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NSC | Bank Feeds
The Bank Feeds SuiteApp automates the transfer of your bank data from your financial institution accounts into NetSuite. The SuiteApp uses the Financial Institution Connectivity Plug-In and an authorized account information service provider to securely access online financial institution data.
Setup Tasks
1. Install the SuiteApp via Marketplace.
- Navigate to SuiteApps
- Search for Bank Feeds
- Click Install
2. Configure the Format Profile to register and link bank and credit card accounts. Once the installation is completed, system automatically create a New Financial Institutions
- To Configure the Format Profile, please follow the steps below:
- Navigate to Setup > Accounting > Financial Institutions > List
- Click View
Katerina Winklerova
Basic Accounting/ OTC/PTP Guru
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