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dean42
August 30, 2021
Question

Hi, which Portuguese bank connect with quickbooks online, such that I can bring in my transactions. I have a Millenium account, and it does not do this. Help please?

  • August 30, 2021
  • 2 replies
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2 replies

S
SarahannC
August 30, 2021

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.

 

  1. Go to the Banking menu.
  2. Choose the Banking tab. 
  3. Tap on Link account (or Connect account if you don't have any accounts connected yet). 
  4. Search for your bank or enter your bank's URL directly in the field.
  5. Select Continue. Enter the username and password you use for your bank's website in the window.

 

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:

 

  1. Sign to your QBO account and select Transactions on the left panel.
  2. Click the Link account drop-down arrow.
  3. Select Upload from file. Then, click the file you've saved on your computer.
     

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. 

D
DDino
August 30, 2021

Hi SaranannC,

 

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?

Thanks

Dino

C
ChristieAnn 11
August 30, 2021

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): 

 

  • Your bank has multiple names on our list. Make sure you have selected the correct listing or have tried all possible links. Search by the banking sign-in URL to ensure you are using the correct listing.
  • Your bank does not connect to all types of accounts (for example, personal accounts vs business accounts).
  • Your bank is not a participating financial institution.

 

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.

 

Here's how:

 

  1. Go to the Banking menu at the left panel.
  2. Select Add account/Link account.
  3. Enter the name of your financial institution. When it appears, select it from the list.
  4. Continue to add the account to QuickBooks Online.

 

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.

 

  1. Go to the Banking menu.
  2. Select Add account.
  3. Search for the name of your financial institution. If QuickBooks is unable to find your bank, you will get the message, "Hmm, we can’t find [name of the bank you entered] in our list of supported banks," and you will be presented with helpful tips to try and locate your bank account.
  4. If you’re still unable to find your bank, select Request support for your bank.
  5. Enter your bank's web address (URL) in the field provided, then select Request.

 

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!

M
markw555
June 21, 2022

Olá Dino,

 

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.

 

Muito obrigado

 

Mark Robertson

M
Maybelle_S
June 21, 2022

Olá, @Mark11_2 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, @Mark11_2 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.

M
markw555
June 22, 2022

Hi Maybelle,

 

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.

 

Mark

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