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

I’ve been looking at this recently and if you can’t get the output of your bank statements in one of the formats (CSV, OFX, QFX, BAI2, or CAMT.053) that work with one of the Default Parsers with the Reconciling Account Statements feature you’ll need to use the Reconciling Bank Statements entry which is manual.

Beginner Answered on February 11, 2020.
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