Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
New to NetSuite | How to Manually Import Bank Transactions through CSV
When manually importing bank transactions in NetSuite, user must prepare the CSV file[MCMC1] . In this article, We'll discuss the guidelines and steps on how to import bank transactions through CSV.
Guidelines:
A. Download the Required Template
- Navigate to Transactions > Bank > Banking Import History > Upload File
- Put a tick mark on Import with a default parser (CSV, OFX, QFX, BAI2, or CAMT.053)
- Beside that click on the Download the CSV template button
The file will look like this:
B. Check the Formatting
To be able to successfully import the file, make sure to check the following:
Date: format must be in MM/DD/YYYY. To ensure this is the format, do this:
Tagged:
2