Bank Feed Connection to download transactions won't recognize login.