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!
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.
You can also use their integration to fintech systems like Tipalti to manage global supplier payments and integrate the details back to NetSuite.
Hi Ryan,
Have you been able to link your bank account with NetSuite? If not, do not hesitate to contact me.
Kr,
Ma
