RE: Banking Integration

Our company has migrated from Quickbooks to NetSuite. In Quickbooks, our bank was connected and the banking activity automatically connected. The activity was routed to the proper account and we just had to match. Any suggestions on how to get this same functionality? Also, our bank doesn’t provide the correct file format for the upload. I was just curious what others have done. Thanks!

Ryan House Rookie Asked on February 10, 2020 in Banking.
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3 Answers

Hi Ryan,

Have you been able to link your bank account with NetSuite? If not, do not hesitate to contact me.

Kr,

Ma

Beginner Answered on May 23, 2020.
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