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TomA
Level 2

Santander transactions not downloading

No transactions are coming into QBO so far this month and we definitely have some to input.
35 Comments 35
Fiat Lux - ASIA
Level 15

Santander transactions not downloading

Try opening your QBO account on any private/incognito browser.

Rea_M
Moderator

Santander transactions not downloading

Hello there, @TomA.

 

Let's go to the Banking menu and do a manual update so you can download your Santander transactions in QuickBooks Online (QBO). 

 

Before we start, I want to verify if you've encountered any error messages with Santander Bank or while downloading your bank transactions. This way, I can provide the exact solution for this matter.

 

Santander Bank may be performing system maintenance, or there may be notifications on their website that need your attention. That's why no transactions are coming into QBO.

 

To fix this, you can manually update your account. This refreshes the connection between your bank and the program. Here's how:

 

  1. Go to the Banking or Transactions menu.
  2. Select the blue tile for your credit card account.
  3. Click the Update button.
  4. (Optional) Follow the on-screen instructions to complete the process.

 

Then, you'll have to sign in to Santander Bank's website. This is to check your account page for messages or alerts that need your attention. Once you make changes on the website (for example, login credentials and account info), you'll have to update QuickBooks as well. Here's how: 

 

  1. Go to the Banking or Transactions menu.
  2. Select the blue tile for your credit card account.
  3. Click the Edit icon.
  4. Choose either Edit sign-in info or Edit account info.
  5. Enter all the necessary details and follow the on-screen instructions to complete the process.

 

Once your transactions are downloaded, you have to review and categorize them to keep your financial data accurate.

 

Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect any possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.

 

Let me know if you have other banking concerns or questions about managing transactions in QBO. I'll gladly help. Take care, @TomA.

TomA
Level 2

Santander transactions not downloading

I was not getting any error messages at all and have updated manually several times yesterday and today with no luck.

 

I just followed your instructions to redo the log in credentials and have gotten the same result.  There is no error but also no transactions have downloaded.

 

 

Rea_M
Moderator

Santander transactions not downloading

Thanks for the update, @TomA.

 

I can see the urgency of getting your banking issue resolved. Let me help route you to the best support who can investigate this matter and provide the appropriate fix so you can download and manage your Santander Bank transactions in QuickBooks Online (QBO).

 

Since your banking issue continues, even after performing the steps above, I encourage you to reach out to our Customer Care team. They can create a case to trigger an investigation and guide you with a fix. Here's how:

 

  1. Sign in to your QBO company.
  2. Go to the Help (?) menu.
  3. Select the Search tab.
  4. Click the Contact Us button.
  5. Enter a brief description of your concern in the What can we help you with? field.
  6. Select Continue.
  7. Choose a way to connect with us (Send a message or Get a callback).

 

Once everything is all set, you may also want to check out one of our Help pages as your reference to guide you with bank feeds and account reconciliation in QBO: Banking help for QuickBooks Online. It includes topics about bank connectivity and deposits, to name a few.

 

Keep me posted in the comments if you have other banking concerns in QBO. I'm always ready to help. Take care, and I wish you continued success, @TomA.

RLG2478
Level 2

Santander transactions not downloading

I am having the same issue with Santander Business Bank account.  It started 10/1/2022 - no bank data is showing up now. I re-added bank account and that did not work.

Mark_R
Moderator

Santander transactions not downloading

Hi there, @RLG2478.

 

I want to make sure your Santander Bank transactions get downloaded so you can get back to business.

 

Have you tried the suggestion shared by my colleague Rea_M above to download your bank transactions? If you haven't yet, I recommend doing it so. Updating your bank account manually and editing your sign-in info can help fix this issue.

 

If those troubleshooting steps didn't resolve your issue, I suggest contacting our QuickBooks Support Team. This way, they can further check on this matter and provide in-depth troubleshooting steps to get this resolved. They can also create an investigation ticket if other users are experiencing the same. To reach them, you can follow the steps below:

 

  1. Sign in to your QuickBooks Online account.
  2. Click the Help button.
  3. In the QuickBooks Assistance chatbox, select Talk to a human and choose I still need a human.
  4. Select Contact Us.

 

Come back to this post and let me know how it goes, @RLG2478. I'll be around to provide further assistance.

 

Once this issue is fixed, you can review your downloaded bank transactions and categorize them to put in the correct accounts.

 

Wishing you all the best!

Fiat Lux - ASIA
Level 15

Santander transactions not downloading

@RLG2478 @TomA 

Utilize the trial version of MT Online to isolate the issue. It is designed to import into any bank or credit card in QuickBooks Online, so there is no specific setting needed. If the same error persists, there is an ongoing problem at your bank or connection.

https://www.moneythumb.com/?ref=110

 

RLG2478
Level 2

Santander transactions not downloading

Use a random link to update my business bank info?  Sorry but I cannot do that.

TomA
Level 2

Santander transactions not downloading

This was all tried by myself yesterday.  I was on a chat with QB for over an hour with no luck.  I was also on the phone with the bank and no luck.  Apparently, no one had changed anything and no one knows what the issue is so asks me to call the other party involved.

RLG2478
Level 2

Santander transactions not downloading

That's not acceptable.  It should be on Quickbooks to figure out.  They are selling us a product that has Santander as an option to link transactions.  And it's not specific to one user so it should be on the company's working to resolve the technical issues.  What can we as users even do?

Mich_S
QuickBooks Team

Santander transactions not downloading

I understand the importance of timely bank transaction downloads into QuickBooks Online, @TomA & @RLG2478. I want to provide you with some information about the problem.

 

The issue you're experiencing right now appears to be the focus of an ongoing investigation. I advise contacting our Customer Care Support. This enables them to add your account to the list of affected users.

