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New To NetSuite | How to Delete Imported Bank Data

edited Feb 9, 2024 3:57PM in Basic Accounting 1 comment

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.

User can delete an unreconciled bank, credit card, or corporate card statement if it was imported manually. Follow the steps below to achieve this:

  1. Navigate to Transactions -> Bank -> Banking Import History
  2. Click on plus icon to expand details of the imported file
  3. Click Delete Import

For more details regarding the deletion of Bank Statement visit our SuiteAnswers:

31838 - Deleting Imported Statements

Katerina Winklerova

Basic Accounting/ OTC/PTP Guru

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