Hello there, @dean42.
Any Portuguese bank account connects with QuickBooks Online, as long as it is supported with the program. If you're unsure, you can reach out to your bank and confirm if they can connect your bank with us. However, you can try these steps to link your bank to your QBO account.
Another option is to manually upload the bank transactions using the CSV file to continue bringing them to QuickBooks. First, download transactions from your bank by logging in to your bank's website. Then, follow the given instructions on how to download transactions and save the file on your desktop or anywhere you can easily find it.
Once done, upload them to your book by following these steps:
You can use these articles as additional reference in fixing bank upload errors, categorizing transactions after imported them, and the reconciliation workflow in QBO:
I'm just around if you need more help about connecting bank accounts in QBO. Take care and stay safe always.
Thank you for your response.
My bank is with Millennium BCP, and it does not come up.
I also tried the top 10 banks on this list to no avail: https://corporatefinanceinstitute.com/resources/careers/companies/top-banks-in-portugal/
I have a lot of transactions coming off on my account and would prefer to automate the process, hence the need to find a bank in PT that can connect to QBO.
So far no luck, if you have a name of a fairly popular bank please advise?
Hi there, DDino.
Thank you for visiting the QuickBooks Community. I appreciate you for performing steps so you're able to connect the bank to QuickBooks Online. I'll be sharing different information on how connecting a bank account works in QBO and ensure that you'll accomplish what you need.
As mentioned above, each bank account can connect with QuickBooks Online, as long as it's supported by the program and approved by your Financial Institution. That said, we're unable to provide the exact name of a popular bank to be connected in QBO to automatically sync your entries. However, there are a few possible reasons why you're unable to locate the bank in QuickBooks Online (QBO):
If you're unable to find your bank after confirming the required details above, I'd recommend trying other versions of your financial institution that are listed.
If you have tried all the options matching your bank's name and still can't connect, I suggest requesting support for your bank. Please follow the steps below.
For additional information, you can click this article: Find your bank or credit card account when you connect to online banking.
In the meantime, you can manually upload the bank transactions into QuickBooks Online. You can click on this article on how to perform the steps: Manually upload transactions into QuickBooks Online. After that, transactions will add to your Online banking.
Please refer to this article to view steps on how you can review downloaded bank and credit card transactions by matching or adding them to avoid duplicate entries: Categorise and match online bank transactions in QuickBooks Online.
I'm more than happy to help you with any QuickBooks or banking concerns. Just leave a comment below if you have any follow-up questions. Keep safe!
Consegui intregrar a sua conta junto ao Millenium no QB?
Estou a experimentar o mesmo problema com o Novo Banco que também não consta da lista de bancos na QB,
Muito agradecia que facultasse quaisquer informações relevantes.
Olá, @Mark Robertson.
Você já tentou os passos dados pelo meu colega? Em caso afirmativo, posso saber qual é o resultado ou você recebeu uma mensagem de erro? Qualquer informação pode nos ajudar a determinar a causa do problema.
Enquanto isso, você pode carregar manualmente as transações bancárias no QuickBooks. Abra este artigo para ver as informações e etapas detalhadas: Carregar manualmente as transações no QuickBooks.
Por favor, deixe-me saber como foi deixando um comentário abaixo. Tenha um ótimo dia.
I've also added an English translation of this post.
Hello there, @Mark Robertson.
Have you tried the steps given by my colleague? If so, may I know what's the result or have you received an error message? Any information can help us determine the cause of the issue.
In the meantime, you can manually upload the bank transactions into QuickBooks Online. Please open this article to see the detailed information and steps: Manually upload transactions into QuickBooks Online.
Please let me know how it goes by leaving a comment below. Have a great day.
I have followed all the steps suggested, but my Portuguese bank (Novo Banco, S.A.) is not included in the list on QB. Will Intuit contact Novo Banco directly to request access via QB online?
I also have issues regarding the downloading of transactions from the Novo Banco site for upload to QB, because the transactions available are limited to 2 months or 200 transactions. Moreover, the only download format available is xls.
I need to be able to link the Novo Banco account to QB because of Make Tax Digital.
Thank you for following the steps, Mark.
We're continuously working to support many banks globally, but it's up to them if they want to provide feeds to QuickBooks. You can send the request to support your bank using ChristieAnn's second set of steps above, so our engineers will work on it. However, we're unable to provide a turnaround time for requests like this.
About downloading transactions, you'll want to ask your bank if they can provide your older transactions. Then, you can create a CSV (comma delimited) out of the XLX file, so you can upload the transactions.
I'm always available to help you. Just let me know if you have questions along the way. Have a good one!