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.

Bank Statement Import CSV

Bank Statement Import CSV

RE: Bank Statement Import CSV

jacklcs Rookie Asked on January 18, 2022 in Banking.
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4 Answers

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!).

Rookie Answered on January 19, 2022.
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