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How to upload a bank statement in CSV or excel format and delete/match previous uploads?

edited Jun 2, 2025 2:26PM in Ask A Guru 3 comments

Hi,

We currently have several transactions from prior years that have not been reconciled in the bank reconciliation, nor will they ever be reconciled and so when attempting to clean this up, a solution would be to upload an amount on the bank statement side with the specific amount, since it is non posting item in the Financial Statements.

Currently we use quicken format to upload bank statement data (and reconcile using Match Bank Data ), it looks like this is the default setting in our Netsuite. Is there a way to make CSV/Excel format bank statement uploads possible, so that we can edit the amount of the bank statement upload in order to clean up the historic non-reconciling items we have inherited?

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