Help Center Accountants

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Alerts

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Updating Credentials

Find out how to update the credentials of a bank account whose credentials have only been changed in your homebanking.

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Renewal of Consent

Find out how to renew your consent to access your bank accounts in order to update their balances and movements.

Banks

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Activate/Renew Consent | BPI

Find out how to activate/renew your consent to access BPI bank accounts.

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Activate/Renew Consent | EuroBic

Find out how to activate/renew your consent to access EuroBic's bank accounts.

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Activate/Renew Consent | Montepio

Find out how to activate/renew your consent to access Montepio's bank accounts.

Settings

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Aggregate Bank Accounts

Learn how to quickly aggregate your bank accounts in Financial Management.

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Change your nBanks Account Password

Find out how to quickly change your nBanks account password.

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Change your nBanks Account Email

Find out how to quickly change the email associated with your nBanks account.

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Delete your nBanks Account

Find out how you can permanently delete your nBanks account.

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Upgrading your Subscription Plan

Learn how to easily update your nBanks Subscription Plan.

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Updating the Accounts Manual

Find out how to manually update a Bank Account at nBanks.

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Configure Dual Authentication (2FA)

Learn how to set up Two-Factor Authentication (2FA) on your nBanks account.

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Check the status of your subscription

View used and available credits on your current Subscription Plan.

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Customize fields in the export file

Learn how to quickly customize the fields in a file exported from the nBanks platform.

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Exporting Agenda Activities

Find out how to export the activities in your Agenda.

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nBanks Referral Program

Find out how to quickly invite a friend or a professional to get to know and join nBanks.

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Recover your nBanks account password

Find out how you can recover your nBanks account password if you have forgotten it.

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Register a company

Find out how to quickly register your companies on the nBanks platform.

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Remove a Bank Account from nBanks

Find out how you can remove a bank account added to your account from the nBanks platform.

Features

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Add Client to Portfolio

Learn how to add a customer to the Portfolio of your nBanks account.

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Adding Documents to a Bank Transaction

Learn how to attach documents to a transaction on your bank statement.

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Add a Customer/Supplier

Find out how you can add a Customer or Supplier to a company on the nBanks platform.

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Add/Create a Document in Invoicing

Find out how you can create/add a document in the Billing area.

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Add/Create an Invoice Agreement

Find out how you can create/add an agreement in the Billing area of a company.

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Allocate a User to a Company

Find out how you can allocate a user to one of your client companies.

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Quickly update all accounts

Learn how to quickly update all bank accounts on nBanks.

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Categorize Bank Transactions

Learn about the banking transactions categorization process at nBanks.

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Communicating with Customers via Chat

Find out how to communicate with a customer directly through the nBanks platform.

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Consult Treatment History

Find out how you can consult a movement's treatment history.

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Consult the Management Dashboards

Learn how to check your bank balances on nBanks Dashboards.

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Create Custom Categories

Find out how you can add new categories for your company on the nBanks platform.

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Creating a Custom Account

Learn how to create a personalized account at nBanks.

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Access and Accounts Map

Check out the bank accounts attached to each of your nBanks account profiles.

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Mark a move as processed

Find out how you can mark a movement as a treaty.

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Sharing Information with Users

Learn how to quickly share the information available in your nBanks account with other users.

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Validation of Bank Accounts at the Bank of Portugal

Check out which Bank Accounts at the Bank of Portugal are also at nBanks.

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View and filter movements

Find out how to view and filter bank transactions using nBanks' search filters.

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Banking Risk Index (BRI)

Find out how to get a better idea of your business's banking position.

External links

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Associate Accountant or Financial Advisor with nBanks

Find out how to associate an accountant/financial advisor to your nBanks Plan.

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Connect to Other Software via API

Learn how to include information from the nBanks platform in your management software via API.

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Financial and Fiscal Agenda Management

Find out how to use nBanks to manage your business's financial and tax commitments.

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Integrating Additional Modules into nBanks

Discover how to integrate information from external entities into your nBanks account, through the Additional Modules.

Contact us

If you prefer, you can email support@nbanks.net with the details of your question so our team can help.

Get in touch