 

We'll also notify you via email if there's any progress on the investigation. 

 

Once everything is back to normal, see these guides on how you can manage the transactions:

 

 

Keep in touch if you have additional concerns about banking or QuickBooks. We're here to back you up. Take care!

Greg6464
Level 2

Santander transactions not downloading

I'm having the same issue with Santander Business Accounts (6 of them are linked to QBO).  It looks like this has been an issue with QBO in the past.  When the issue is fixed, do the back transactions import automatically, or is manual importing necessary for the time period when transactions weren't automatically importing?

KlentB
Moderator

Santander transactions not downloading

Let me share some updates about this issue, Greg6464.

 

As of the moment, our software engineers are still investigating the issue with the Santander Bank business accounts (INV-78052). Please know that we're actively working to get this resolved the soonest.

 

You'll want to contact our Customer Care Team to add your account information to our notification list. Here's how to connect with us:

 

  1. Sign in to your QBO company.
  2. Go to the Help icon.
  3. Enter "Talk to a human" again in the search bar.
  4. Enter a brief description of the issue you've encountered.
  5. Choose I still need a human, then click Contact us.
  6. Select Get a callback or Send a message to start a conversation.

Keep in mind that all your available transactions including the backlogs will be downloaded once the issue is fixed. If you really need to categorize your transactions right now, you may manually import your bank transactions. However, you'll have to exclude the duplicates when they're downloaded into the program.

 

Lastly, here are some links that you can browse to learn how to categorize your bank transactions and reconcile your bank account:

 

Visit us again here if you need more help in managing your bank accounts and transactions. The Community always has your back.

laureengreeley
Level 1

Santander transactions not downloading

I am also having the same issue- started 10/1 for me. No transaction even after updating and reconnecting bank account.

Greg6464
Level 2

Santander transactions not downloading

Can we get a timeframe of when you expect this to be fixed?  I don't need instructions on how to manually import transactions, just a ETA on when this will be working again.

JenoP
Moderator

Santander transactions not downloading

Thanks for the follow-up question about the investigation, Greg6464.

 

I totally see the urgency to get this resolved. Looking at our records, there's no estimated turn around time when the issue will be sorted out. Once an investigation is initiated, our engineering team will work with your financial institution to determine what's causing it and create a permanent fix as well.

 

Make sure to contact our phone or chat support teams and let them know to add you to the list of affected users for INV-78052. You will also be notified via email as soon as the banking connection is sorted out. 

 

Here's how to reach out to them:

 

  1. Click the Help menu in the upper-right hand corner of your QBO account.
  2. Type in "Talk to a human" in the chatbox, then press Enter. Then, type in the same keyword and press Enter one more time.
  3. Select No.
  4. Choose between Chat with us or Have us call you.

 

contact qbo.PNGcontact qbo2.PNG

 

Let me know if that's all the information you need about the banking error with Santander Bank. You can also post more questions if you need anything else from the QuickBooks Community.  

RLG2478
Level 2

Santander transactions not downloading

I understand you do not know when the issue will be resolved, but have they even started working on it yet?  What is the progress so far?  Have they identified the issue, etc?  

Superior2013
Level 1

Santander transactions not downloading

We are having this same issue with Santander transactions not clearing (since the beginning of October). Has an investigation been initiated yet? 

MirriamM
Moderator

Santander transactions not downloading

I can see the urgency in fixing the Santander bank issue, @RLG2478 and @Superior2013.

 

Our banking team are working hand in hand to resolve this as soon as possible. I know it's been a while, but I assure you, we are doing our best to get you back on track in no time.

 

In the meantime, you can manually upload your bank transactions into your QuickBooks Online (QBO) account. But once your bank issue gets solved, you'll have to exclude the duplicates when downloaded.

 

For future reference about the best practices when reconciling your account, see this article for more details: Learn the reconcile workflow in QuickBooks.

 

We appreciate your patience and understanding while we look into this further. If you have any concerns, feel free to reach back out. Have a great day.

cbranstool
Level 1

Santander transactions not downloading

Me too. Same issue.  Started on 10/1.  I've tried reestablishing connection, no luck.

 

 

Shenia FRG
Level 1

Santander transactions not downloading

me too same issue.

RLG2478
Level 2

Santander transactions not downloading

Update: Transactions stopped downloading on 10/1.   Today I have transactions from 10/11 - 10/15 showing up.  Not sure where 10/1- 10/10 transactions are yet?  I will wait to see if the fix for all transactions are still in process.

Rox
Level 2

Santander transactions not downloading

Same problem here -- 9/30 last update. FINALLY stated working again 10/12, but NO transactions from 9/30 to 10/12. Accounts are hugely off. This is a headache beyond.

GebelAlainaM
QuickBooks Team

Santander transactions not downloading

Hello there, @Rox. I know you're putting much effort into resolving this issue and I appreciate you for that. Rest assured that I'll share some updates about this matter.
 
As I've checked here on my end, the INV that has been stated above is already closed. We'll need to refresh the connection between your bank and the program. To do this we can update your bank manually. Here's how:
 

  1. Go to the Banking page.
  2. Locate the account you want to update.
  3. Then, select Update.
     

However, if you still get the same concern after updating your bank. I'd suggest reaching out to our QuickBooks Support Team. That way, they can securely into your account and check further about the issue. I'll show you how.
 

 

  1. From your Online company file, go to Help.
  2. Choose the Search tab and then click on Contact Us.
  3. Put in a brief description of your concern, and then hit Let's talk.
  4. Select Callback from the option.
  5. Enter your contact information and click Get a call.
     

I've also added the following articles for future reference:
 

If you have trouble managing your bank transactions, feel free to reach back. I'll be happy to assist you.  Keep safe!

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