RE: Bank Statement Import CSV
I have download the “BankStatementImportCSV,CSV” from the NetSuite and input the transaction row by row. But I still cannot import to NetSuite at all.
I have double read the NetSuite Help File every single post and still cannot find the solution. Anyone can help me.
I’m referring to the Internal ID that is automatically assigned to every record (transaction, item, customer, etc.)
This could be cross-referenced by doing a Transaction Saved Search that includes only deposits and payments (Field: Type)
As long as your saved search includes the Internal ID and Document Number, you could, in Excel or Google Sheets, do a VLOOKUP to match the Document Number to the Internal ID. Then you should be able to import the list using that ID as your key field. Without that field, I don’t know if NetSuite Import is smart enough to match the records.
Hope that makes sense (and works for you!).